Creating a container and new work

Containers Overview Video: Efficiently organize your work

This video pertains to customers who use container projects which is a special set up. Please note that FotoNotes is now SiteCapture. Please contact [e-mail] if you have questions or would like to use this set up in your web portal.

Creating a Container Project

1. From the dashboard, click on the Properties/Job Site type at the top left.

2. Click on the green "Properties/Job Site" button.

3. Select the "Property" or "Job Site" template and then click "Create".

4. Fill out the property/job site information fields.

5. On the left side you can add new work that is attached to the Property/Job Site. For example, click on "Inspections".

Creating Work from a Container Project

1. Click on "+ New Inspection".

2. Choose a template and then click "Create".

3. The new inspection work order has been created and you can fill out the information, assign, add a due date, etc. Information in fields with matching field keys will copy down from the property to the new work order. Learn more about field keys and editing templates.

Bulk Create Work Under Multiple Containers

You can bulk create work under multiple containers.

1. Go to the property views and select multiple properties.

2. Click More and select "Batch Create Work Orders".

3. Choose a type, a template and click Create.

4. To view the newly created work, you can click on the property and then choose the type.

5. You can also view the newly created work by clicking on "Work Orders". The new work has a folder icon to let you know that its attached to a container.

Viewing Archived Projects in Container View

When navigating to a container that includes archived projects, you may notice that no archived projects appear by default. This is expected behavior—archived projects are initially hidden to help keep your project list clean and focused on active work.

1. To view archived projects, simply check the “Include Archived” option located in the project filter area. Once selected, the list will automatically refresh. A spinner will briefly appear, indicating that the list is reloading. After the reload completes, you’ll see all archived projects included alongside your active ones.

2. If you later want to hide archived projects again, just uncheck the same “Include Archived” box. The list will refresh, the spinner will appear again briefly, and this time non-archived projects will be shown.

3. Importantly, this setting remains active (“sticks”) as you navigate between different containers or project views within SiteCapture. This means you won’t need to recheck or uncheck the option every time you move from one section to another—the platform will remember your preference.