Locations are Groups of users who share the same work location. After creating your locations, you can add members to one or more locations for easy reference. In this article, we'll discuss how to create and manage locations.
Adding Locations
- From your Dashboard menu, click Settings Icon.
- In the sidebar menu, click Locations.
- Here you'll find a list of your existing locations.
- In the top right-hand corner, click + Add Location.
- In the first field, enter the location name:
- Tip: Use short names, such as Upper East Side.
- (Optional): Add a photo that represents this location.
- Click Save Location.
- After saving your location, click the Location box.
- Click + Add Members.
- Select the members you want to assign to this location.
- Click Done.
Pro Tip: After adding members to a location, you can easily refer to them when assigning tasks or sending alerts from the Groups dropdown.
Editing Locations
- From your Dashboard menu, click Settings Icon.
- In the sidebar menu, click Locations.
- Click the existing location you wish to modify.
- From the location details page, click Edit Location.
- Update the Location Name and/or Photo.
- Click Update Location.