Task Link FAQs

Yes. While the Task Link panel is accessible to all Revu 21.8 users, you must have an active GoCanvas subscription to use it. Task Link requires both a Bluebeam plan and a GoCanvas subscription to assign tasks to your field teams.

Task Link is available with all GoCanvas plans. An exclusive GoCanvas plan is available for Bluebeam customers who want to access Task Link. Learn more about this plan through GoCanvas.

Task Link requires Revu 21.8.

Yes, Task Link is available with all Bluebeam plans. However, you still must purchase a separate GoCanvas subscription to use the integration.

GoCanvas users who have API access can connect to Task Link. If your existing GoCanvas subscription doesn't include API access, reach out to your GoCanvas account manager.

Yes. Starting with Revu 21.11, you can select Sign in with Bluebeam ID instead of using a separate GoCanvas username and password. Your BBID must match the email address used for your GoCanvas account. The existing GoCanvas sign-in option is still available.

It depends where you sign in. In Revu, a first-time BBID sign in returns an error if you've never had an account on GoCanvas.
On the GoCanvas log in page, selecting Sign In with Bluebeam ID allows you to sign up for a free trial. Once that trial account exists, you can sign in directly from Revu for the rest of the trial period. If your company already has a GoCanvas account, contact your GoCanvas administrator.

It depends. If you already have a GoCanvas account with an email address matching your BBID, you can sign in directly. If not, and no one at your organization has a GoCanvas account yet, you must first create one via the GoCanvas website first.

Before you can create dispatches from Revu, you must have form templates ready in GoCanvas. Forms are the templates your field teams will fill out. You create these forms within GoCanvas, not Revu. Once you create your forms, you must enable "Dispatch" on each form (a setting in GoCanvas). They'll become available for selection when you create a dispatch from a Revu markup.

To learn how to create forms, visit the GoCanvas help center page on form creation.

See our Task Link article to get started.

When you create a mobile form in GoCanvas to use with Task Link, you must enable the Dispatch feature on that form. Doing so tells GoCanvas that the form can be assigned as a task from Revu. See the GoCanvas documentation on enabling Dispatch.

If the assignee dropdown menu is blank, you likely haven't assigned the form to your team members. See the GoCanvas documentation on assigning a form to your users.

Only mobile forms can be scheduled and dispatched from Revu. Web forms can still be linked to a markup once they've been completed, which helps keep all your documentation connected in one place.

Yes. The PDF that contains the markup will be accessible to your field teams from the GoCanvas mobile app.

Revu PDFs exist wherever you've set them up (your local device, a Studio Project, or a document management system). GoCanvas forms and the submissions created from them are stored on GoCanvas servers. To learn more about where data is stored within GoCanvas, visit their Security & Infrastructure Overview.

For questions about creating forms, configuring dispatches, managing GoCanvas users, or other GoCanvas-specific issues, contact GoCanvas support directly or consult their help center. For questions about Task Link functionality within Revu itself, contact Bluebeam support.