---
title: "Create RFI Tasks in Document Annotations"
slug: "create-rfi-tasks-in-document-annotations"
tags: ["Area - Forms", "Role - All users", "Focus - Construction", "Type - Residential", "Trade - Roofing and Exteriors"]
updated: 2026-06-29T20:30:30Z
published: 2026-06-29T20:30:30Z
canonical: "help.servicetitan.com/create-rfi-tasks-in-document-annotations"
stale: true
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Create RFI Tasks in Document Annotations

## Overview

RFI tasks let you pin requests for information directly onto project documents and drawings, keeping questions tied to the exact location and context that triggered them.

[Create RFI Tasks in Document Annotations Video](https://fast.wistia.net/embed/iframe/1e14j5fabk?web_component=true&seo=true&videoFoam=false)

---

### 

#### Who uses this feature

- Office employees
- Primarily for Residential Construction and Commercial Construction business types
- Applies to all trades

#### Feature configuration

- Account configuration is required to use this feature. Please contact [Technical Support](http://go.servicetitan.com/ask) for details.

## Things to know

- Not all RFIs need to be associated with a file. You can also create them directly from the project's RFI screen in which case they will not be linked to a file.
- Documents attached to an RFI task are not stored in Document Management. They are stored separately.
- From the RFI screen, select **View on file** to jump back to the pinned location on the drawing.
- Deleting a pin unlinks it from the drawing. It does not delete the RFI record.
- If you do not have permission to view a file, following the drawing link from an RFI shows an access notification instead of the file.
- RFI task pins behave like comments. They stay visible on the drawing across annotation versions.
- RFIs are available in the ServiceTitan Field Mobile App. For more, see [Open project document annotations from messages and RFIs in the ServiceTitan Field Mobile App](/v1/docs/open-project-document-annotations-from-messages-and-rfis-in-fma).

## Create an RFI task on a document

1. Open a project and go to the **Documents** section.
2. Click **View all documents and folders**.![Document management interface displaying recent media and attachments with a highlighted button.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-rfi-tasks-in-document-annotations-image-uax9v3co.png?sv=2026-02-06&spr=https&st=2026-11-12T04%3A25%3A50Z&se=2026-11-12T05%3A25%3A50Z&sr=c&sp=r&sig=GXaIg6fhvXikEdv5wnOLvhckNiOpBRn%2F%2FYq4QVg4IUA%3D)
3. For the file you want to annotate, click **More** ![A simple icon in the shape of three dots, lined up vertically.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-more-vert.png?sv=2026-02-06&spr=https&st=2026-11-12T04%3A25%3A50Z&se=2026-11-12T05%3A25%3A50Z&sr=c&sp=r&sig=GXaIg6fhvXikEdv5wnOLvhckNiOpBRn%2F%2FYq4QVg4IUA%3D) **> Annotate**. more, see [Use Annotation Tools in documents](/v1/docs/use-annotation-tools-in-documents).
4. Click **Tasks**, then click the location on the document where the question applies.![Blueprint layout of a room with dimensions and furniture placements indicated.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-rfi-tasks-in-document-annotations-image-q69o0pne.png?sv=2026-02-06&spr=https&st=2026-11-12T04%3A25%3A50Z&se=2026-11-12T05%3A25%3A50Z&sr=c&sp=r&sig=GXaIg6fhvXikEdv5wnOLvhckNiOpBRn%2F%2FYq4QVg4IUA%3D)
5. A pin drops at that location and a task panel opens. In the task panel, fill in the RFI details:
  - **Task subject:** A short title that identifies the RFI.
  - **Assigned To:** The person responsible for answering the RFI.
  - **Due Date:** The date a response is needed.
  - **Priority:** How urgent the RFI is.
  - **Schedule Impact:** Whether the issue affects the project timeline.
  - **Cost Impact:** Whether the issue affects project costs.
  - **Question:** The detail you need answered.
6. (Optional) Click **Upload Files** to attach supporting documents.

> [!NOTE]
> **Note:** Attached documents are not stored in Document Management.
7. Click **Add RFI** to save the task.![Task management interface showing assigned tasks, due date, and contact information.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-rfi-tasks-in-document-annotations-image-zv5cyl3n.png?sv=2026-02-06&spr=https&st=2026-11-12T04%3A25%3A50Z&se=2026-11-12T05%3A25%3A50Z&sr=c&sp=r&sig=GXaIg6fhvXikEdv5wnOLvhckNiOpBRn%2F%2FYq4QVg4IUA%3D)

The new RFI task appears in the panel and is pinned to the document.

## Link to an existing RFI task from a document

Open a project and go to the Documents section.

1. Click **View all documents and folders**. ![Document management interface displaying recent media and attachments with a highlighted button.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-rfi-tasks-in-document-annotations-image-uax9v3co.png?sv=2026-02-06&spr=https&st=2026-11-12T04%3A25%3A50Z&se=2026-11-12T05%3A25%3A50Z&sr=c&sp=r&sig=GXaIg6fhvXikEdv5wnOLvhckNiOpBRn%2F%2FYq4QVg4IUA%3D)
2. For the file you want to annotate, click **More** ![A simple icon in the shape of three dots, lined up vertically.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-more-vert.png?sv=2026-02-06&spr=https&st=2026-11-12T04%3A25%3A50Z&se=2026-11-12T05%3A25%3A50Z&sr=c&sp=r&sig=GXaIg6fhvXikEdv5wnOLvhckNiOpBRn%2F%2FYq4QVg4IUA%3D) **> Annotate**. For more, see [Use annotation Tools in documents](/v1/docs/use-annotation-tools-in-documents).
3. Select the **Unpinned** tab. ![Hydrant inspection report detailing test date, location, and general information sections.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/rfi-unpinned.jpeg?sv=2026-02-06&spr=https&st=2026-11-12T04%3A25%3A50Z&se=2026-11-12T05%3A25%3A50Z&sr=c&sp=r&sig=GXaIg6fhvXikEdv5wnOLvhckNiOpBRn%2F%2FYq4QVg4IUA%3D)
4. Find the RFI you want to place on the document and click **Place Pin**.
5. Click the location on the document where the question applies.

## Find and filter RFI tasks on a document

1. Open the document and enter annotation mode.
2. Click **RFI Tasks**.![Blueprint of a house layout showing rooms, dimensions, and furniture placement.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-rfi-tasks-in-document-annotations-image-ac7ft5ay.png?sv=2026-02-06&spr=https&st=2026-11-12T04%3A25%3A50Z&se=2026-11-12T05%3A25%3A50Z&sr=c&sp=r&sig=GXaIg6fhvXikEdv5wnOLvhckNiOpBRn%2F%2FYq4QVg4IUA%3D)
3. Use the search bar to search by keyword, or filter by status or priority.
4. Click **Visit RFI Page**.![Blueprint showing kitchen layout with task details and RFI information on the side.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-rfi-tasks-in-document-annotations-image-j0nn39bh.png?sv=2026-02-06&spr=https&st=2026-11-12T04%3A25%3A50Z&se=2026-11-12T05%3A25%3A50Z&sr=c&sp=r&sig=GXaIg6fhvXikEdv5wnOLvhckNiOpBRn%2F%2FYq4QVg4IUA%3D)

You are redirected to the *RFI* section on the *Project* screen.![Overview of RFIs with total counts and task statuses displayed on the dashboard.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-rfi-tasks-in-document-annotations-image-agf94fwc.png?sv=2026-02-06&spr=https&st=2026-11-12T04%3A25%3A50Z&se=2026-11-12T05%3A25%3A50Z&sr=c&sp=r&sig=GXaIg6fhvXikEdv5wnOLvhckNiOpBRn%2F%2FYq4QVg4IUA%3D)

## Edit an existing RFI record

1. From within the document's RFI Tasks panel, click the RFI task you want to open.

> [!NOTE]
> **Note:** Alternatively, you can go to the project screen.
2. Click an RFI to open it.
3. Update any editable fields, such as cost impact or other details.![Task details including assigned person, priority, and potential impacts on cost and schedule.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-rfi-tasks-in-document-annotations-image-agx0ep20.png?sv=2026-02-06&spr=https&st=2026-11-12T04%3A25%3A50Z&se=2026-11-12T05%3A25%3A50Z&sr=c&sp=r&sig=GXaIg6fhvXikEdv5wnOLvhckNiOpBRn%2F%2FYq4QVg4IUA%3D)
4. Update the RFI status as needed.![Task details including assigned person, due date, and priority level are displayed.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-rfi-tasks-in-document-annotations-image-32iy72fx.png?sv=2026-02-06&spr=https&st=2026-11-12T04%3A25%3A50Z&se=2026-11-12T05%3A25%3A50Z&sr=c&sp=r&sig=GXaIg6fhvXikEdv5wnOLvhckNiOpBRn%2F%2FYq4QVg4IUA%3D)

## View an RFI on a document

When an RFI links to at least one pin, the RFI screen shows a link back to the drawing.

1. Open the RFI from the *RFI* section on the *Project* screen.
2. Select **View on file**. ![ServiceTitan interface showing RFI details, including project and file link options.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/rfi-view-on-file.jpeg?sv=2026-02-06&spr=https&st=2026-11-12T04%3A25%3A50Z&se=2026-11-12T05%3A25%3A50Z&sr=c&sp=r&sig=GXaIg6fhvXikEdv5wnOLvhckNiOpBRn%2F%2FYq4QVg4IUA%3D)

The drawing opens in an annotation view and zooms in to the pinned location.

![Blueprint showing layout with highlighted areas for plumbing and electrical installations.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/rfi-on-document.jpeg?sv=2026-02-06&spr=https&st=2026-11-12T04%3A25%3A50Z&se=2026-11-12T05%3A25%3A50Z&sr=c&sp=r&sig=GXaIg6fhvXikEdv5wnOLvhckNiOpBRn%2F%2FYq4QVg4IUA%3D)

## Manage RFI tasks

From the RFI screen, click **More**![A simple icon in the shape of three dots, lined up vertically.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-more-vert.png?sv=2026-02-06&spr=https&st=2026-11-12T04%3A25%3A50Z&se=2026-11-12T05%3A25%3A50Z&sr=c&sp=r&sig=GXaIg6fhvXikEdv5wnOLvhckNiOpBRn%2F%2FYq4QVg4IUA%3D)and select one of the following options:

- Create Change Order
- Download PDF
- Archive

![Task details including assigned person, due date, and project information displayed clearly.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-rfi-tasks-in-document-annotations-image-jl1vs3r5.png?sv=2026-02-06&spr=https&st=2026-11-12T04%3A25%3A50Z&se=2026-11-12T05%3A25%3A50Z&sr=c&sp=r&sig=GXaIg6fhvXikEdv5wnOLvhckNiOpBRn%2F%2FYq4QVg4IUA%3D)

## Want to learn more?

- [Manage project media files and forms](/v1/docs/manage-project-media-files-and-forms)
- [RFIs and Change Order Requests overview](/v1/docs/rfis-and-change-order-requests-overview)
- [Use annotation tools in documents](/v1/docs/use-annotation-tools-in-documents)