Tasks

Quick Access

This guide provides instructions on creating, editing, and deleting tasks in your project within the Smart Site Plan Platform.

Creating a Task

Create tasks to manage project reminders, optionally linked to specific map locations.

1. In the main menu, select the Overlays panel.
2. At the bottom of the Overlays panel, select the button labeled Task.
3. Complete the task creation form:
   • Enter a Name for the task, which will appear as a layer under Tasks in the Overlays panel.
   • Select a due date in the Date of Occurrence field.
   • Indicate if the task repeats by selecting a frequency, if applicable.
   • Choose a notification time to alert you when the task is nearing its due date. The task will turn yellow, and the notification counter will increment by one. Note: The notification time must be shorter than the repeat frequency.
   • Choose whether to link the task to a map location:
     • For linking, select Yes, click Confirm, click a location on the map, and select Save. Note: You can later add or attach data to this map entity.
     • For no linking, select No, click Confirm, and provide additional task information in the provided fields. This information appears when the task is selected in the Overlays panel.
4. Select the button labeled Finish to create the task.

Editing an Existing Task

Modify an existing task to update its details if plans change.

1. In the main menu, select the Overlays panel.
2. At the bottom of the Overlays panel, select the button labeled Edit.
3. Next to the task you want to modify, select the button labeled Edit.
4. Make the desired changes and select the button labeled Finish to save.

Deleting a Task

Remove a task from your project when it is no longer needed.

1. In the main menu, select the Overlays panel.
2. At the bottom of the Overlays panel, select the button labeled Delete.
3. Next to the task you want to remove, select the button labeled Delete.

Notifications

Monitor upcoming tasks through notifications displayed near the Search Bar.

1. When tasks are nearing their notification time, a red counter appears next to the Notification button near the Search Bar, indicating the number of tasks due.
2. Select the Notification button to view your tasks.

Need more help with Tasks? Our team is here to help. You can reach us at Smart Site Plan Support.