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Create a Location Task in Asite Field

The article will explain how to create a location task in Asite Field.

Users must create a Location Task Form in Asite Field to raise and manage tasks linked to specific project locations or sub-locations. Location Tasks help teams track issues, assign actions, and monitor progress directly from the project layout.


Prerequisites

Required Permissions

Permission

Description

Create Permission on Site Tasks Form

Allows users to raise a Site Task form.

NOTE: Users assigned with Response Tasks can also respond to a location task (for the specific task instance), even if they do not have the Create permission.


System Requirements

System Requirement

Description

Location Task Configuration

Location Tasks must already be configured on the required project.

Locations and Sub-locations

Locations and sub-locations must be added to the project.

Drawing Plans

Required locations must have calibrated PDF drawing plans.


How Do I Create a Location Task in Asite Field?

  1. Select the required project.

  2. Tap Locations from the bottom navigation bar.

  3. Select the required location or a sub-location.

  4. Tap the required area on the location plan.

  5. Long-press the required location and select Site Task.

  6. Enter the required task details in the form.

  7. Add images or attachments if required.

  8. Tap Send to create the task.

TIP: Tap Save Draft to save the task and complete it later or Cancel to discard changes and return to the previous screen.

NOTE: If you tap Cancel after entering data, a confirmation message will appear to prevent accidental loss of unsaved changes.


Location Task Form Fields

Field

Description

Recently Created Location Task

Select a recently created task to copy its details and modify it for a new task.

Select a Photo

Attach one or more images to the task.

Task Title

Enter a title for the location task.

Task Type

Select the type of task being created.

  • The values for this can be managed by creating a dropdown configurable attribute named Task Type.

Workpackage

Select the related work package.

  • The values for this dropdown can be managed as part of defect types.

Location

Select the project location for the task.

  • This field is auto-populated if a location is already selected.

Description

Enter a description for the location task.

Start Date

Select the task start date.

Due Date

Select the task due date.

Assign To

Select the user responsible for the task.


Available Image Markup Options

When trying to add an image, the following markup options appear:

Option

Description

Freehand Pencil

Draw or highlight areas on the image.

Date & Timestamp

Add the date and time to the image.

Textbox

Add text notes or instructions.

Rectangle / Square

Highlight areas using shapes.

Arrow

Point to specific details in the image.

Undo / Redo

Reverse or repeat recent actions.

Colour Picker

Select colours for annotations.

Eraser

Remove selected annotations.

Clear All

Remove all annotations from the image.

Delete

Delete the image.


Additional Top Bar Options

Depending on your form configuration, the following top-bar options may also be available:

Option

Description

Location Pin

Select or update the task location if not already selected.

Attachment

Attach external files to the task.

NOTE: To learn more, check Attach an External File to the Form.

Three-dot Menu

Allows users to associate files, aMessages or forms with the Site Task.

Options available under the three-dot menu:


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