Description:
Locations are added to items by choosing them from a list. You are able to select as many locations as you would like for each item and you can update these at any time. See Set up and edit project locations for more information on managing the locations on your projects.
You can also associate drawings with your project locations (Premium & Enterprise plans only). This allows you to pin your items on the drawings, providing better clarity on their exact location.
Notes:
- The term Drawing may have been customised to something more relevant to your workflow under the project settings.
- Location drawings are not available on Starter and Personal plans.
Contents:
This article covers:
Guide:
1. Adding locations to items
1.1. Create an item or open up an item you would like to edit.
1.2. Go to the Location heading and tap Select or add.
1.3. If your locations are already set up at your project level then you can choose the locations which you would like to add to the item by checking them. If you have a lot of locations on the project then you can filter them using the Filter or add new input field.
a. If the location is not listed then you can simply add a new one by entering the name in the Filter or add a new input field and tapping the Blue ⊕ button to add them to the list.
1.4. When you are done selecting the locations to add to the item tap Ok. Your item locations will be updated.
1.5. Tap ✓ in the top right of your screen when you are done to save the item.
2. Pinning the item to drawings
2.1 Having added a location to your item that has a drawing associated with it, the Location pins heading will appear under the list of locations.
2.2 The drawings shown will be colour coded in the same colour as their corresponding location. If a location has no drawing associated with it, the location icon will remain as grey.
2.3 Tap on the drawing that you would like to pin the item against to open up the Add pin page. You can zoom in using the buttons in the toolbar. Click and drag to pan around.
2.4 Tap anywhere on the drawing to add a new pin. If you need to change the pin location, simply tap again on the desired spot.
2.5. Tap ✓ in the top right of your screen when you are done to save the pin. You will now see that a pin has been added to the drawing under the Location pins heading and that the preview has been zoomed and cropped to suit the pin location.
2.6 Make sure to tap ✓ on the Manage item page too, to save the item with the new location pin.
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