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Geolocation
How do you edit the geolocation of tasks and events?
How do you edit the geolocation of tasks and events?
Training avatar
Written by Training
Updated over a week ago

1. What does this feature enable?

When you create an event from the calendar and tasks menu and associate it with an account, the account’s geolocation is automatically added as the event address. You can also add a different location to a task or event. This way, if you are meeting somewhere new (not in the vicinity of the corresponding account) you can confirm where the event is occurring (meeting, visit, etc.), view the route, and check-in.

2. How do you edit the geolocation of tasks and events?

Add or edit the geolocation of a task or event as follows:

When you create a new task or event using the form:

  • If the task or event is not associated with an account. In this case, when you create the task or event from the respective menu, click "Add Address" to confirm the address where the event will be held.

Android devices

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iOS devices

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  • If the task or event is associated with an account. If you are associating a task or event with an account, the location field is automatically completed. Click "Edit Geolocation" to confirm a new address if you are meeting at a different location.

Android devices

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iOS devices

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If the task or event has already been created and you wish to add or modify the geolocation, go to the task or event and click "Edit" then following the corresponding instructions, as detailed above.

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