How to Create, Edit, or Delete Sites

Managing sites on TaskPilot involves creating, editing, and deleting entries. Here’s how you can perform these actions step by step:

Navigate to the Administration Section

Log in to your TaskPilot account. In the sidebar menu on the left, click on Administration and select Clients from the dropdown menu.

Creating a Site

On the Clients page, find the client to whom you want to add the site. Hover over the client’s row to reveal the Edit icon on the right. Click the Edit icon to open a modal. In the modal, click + Add Site. Fill in the site details, including the name, address, contact person details, and any necessary files or links to the map. Once you have filled in these details, click Add Site and then click Save Changes to create your new entry.

Editing a Site

To edit a site, first locate the client associated with the site you wish to modify. Hover over the client’s row to reveal the Edit icon on the right. Click this icon to open a modal. Find the site you want to adjust and click the Edit icon next to it. Update the site details as needed and click Save Changes. After that, click Save Changes again to apply the updates.

Deleting a Site

To delete a site, find the client associated with the site you want to remove. Hover over the client’s row to reveal the Edit icon on the right. Click this icon to open a modal. Find the site you wish to delete and click the Delete icon next to it. Confirm your decision, and then click Save Changes to remove the site from your list.

Managing sites on TaskPilot is straightforward and efficient, ensuring you can easily add, edit, or delete entries as needed. For more detailed instructions or to explore additional features, refer to our comprehensive guide. Happy managing!