Add a Task to a Location in the Web Application

Device users most often add a new task to a specific location on the mobile device, but you can also add a task to a location using the web application.

1. Confirm that the correct business unit is selected in the Business Unit field, and that the correct project is selected in the Project field.
2. Select Tasks > View Tasks Lists.
3. Click the Add Task button .
4. In the Add Task window, select a location. If you want to add a task to:

   Option	Description
   A GPS location	Enter values in the GPS section: lat, long, and Accuracy(m) fields.
   A location defined in the project	Click next to the Location field. In the Location Picker window, expand the location tiers until you find the specific location to which you want to add the task. Click Apply.

5. Add a task description. If you want to add:

   Option	Description
   A business unit Library Task	Click next to Add From Library Tasks. In the Search Library Tasks window, enter search criteria and click Search. Click a library task in the grid.
   A new task	In the Description field, enter a description of the new task. Then select an option in the Task Type list.

6. Complete the remaining fields in the Add Task window:

   The remaining fields may display depending on whether:

   • A default task has been set for the project.

   • You selected a Library Task vs. a new task in the Add Task window.

   Option	Description
   Status	To change the workflow status, select. In the Change Task Status window, select an option in the Status list, and then select Save.
   Change Status Comments	The reason for changing the status.
   Package	The grouping for the work being performed.
   Issued to Organisation	The organisation responsible for completing the task.
   Target Date
   Issued By User	Select a project person issuing the task.
   Cause	The reason this task is being added.
   Caused By	The organisation that is responsible for the reason this task is being added.
   Priority	Select a priority.
   Save As Library Task	Select this checkbox to save this task to the business unit Task Library for possible reuse in other projects.

7. Do one of the following to save the task:
   • Click Save to save this task.
   • Click Save And New to save this task and add another.