Add a Task in Plan View Web

Add a task in the plan view using the web application to a specific location on a project.

  1. Select the menu icon in the upper left corner, then choose Plan View.
  2. Select the location for the task in the location list.
    The drawing displays.
  3. Select +Add Task.
    A pin displays in the drawing.
  4. Drag the pin to the task location and select Continue.
  5. If the pin was placed within a calibration, select the associated element and choose Continue.
  6. Choose the task type from the Create Task page.
    Field View displays the Create Task page.
  7. Add information to the necessary fields.
  8. Select Save.
The task is added to the drawing.