Lists/Tasks from Drawings on Web lets you connect your project tasks to exact locations on your drawings.
With this feature, you can:
See all tasks related to a drawing in a Tasks tab on the right‑hand sidebar.
Pin tasks to annotations on the drawing (for example, a cloud around a deficiency).
Create new tasks directly from the drawing viewer.
Jump from a task in the Lists tab to the matching drawing and annotation, and back again.
This keeps your punch items, inspections, and follow‑up work tied to where they actually live on the plan.
Access and prerequisites
To use Create Lists/Tasks from Drawings on Web, you need:
Lists & Tasks on Web enabled for your company
Access to Projects → Drawings
Permissions:
Project Lists Access - Required to see task references on drawings.
Project Lists Tasks Manage - Required to create, associate, or remove task-drawing references.
If you don’t see the Lists tab or the Tasks tab in the drawing sidebar, please contact your BuildOps admin or CSM.
Viewing tasks for a drawing
Open your project in BuildOps web.
Go to Drawings and open the sheet you want to review.
Click the Reference Sidebar toggle on the right.
Click the Tasks tab.
You’ll now see a list of all tasks linked to this drawing, typically showing the task number, title, list name, and status.
Linking a drawing annotation to a task
Create or select an annotation
In the drawing viewer, zoom to the area with the issue or work item.
Use the markup tools to draw a cloud/box or add a callout at that location,
or click an existing annotation you want to use.
Open the Task Association modal
With the annotation selected, click Associate to Task in the annotation toolbar.
The Task Association modal will open.
Link to an existing task
In the modal, filter by List or search by task number/title.
Select the task you want to link.
Click Reference this Task (or the confirm button).
The annotation is now linked to that task, and the task appears on the Tasks tab for this drawing.
Create a new task from the drawing
If an appropriate task doesn’t exist yet:
In the modal, choose Create Task (and select or create a list if needed).
Enter:
Task title
List
Assignee, priority, due date (optional but recommended)
Save the task, then confirm the reference when prompted.
The new task is created in your Lists module and immediately linked to the annotation.
Navigating between tasks and drawings
From drawing → task
On the drawing, open the Tasks tab in the sidebar.
Click any listed task.
The Task Details panel opens, showing the full task info (status, assignee, notes, attachments, etc.).
You can review or update the task while still seeing the drawing in the background.
From task → drawing
Go to the project Lists tab on web.
Open a list and click a task to open Task Details on the right.
Scroll to the Drawing References section.
Click a drawing reference.
BuildOps opens the drawing viewer and zooms to the linked annotation.
Removing a task– drawing link
Sometimes you may link a task to the wrong location or no longer need the reference. You can safely remove the link without deleting the task or annotation.
Remove from the drawing
Open the drawing and select the annotation.
Open its options or association menu.
Click Remove Task Reference (or similar).
The annotation stays on the drawing but is no longer linked to that task.
Remove from the task
Open the task from the Lists tab (Task Details panel).
In Drawing References, find the entry you want to remove.
Click the remove / X icon for that reference.
The task remains in your list however it will no longer points to that drawing/annotation.