Set up and edit project locations

Description:

In order to make the process of adding items more efficient, you are able to set up and manage the list of locations available from the Locations pop-up ahead of time. This can be done at the project level so that they are available on all of your lists.

See also: Add & manage location drawings (Enterprise plans only) to add PDF or JPEG drawing files to your locations so that you can pin your items to them.

If you would like to bulk import locations from an existing database then you can do so using the import feature. See Bulk import assignees & locations.

Don't worry you can also add to this list at the item level too.

Notes:

• The term Location may have been customised to something more relevant to your workflow under the project settings.
• Upon updating or removing a location, all associated items within the project will be updated too. The items will still be there but their list of locations will be updated in line with your changes.

Contents:

This article covers:

1. Add a location to the list
2. Update a location's name
3. Remove a location
4. Reordering locations

Guide:

1. Add a location to the list

1.1. From the home screen go to Your project.

1.2. You will now be presented with the project overview screen.

1.3. Scroll down to the Locations header.

1.4. Tap the Blue Plus button in the bottom right-hand corner of the screen. (Note: you can also bulk upload locations - see Bulk upload assignees & locations)

1.5. Enter the name in the input field under the Location Details heading.

 

1.6. To save your changes make sure to tap the Tick in the top right of your screen when you are done. The location will now be added to the project and will now be available to choose from in the Locations pop-up when you choose who to assign an item to.

2. Update a location's name

2.1. From the home screen go to Your project.

2.2. You will now be presented with the project overview screen.

2.3. Scroll down to the Locations header.

2.4. Tap on the location which you would like to update.

 

2.5. Edit the name in the input field under the Location Details heading.

2.6. To save your changes make sure to tap the Tick in the top right of your screen when you are done. The location will now be updated and this will be reflected on any items within the project which were assigned to them.

3. Remove a location

3.1. From the home screen go to Your project.

3.2. You will now be presented with the project overview screen.

3.3. Scroll down to the Locations header.

3.4. Tap on the location which you would like to delete.

3.5. Tap Delete location on the Manage location page.

3.6. You will be prompted by an 'Are you sure' alert. Tap Remove to delete this location from the project.

4. Reordering locations

You can reorder the locations under a project so that you can then sort items by the custom order. You may wish to do this so that the items can be grouped by location in reports but displayed in a custom order rather than locations A-Z.

4.1 From the home screen go to Your project.

4.2. You will now be presented with the project overview screen.

4.3. Scroll down to the Locations header.

4.4. Tap on the Sort button.

4.5 Choose Reorder locations and you locations will move over to reveal grab handles (⚌).

4.6 Use the handles to drag and drop the locations into the preferred order.

4.7 Tap on the Tick located on the left-hand side of the bottom toolbar when you are done to save the custom sort order.

 

Notes:

• To use the custom sort order in reports, select Locations custom order as the Sort order.
• When opening the Project locations in the future, locations will be sorted in the custom order by default. Use the Sort button to switch between the custom order and A-Z sorting.