How do I create and update Areas to filter my Issues?

Defining Areas is easy, and once done all Issues that sit within a given area are automatically tagged to it - allowing you to manage and report out more easily.

Note: Area definition is limited to users with site or account admin permissions only.

All users can see and use the defined Areas.

 

For a full overview of the Areas feature, please watch this video:

Step by step:

Area definition

1. From your site dashboard, click the 3 dots in the top menu, then Create Areas

2. Select the level on which you want to see or define Areas

3. You can navigate the plan by zooming with your mouse scroller, and left click and drag to move the plan

4. To add a new Area, click Create

5. Name your area and add the order rank - this is the order in which you would like your areas to be displayed in drop downs. In general this would start at 1 and count upwards, but you can also repeat the numeric part of the plot number for ease

6. Draw your Area polygon - hover over each corner and click the mouse to draw. You can add as many corners as you like to define more complex shapes. To close the area, double click for the final corner, then press Save.

7. To edit an existing Area, click on the green shape then click and drag any of the corner markers to another position. Click Save again to store the new shape.

8. You can copy Areas between levels using the copy button. This will open a popup where you can add the new name, the new rank, and the new level to copy to. Clicking Copy will copy the Area to the new level.

9. If required, you can delete an area using the dustbin icon.