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Territories

Territory is a set of projects corresponding to a particular territory on the map, such as a region, a city, a road, etc.

In the Task Planner, you can work with territories on the Tasks tab:

Working with territories

Creating a territory​

Creating a territory

  1. Go to the Tasks tab.
  2. Click New Territories.
  3. Place a marker on the map at the approximate center of the territory. When creating a territory, you can use the search by addresses, places, and organizations on the map.
  4. Enter the territory name (mandatory parameter) and description.
  5. Click Create territory.

Viewing information about a territory​

Go to the Tasks tab. The following information about all territories is displayed:

  • territory name
  • territory description
  • territory creator
  • number of active projects for the territory
  • total number of tasks in all projects belonging to this territory
  • date of last editing of projects belonging to this territory

Editing a territory​

You can edit a territory:

  • edit the map center
  • rename the territory
  • edit the territory description

To edit a territory:

  1. Go to the Tasks tab.
  2. In the territories list, click Territory menu icon for the required territory and select Edit.
  3. Apply necessary changes.
  4. Click Save territory.

Archiving a territory​

You can only archive a territory if there are no current (active) projects in it.

  1. Go to the Tasks tab.
  2. In the territories list, click Territory menu icon for the required territory and select Archive.

Restoring a territory from the archive​

  1. Go to the Tasks tab.
  2. Click Archive.
  3. In the list of the archived territories, click Territory menu icon for the required territory and select Restore.