Add a Task in Location View

You can add a task to record work that needs to be done on a location.

You can add a task from the location view or the plan view. To add a task in the plan view, see Add a Task in Plan View. You can select the task type from types enabled for the project.

You can create a new task by copying details from a recent task or a library task. The list of recent tasks is synchronized between devices.

  1. Tap Location View and drill down to the location where you want to add the task.
  2. Tap the Add button .
    For iOS, tap the Action Panel button . Then, in the Tasks section, tap Add New.
  3. Tap Task.
  4. Tap the task type you want to add.
  5. Complete the task by doing one of the following:
    • Tap Details to enter information for the task.
    • Tap Recent to copy details from a recently added task to the Details tab.
    • Tap Library to copy details from a library task to the Details tab.
  6. Tap Save at the top of the screen.
The task is added to the selected location.