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Managing Locations

This guide covers how to add, edit, and organize locations in Taskr.

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Adding a New Location

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Step-by-Step

1. Navigate to Locations in the sidebar
2. Click Create New or the + button
3. Fill in the location details:
   • Name (required) - Location name or identifier
   • Address - Street address
   • City/Suburb - City or suburb name
   • State - State or territory
   • Postcode - Postal code
   • Customer - Link to customer (optional)
4. Click Save to create the location

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Required vs Optional Fields

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Address Autocomplete

Taskr uses address autocomplete:

1. Start typing the address
2. Select from suggestions
3. Fields auto-populate
4. Coordinates are set automatically

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Editing a Location

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Quick Edit

1. Click on a location in the list
2. Click Edit button
3. Modify the desired fields
4. Click Save

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Updating Coordinates

1. Open location details
2. Click Edit
3. Either:
   • Enter coordinates manually
   • Use “Locate on Map” button
   • Re-enter address to auto-detect
4. Click Save

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Location Details Page

When you click on a location, you see:

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Overview Tab

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Related Data

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Linking Locations to Customers

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From Location

1. Open location details
2. Click Edit
3. Select Customer from dropdown
4. Click Save

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From Customer

1. Open customer details
2. Go to Locations tab
3. Click Add Location
4. Either create new or link existing
5. Click Save

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Adding Assets to Locations

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From Location Detail

1. Open location details
2. Go to Assets tab
3. Click Add Asset
4. Fill in asset details
5. Click Save

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Moving Assets Between Locations

1. Open asset details
2. Click Edit
3. Change Location field
4. Click Save

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Map Features

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Viewing Location on Map

1. Open location details
2. Click Map tab or view
3. See location pin
4. Use zoom and pan controls

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Getting Directions

1. Open location details
2. Click Get Directions
3. Opens in your default maps app
4. Navigate to location

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Map Filters

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Access Information

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What to Include

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Adding Access Notes

1. Open location details
2. Click Edit
3. Enter in Access Instructions field
4. Click Save

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Searching and Filtering

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Quick Search

Use the search bar to find locations by:

• Name
• Address
• Customer name
• Postcode

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Advanced Filters

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Importing Locations

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Bulk Import

1. Go to Settings > Import Data
2. Select Locations
3. Download the template
4. Fill in location data
5. Upload completed file
6. Review and confirm

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Import Template Fields

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Exporting Locations

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Export Options

1. Apply filters if needed
2. Click Export
3. Select format (CSV, Excel)
4. Choose columns to include
5. Download file

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Location Status

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Active vs Inactive

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Changing Status

1. Open location details
2. Click Edit
3. Toggle Status
4. Click Save

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Best Practices

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Naming Conventions

• Use descriptive names (e.g., “ABC Corp - Head Office”)
• Include customer name for customer sites
• Be consistent with format

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Data Accuracy

• Verify addresses on creation
• Check GPS coordinates on map
• Update when details change
• Regular data audits

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Access Information

• Keep gate codes current
• Update contact details
• Note any hazards
• Include photos if helpful

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Troubleshooting

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Common Issues

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