Bluebeam Revu Task Link Explained: GoCanvas Integration, Dispatches, and Real-World Workflows

In this episode of Morning Coffee Review, we dive deep into Task Link in Bluebeam Revu and its integration with GoCanvas. Learn how Task Link works, pricing details, how to create and assign dispatches, build AI-driven forms, manage field reports, inspections, and RFIs, and understand real-world workflows from design to field execution. If you’re exploring digital forms, task tracking, and project closeout workflows inside Bluebeam Revu, this episode is for you

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Chapters:
00:00 – Welcome & Episode Overview
00:51 – What Is Task Link? GoCanvas + Bluebeam Revu Explained
02:17 – Task Link Pricing vs Full GoCanvas License
03:15 – Task Link Access in Bluebeam Revu 21.8
05:23 – Where to Find the Task Link Panel
06:23 – Signing In & API Authentication Workflow
08:30 – GoCanvas Dashboard Overview
09:15 – Forms vs Dispatches Explained
10:07 – Why Tasks Don’t Show Up Immediately
11:11 – GoCanvas Mobile App Walkthrough
12:23 – Viewing and Managing Assigned Tasks
13:29 – Attaching Dispatches to Bluebeam Markups
14:38 – Use Cases: Field Reports, Inspections, Timecards
15:52 – Limitations: User Licensing & Access
16:56 – Completing a Task from the Mobile App
18:02 – Viewing Completed Submissions in Bluebeam
18:46 – Creating AI-Driven Forms from PDFs
20:54 – Editing & Customizing Mobile Forms
23:23 – Testing Forms on Mobile
24:54 – Publishing Forms & Dispatch Settings
27:38 – Pre-Filling Dispatch Data
29:21 – Creating Dispatches Directly from Bluebeam Revu
31:21 – Task Status Tracking (Sent, Received, Completed)
33:03 – Filling Out a Dispatch in the Field
35:14 – Reviewing Completed Reports in Bluebeam
36:16 – Custom Columns & Task Status Tracking
37:10 – Using Task Link in Studio Sessions
40:42 – Submissions vs Dispatches Explained
43:28 – Attaching Existing Submissions to PDFs
47:15 – Exporting PDFs with Tasks for Project Closeout
50:25 – Vendor & External User Limitations
51:20 – RFI Workflow Walkthrough
53:06 – Field-Created RFIs & Office Review
56:09 – Dispatching RFIs from Bluebeam
58:06 – Task Status Transparency & Final Thoughts