Rename photos within tasks

Overview

How do I rename a photo in a task?

Renaming photos in tasks helps keep your documentation clear, organized, and professional. Instead of generic filenames like IMG_0012.jpg, you can give photos descriptive names that make them easier to identify in CxPlanner and in exported reports.

When and why to use this

Renaming photos is useful when you want to:

• Make task documentation easier to review.
• Ensure exported reports are professional and easy to understand.
• Replace generic camera filenames with descriptive labels.

The system will:

• Update the photo name in both the task view and all related reports.
• Apply the new name immediately after saving.

Limitations:

• The change only applies within CxPlanner - it does not rename the original file on your device.
• You can only rename photos attached to tasks you have permission to edit.

Guide - How to rename photos within tasks

1. Open your task and click on the three dots menu in the top right corner of the photo.
2. Enter a new, descriptive name for the photo.
3. Click Save to apply the change.

Behavior and results

• The updated name appears immediately in the task view.
• The new name is also shown in any exported reports.
• The original file stored on your device or upload source is not renamed.
• The name change is logged in the task’s history for traceability.

Troubleshooting

Quick facts

• Requires: Project role Manager or higher
• Location: Task → Photo → Three dots menu
• Affects: Task documentation, exported PDF reports

Updated on: 08/12/2025