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Cartegraph Campus

Create Task From a Request

Asset With a Location Task

  1. Click the Requests tab.

Click Add Request Layer.

  1. Highlight the Request you want to create a Task for.
  2. Click View.
  3. Click 2018-04-17_1018.png.
  4. Select an Asset Type.

Select the asset’s location.

Click Shape to set the task as a point, line, or polygon.

  1. Click Create.
  2. Select an Activity.
  3. Select the Start Date and Stop Date.

Select a Due Date.

Select the Priority.

Assign Labor to the Task.

  1. Click Next.
  2. Select Create Task, Create Work Order, or Add to Existing Work Order as appropriate.
  3. Click Finish & Save.

Create another Task for the Request.

  1. Click Close.

The created Tasks display in the Requests’ Tasks section.

Non-Location Asset Task

  1. Click the Requests tab.

Click Add Request Layer.

  1. Highlight the Request you want to create a Task for.
  2. Click View.
  3. Click 2018-04-17_1018.png.
  4. Select an Asset Type.
  5. Click Non Location Assets.
  6. Select an asset.

Repeat for additional non-location assets.

  1. Click Save.
  2. Click Create.
  3. Select an Activity.
  4. Select the Start Date and Stop Date.

Select a Due Date.

Select the Priority.

Assign Labor to the Task.

  1. Click Next.
  2. Select Create Task, Create Work Order, or Add to Existing Work Order as appropriate.
  3. Click Finish & Save.

Create another Task for any other asset related to the Request.

  1. Click Close.

The created Tasks display in the Requests' Tasks section.

Asset Tasks for a Group of Assets With and Without Location

  1. Click the Requests tab.

Click Add Request Layer.

  1. Highlight the Request you want to create a Task for.
  2. Click View.
  3. Click 2018-04-17_1018.png.
  4. Select an Asset Type.
  5. To add assets with a location, select the asset on the map.

Click Shape to set the task as a point, line, or polygon.

Repeat for additional assets.

  1. To add assets without a location, click Non Location Assets.
  2. Select an asset.

Repeat for additional non location assets.

  1. Click Save.
  2. Click Create.
  3. Select an Activity.
  4. Select the Start Date and Stop Date.

Select a Due Date.

Select the Priority.

Assign Labor to the Task.

  1. Click Next.
  2. Select Create Task, Create Work Order, or Add to Existing Work Order as appropriate.
  3. Click Finish & Save.

Create another Task for any other asset related to the Request.

  1. Click Close.

The created Tasks display in the Requests' Tasks section.

Non-Asset Task

  1. Click the Requests tab.

Click Add Request Layer.

  1. Highlight the Request you want to create a Task for.
  2. Click View.
  3. Click 2018-04-17_1018.png.
  4. Select a Non-Asset.

Add the location.

Click Shape to set the task as a point, line, or polygon.

  1. Click Create.
  2. Select an Activity.
  3. Select the Start Date and Stop Date.

Select a Due Date.

Select the Priority.

Assign Labor to the Task.

  1. Click Next.
  2. Select Create Task, Create Work Order, or Add to Existing Work Order as appropriate.
  3. Click Finish & Save.

Create another Task for the Request.

  1. Click Close.