Rename photos within tasks
Overview: rename photos within tasks
Renaming a task photo replaces a generic camera filename with a descriptive label in CxPlanner and in exports, which is used when punch list documentation needs clear photo names.
It does not rename the original file on your device.
- Your role must allow you to edit the task. Assigned users can rename photos on tasks they can edit.
- You can find the control on the open task - photo - three dots menu.
- This changes the photo name in the task view and in later exports.
How to rename photos within tasks
- Open the task and click the three dots menu in the top-right corner of the photo.
- Enter a new descriptive name for the photo.
- Click Save.
Results: rename photos within tasks
- The new name appears in the task view
- New PDF exports show the updated name
- The file on your device keeps its original filename
- The change is recorded in task history
Troubleshooting: rename photos within tasks
Problem | Cause | Solution |
|---|---|---|
Cannot see the rename option | You cannot edit this task | Ask the responsible user, a Manager, or an Admin to rename it, or get edit access |
Name change not showing in PDF | PDF was generated before the rename | Regenerate the PDF after renaming the photo |
Updated on: 07/26/2026
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