How to move a task onto a plan – Knowledge Base

Overview

You can associate a task with a plan by adding a plan to the "Task Attributes" section or you can leave a new comment with the plan name using the "@" sign ("@planname").

Using the 'tagging feature' to associate the task with a plan _8___Repair_wall_board_once_t-stat_is_moved___123_Main_Street.png

Drag and drop

You can drag and drop a task onto a plan. To add a task to a particular location, on the web, you can simply drag and drop it onto the plan.

Open the plan in question and locate the task in the column along the ride side of the screen. Simply drag the task onto the plan where you would like it, and you'll see the task icon change again, this time to a pin icon. This is because the task is now geo-tagged and will appear where you place it.

You can even drag and drop multiple tasks at once like this:

If you need to move the task pin once it is on the plan, you need to first click on the icon that is highlighted in the screenshot below. Once that icon is clicked, it will be highlighted in blue. At this point, you can click on and move the task pin to a new location on the plan sheet.