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In this article, you'll learn how to access the TaskMapper application and get started with the initial setup.

When you're invited to join, you'll receive an email with the subject line "User Invitation" (Fig 1 & 2). Once you accept the invitation, you'll be taken to the login page, where you can create your password. 

The login credentials are the same for both the mobile and web applications.

Once on board, you can personalize your profile in the Profile Settings. In the General section, you can update your profile picture, first name, last name, email, mobile number, and timezone.

To change or update your password, navigate to the Security section. The Security section also displays all active sessions associated with your login. To log out of other sessions, click 

To manage your notifications, head over to your profile settings. From there, you can customize your preferences to determine how you receive them. You can enable or disable desktop notifications or accept them only for mentions in conversations or comments, activity updates, or shared items. It's all up to you!

Click the language icon next to the search bar to set your preferred language. You can choose the language you feel most comfortable communicating in from the drop-down menu. It's important to note that TaskMapper supports many languages, including English, Japanese, Spanish, Portuguese, and German. However, TaskMapper can process any text or language you input, regardless of your chosen language.

to create a support ticket, or click this 

TaskMapper - Getting Started

Organization details can be updated on the Accounts setting page. Under the general section, details such as the organization's name, address, and logo can be updated.

Figure 1: Organization Details in Account Settings

Asset properties provide additional information about assets, such as AC & DC capacity, asset area, and asset type. They are common for all organization assets.

Figure 3: Metadata Information in Asset Dashboards

You have various options for fields, including text, checkboxes, radio buttons, email and mobile number fields, money fields, dropdown menus, URL fields, and date fields.

Figure 4: Adding new Asset Metadata field

To organize your assets on the home page, you can group them using the dropdown fields in the asset metadata. By selecting the appropriate dropdown fields for each asset, you can easily categorize them and quickly find what you need. 

You have three options to view assets: tile, map, or list view. Click the ellipsis to see the assets and their information in the tile view. Alternatively, you can view the asset pinned on the map. You can see the list of assets and their information in the list view. Choose the view that works best for you!

Access and manage all your project documents in one place. Upload, share, and store datasheets, warranties, approvals, and more.

To upload files or folders, click on the '

Organizing tasks and forms can be daunting, so categories are so helpful. They allow you to sort your tasks and forms into groups, making it easier to navigate, sort, and find what you need quickly.

Task templates streamline creating and assigning repetitive activities. Once created, a template can be shared organization-wide or limited to a specific project. Reusing the suitable template accelerates task creation.

Scheduling information like assigned teams, reviewers, start and due dates, priority, and frequency for recurring tasks can be stored in Task templates. Users with Manager or Template Manager level permissions can add Task templates, which can be pre-defined at an organization or project level. 

All project teams can share task templates created at the organization level.

A new template in the Forms UI allows you to choose between creating a stand-alone form or a Workflow. 

Figure 16: Stand-alone Form Template or a Workflow Template

A form template can be defined for any repetitive data capture. It standardizes the data fields to be captured, and specific information can be mandated. Geofencing and time stamps can also ensure auditable records.

The intuitive drag-and-drop builder offers pre-defined formats and fields. Available templates can be previewed, allowing users to customize specific fields in pre-existing form templates for a particular use.

There are a couple of ways to invite the users to your organization. 

Figure 19: Shareable Link for Multiple Users

The platform has two lists available: Members and Invitation. The Members list contains the users who have accepted the invitation, while those who have yet to are enlisted under the Invitation List.

TaskMapper - Account Administration

User access levels help you control what information each person can see and edit. You can easily decide the access level for individuals or groups and determine what actions they can take. This way, everyone can work effectively while keeping your account secure!

The permissions page consists of two sections: permission levels and applications. Applications refer to TaskMaskmapper's various features, while permission levels are access rights that users or roles can customize.

1) Admin or Manager permissions are required to set permissions.
2) Task & Forms has Template Manager permissions, which allow users to create templates. Click 

 Manage user access to assets and define roles and teams. Below is the permission matrix.

 View and change the status of assigned tasks, attach comments, and create or modify task templates. You can also create, modify, and close tasks assigned to or owned by you. Additionally, you can modify and close all tasks and import task templates from other assets. The permission matrix below shows the access based on the assigned permission.

 Forms require templates to be created in advance, unlike Tasks. The permissions for Forms differ from those for templates. Permissions for Forms include the ability to:


1. View or manage submitted forms only
2. Create a new form
3. View responses and historical submissions for all forms
4. Fill out and submit any form, regardless of assignment
5. Modify any form, which includes changing assignees, priority, dates, categories, and tags.

The permissions for templates include:

1. Viewing all form templates, such as workflows, form layouts, and settings.
2. Creating new form templates.
3. Modifying existing form templates, including workflows, forms, and their settings.
4. Importing a template from one asset to another.

 This module includes sections for documents and transmittals. In the document section, you can manage, access, view, and download shared documents. You can add new versions, share documents, and update properties only for items that you have edit access to.

Additionally, you can create document placeholders and upload files or folders. You will have access to view and download all documents. Furthermore, you can add new versions and share and update document properties for all available files and folders.

Modify DMS templates, custom fields, and properties

Perform actions on transmittals and submittals, excluding reviews.

Plans give you access to all non-private drawings and their annotations/markups. You can add, update, and delete annotations/markups. View all private and non-private drawings. Toggle the privacy setting for any drawing. Below is the permission matrix for plans

 You can view all schedules, create new schedules, update all schedules and activities, configure settings, and manage versions. Below is the permission matrix for schedules.

 Access project-related information in the dashboards. With permissions, view all dashboards. Share any dashboard. Add, update, and remove dashboards and widgets. Below is the permission matrix for dashboards.

This map-based view allows users to access and manage layers, vectors, and charts based on specific permissions. These permissions can be controlled for different sections of the map. Below is the permission matrix for each section of the map.

Take control of your inventory management with designated permissions to create drafts or publish transactions. 


Access item details and stock information.

Edit the bill of materials and unpublished transactions.

View reports and configure various settings.

This feature provides a map-based view that allows users to manage and monitor defects according to specific permissions. 

Users can:

View assigned defects on accessible maps.

Update assigned defects' status, priority, assignees, and serial numbers.

Add notes and attachments for assigned defects.

Update all defects' status, priority, assignees, and serial numbers.

Add notes and attachments for all defects.

Permissions control user access levels. We have a couple of ways to manage permissions.

Creating permission sets and assigning them to users and teams via roles effectively manages and organizes permissions. This method helps streamline workflows and maintain a secure and efficient system.

1) Owner—The owner has full access to all modules and resources in the organisation and manages global and asset admins.

2) Global Admin - Gets full access to all modules and resources in the entire organization and manages asset admin users.

3) Asset Admin - Gets full access to all modules and resources within the respective assets.

Figure 2: Roles and assigning global admin default role to users.

Configure and manage roles to set specific permission levels for users and teams. Tailor access rights to ensure appropriate resource access and enhance operational security. To create a custom role, click on "New Role."

Input the role details(1), choose the members or teams(2), and select the necessary permissions to assign(3).

User permissions are set at the individual user level(1). They can be set up by opening a user profile(2) and updating the permissions(3).

 TaskMapper - Permissions

The Document Management System (DMS) is designed to help you manage documents smoothly throughout the project. With features that streamline document storage, retrieval, collaboration, and distribution, everyone involved can easily access and share important project-related documents. Plus, it integrates flawlessly with the tools you already use, so you can find what you need within the project management workflow.

Digitize all documentation from preconstruction through construction, commissioning, and operations and organically build a central cloud-based repository.

The primary objectives of the Document Management System module are as follows:

a. Efficient Storage and Retrieval: We've made it easy for you to upload your project-related documents and organize them in a clear, user-friendly folder structure. Plus, we've added powerful search features that let you quickly find what you’re looking for using keywords, tags, or metadata.

b. Collaboration and Version Control: Collaborate with features for commenting, annotating, and giving feedback on documents, everyone can stay on the same page. Plus, you can easily keep track of document versions and revisions, so comparing and retrieving earlier versions is a snap.

c. Document Sharing and Distribution: Make it easy to share documents with project stakeholders, whether they're inside or outside the organization! Set up access controls and permissions to ensure that only the right people can view, edit, or download specific documents.

d. Integration: Integrate the DMS module with SharePoint. This way, we can create a smooth and enjoyable user experience. Plus, we'll make it easy to link documents to other helpful modules like project management and Forms.

e. Security and Compliance: Implement robust security measures to protect documents from unauthorized access or data breaches. Ensure compliance with relevant data protection and privacy regulations. Regularly back up documents to prevent data loss.

Creating workflows and submitting transmittals.

Define customizable workflows that outline the actions required for document review, approval, and distribution.

Generate transmittals to send documents to specific recipients, track their delivery and receipt, and maintain an audit trail.

Collaborate and provide feedback on documents directly within the tool

Define approval workflows, assign approvers, and track the progress of approvals in real-time

e. Export Excel Reports of Documents and Transmittals

Excel Reports for documents: Our module facilitates the generation of Excel reports for folders and subfolders, providing comprehensive insights into document status and custom fields. Additionally, these reports include version and transmittal histories for each document, enabling users to track changes and document movements over time effectively.

Users can export PDF reports of transmittals, consolidating all relevant information, including documents, transmittal metadata, and activity history.

History of document activities, including transmittals, workflow actions, approvals, and reviews

Secure sharing and distribution of documents with project stakeholders, team members, clients, subcontractors, or regulatory authorities, ensuring efficient and controlled information exchange

Quickly locate specific documents based on keywords, metadata, or document attributes. This accelerates document retrieval, especially in large-scale projects with extensive documentation, saving time and effort. Custom metadata can be mapped between our system and SharePoint, ensuring that all relevant information is transferred.

Documents are synchronized between our DMS and SharePoint, ensuring consistency and up-to-date information. 

 to learn about integration with Sharepoint.

To archive files/folders, select the files and under actions, click '

Users can filter by all files/folders or view the shared information. By default, the filter is set to '

'. To view only the shared information, the user must click on the drop-down menu next to the filter icon and select '

There are multiple ways to share a file/folder with other team members

a)Click on a file/folder and the share icon

b) If there are multiple files/folders to be shared. Select the files/folders and under '

Note: When sharing a file or folder, it's important to consider the level of access you want to provide. You can give a user view-only access, allowing them to see the content but not make any changes. Alternatively, you can give view and edit access, enabling the user to view, share, and download the file or folder.

To download an individual file/folder, click on the folder or a file and click on the download icon 

To download multiple files/folders, select the files/folders and under '

To move a file/folder, select the files or folders and under '

Choose the destination folder and click on '

' to add and move the files to new folder.

You can sort the files or folders by clicking on the title bar.

9) How to view the activity log of a file/folder?

To view the activity log of a file or folder, simply click on it. The activity log keeps track of all users who have accessed the file or folder and any activity performed on it, along with a time stamp for each event. This allows for easy tracking and monitoring of file and folder activity.

To upload a new version of a file, click on the file in the '

' window. You can upload the new version of the file by clicking on '

TaskMapper Files/DMS

TaskMapper provides a map-based interface for assigning, managing, monitoring, and updating the progress of all on-site activity. Accessible on both the desktop and mobile, users can create tasks, embed forms or checklists, attach files and media, and update progress on their mobile, tablet, or desktop.

With Tasks, you can create templates for repetitive activity and share them at the team, project, or organization levels. 

Create templates for common activities like Quality Control, Maintenance, Operations Management, Planning, and Inspections. These can be customized or edited to support your specific requirements.

Task templates include Categories that can be used to filter and sort tasks (they can be user-defined/ organization or project-specific), the Start and Due dates for each task (for easy scheduling and tracking), Assignees and Reviewers (they can be users or teams), and Tags (usually user-defined) that also help with retrieval of associated tasks.

Figure 3: Predefining a Template with details such as Assigness, Reference Attachments, Subtasks, Geofence and Schedule

You can create Tasks using the existing Templates. Users with Manager-level or higher permissions can modify the details for each task. Click 

 to learn more about user access management.

Tasks can be created directly or associated with a specific component on your site's map. Checklists and Forms can be embedded to structure activity and data capture. 

In the above example, the task is added to the selected component. It should be visible on B13-R29-C10

Specific tasks can be geofenced, and the automated time stamp provides an auditable record that assures the integrity of the data captured.

Figure 6: Geofencing Tasks For Field Operatives

Any existing task can be duplicated, and specific fields can be selected and customized for duplicate tasks. Dependencies, blockers, linked tasks, or subtasks can be added manually. 

NOTE: Manager or higher permissions are required to create dashbaords.

Task templates simplify creating and assigning repetitive activities. Once a template is created, it can be shared at the organization level to make it accessible to multiple projects or limited to a specific project. You can accelerate task creation by reusing the right template.

Scheduling information, such as assigned teams, reviewers, start and due dates, priority, and frequency for recurring tasks, can be stored in Task templates. Users with Manager or Template Manager level permissions can add Task templates, which can be pre-defined at an organization or project level. 

Users can also create tasks while recording observations or incidents on-site with the TaskMapper mobile app. These tasks will automatically record the location on the map with the timestamp and support media and attachments. 

Figure 11: Managing tasks on the mobile app

Comments are linked to Tasks and help teams collaborate with contextual information. Comments record any changes in the status of Tasks, including adding reviewers or assignees.

NOTE: Comments from any users related to each Task can also be accessed by specified teams/users (tagged users, task assignees/task watchers) from the Conversations feature.

Common use cases for templates that multiple projects can reuse: 

You can define and customize dashboards to monitor the progress of Tasks/sub-tasks.

Individual Tasks can be exported to a .PDF and shared. You can also select multiple Tasks and export them into a .CSV

Task Dashboards (as with all dashboards) can be exported to a .PDF

Figure 15: Individual Task Export (PDF Export)

User and Role permissions are defined in Account Settings under Users and Roles.

How to view all project related tasks and filter by status?

The Tasks application shows all your tasks in one place. Tasks can be created in other application like the Maps, Plans, Project Management, and Files. To view all of your tasks, navigate to the Tasks application.

Use templates or create new tasks. Tasks are available in Maps, Plans, Project Management, and Files. Managers can modify details, but permissions vary by user.

' and choose the location on the map to add the task. Click on confirm.

Subtask can be defined as a smaller task that is part of a larger task. Breaking down a larger task into smaller subtasks can help in better organization, planning, and execution. Subtasks can also help track progress and identify potential obstacles or challenges. By dividing a task into subtasks, it becomes easier to manage and complete the overall task efficiently.

To add a sub-task, enter a task and click on '

TaskMapper Tasks

TaskMapper Forms simplifies onsite data capture with digital forms. Users can create forms with a drag-and-drop builder, choose from pre-defined templates, and define them as part of a larger workflow. Workflows support rules-based routing and conditional logic, helping teams replicate best practices and gain complete control of processes.

NOTE: This is especially useful in time-sensitive processes like RFIs, Change Requests, Submittals, and Transmittals.

Figure 1: Map and Mobile Interface for Tasks

A new template in the Forms allows you to choose between creating a stand-alone form or a Workflow. 

Figure 2: Stand-alone Form Template or a Workflow Template

A form template helps you capture repetitive data easily by standardizing the fields and ensuring you include all the necessary details. Plus, with geofencing and timestamping, you can keep track of everything and ensure your records are accurate and reliable.

With our intuitive drag-and-drop builder, creating forms is easy. You can choose from a variety of pre-defined formats and fields and even customize specific fields in pre-existing form templates to fit your needs. Plus, you can preview available templates before making your selection.

A simple form builder comprises Sections and Fields.

Forms are divided into sections with headings for specific information. This arrangement makes it easier for users to fill in and for recipients to organize and analyze the data.

Under sections, we have Basic, Checklist, Table, and Signature.

 adds a blank section in which all the field items, such as the Text Field, Number, Date & Time, etc., can be dragged and dropped.

 lists items or actions to be checked or performed.

 allows column-wise inputs. Field types such as Text Field, Yes / No, Dropdown, Number, Date, Money or Formula can be selected.

 field is added to authenticate a section of the form. By including a signature field, you can ensure that the form parties involved have agreed to the terms and conditions or confirm their inputs.

Simple forms can be designed to capture data from the field, including multimedia, files or documents, and time stamps, and can also be geofenced.

Forms can be designed to be a part of a workflow. This workflow can be used to assign specific sections or blocks to different teams for further review or to provide additional information. Workflows are beneficial for expediting processes that involve multiple teams. They can send notifications and escalate issues for quicker response times and process adherence. Additionally, workflows support rules-based routing and conditional logic.

Figure 8: Conditional logic in a Form Workflow

Customizable form fields can be assigned to specific teams for better access control. Advanced features like scheduled reminders, pre-defined escalations, and form rollbacks ensure improved process oversight and real-time notifications for specified users in case of any delays.

Form blocks include conditions that the user can customize. 

Conditional routing allows users to define specific workflow steps and additional information requests based on earlier responses.

Responses to each form can be viewed by clicking through the specific line item under Form Templates. 

Reports can be defined and customized to track form submissions and progress.

Forms can be created directly from the forms feature or the map view. 

1) To add a new form. Go to Forms and click on

2) To add a form in the map view. Go to the maps and click on 

3) Confirm the location on the map to add the form.

4) In the final step, enter the form name, choose the form template and select the assignees.

To create a simple form. Goto Forms and click on 

. Templates created at the organization level can be shared with assets.

Simple forms can be designed to capture data from the field, including multimedia, files or documents, and time stamps, and can also be geofenced. To create a simple forms template, choose 

The form builder is an intuitive drag-and-drop builder that offers pre-defined formats and fields. Available templates can be previewed, allowing users to customize specific fields in pre-existing form templates for a specific use.

A form workflow is a series of steps or processes followed to collect, process, and manage data from a form. This workflow typically includes the creation and design of the form, the distribution and collection of the form, the validation and verification of the data, and the data analysis. Below are the steps to create a workflow

1) To create a form workflow, go to Forms, click on 

2) In the workflow builder, the first step is to build a form. Click on 

to create the initial step in the workflow.

TaskMapper Forms

TaskMapper Maps

TaskMapper provides a comprehensive platform for managing construction on your project site. In this section, we explore how you can use taskmapper to update construction counts on the map, link construction progress to MS Projects/ Primavera schedules, and to set up QC workflows for gating progress. All the features described below require a one-time setup; users will need to share project files (CAD drawings, BOM quantities, construction workflows, project schedules) - please contact your account manager or 

Overview of Construction Progress Reporting

The above guided slideshow provides you with an overview of how to use the Taskmapper Maps feature to update construction counts. 

Working with Tasks and Forms on the Construction Site

 to components or locations on the construction site, either from the desktop browser or from the mobile app. Forms are useful for creating complex workflows that require users to input a lot of data - such as QC checklists or Punchlists. Tasks are useful for making quick observations on the site, or a simple call to action (for instance, a task calling for clearing debris blocking an access road). 

Forms can be used to gate construction progress. For instance, in the below example, the transition from "Tracker Installed" to "Tracker Accepted" is a QC step. We can choose to traverse this step using a Construction Count update as described in the previous section (where the user simply enters a quantity for the number of QC checks that were done), or create a break in the Construction Progress workflow that will force the user to fill out a detailed QC checklist before the component moves on the next step. 

Linking your construction progress to a project schedule

The above guided slideshow provides you with an overview of how to use the Taskmapper Maps feature to update construction counts. For a detailed guide on creating and working with project schedules, please refer to the 

TaskMapper allows you to use drone maps to audit construction progress data, or can be used as a primary source of construction counts. In either case, all drone maps are typically stored in a separate map and can be accessed for viewing historical progress or for general visual inspection of the site.

TaskMapper Construction Management

At Therm, we use thermal imagery to keep solar sites healthy. Our intelligent AI algorithm can precisely spot and categorize over 20 defect types. Plus, our seamless integration with the Task productivity suite means quick and easy fixes for any problems in the field using handy mobile task management tools.

FIGURE 3: DEFECT REMEDIATION WITH TASKMAPPER MOBILE APPLICATION

Data setup and defect remediation using Therm.

The thermal map is the drone-acquired thermal imagery.

Our AI algorithm in Therm helps identify defects in the solar array and classify them into specific types, such as Bypass Diode Active, Hotspot, and Module Hot. You can easily view these identified defects on the Map page or track them separately on the Defects page.

Filters help to quickly narrow down the data displayed to only those records you care about. The set ﬁlter will apply to all the pages on the Therm page. Some of the options in the ﬁlters are:

Filter by defect type, status, priority, and temperature difference.

We've colour-coded all the thermal issues for your convenience. The left-hand column contains the colour legend and defect types. Just click on a defect to select or deselect the defects you'd like to view on the map.

To view the visual map and the AutoCAD layer, just click on the icon at the bottom left of the map. You'll find options like CAD Layout, Visual Layout, and Thermal Layout.

When you click on a defect, you will be taken to its location on the map. The defect details provide helpful information about its status, including Status, Priority, Assignees, Attachments, and notes.

Let's ensure that each defect has the current status. We have some commonly used pre-set status options. These status options also have a clear identifier on the map, which is colour-coded for easier reference.

If a specific defect needs more attention or on-site fixing, you can assign it to individual users or teams for further investigation or action.

Knowledge Base

TaskMapper - Getting Started

TaskMapper - Account Administration

TaskMapper - Permissions

TaskMapper Files/DMS

TaskMapper Tasks

TaskMapper Forms

TaskMapper Maps

TaskMapper Construction Management

TaskMapper Therm

TaskMapper Plans

Scan App (Module Serial Number Scanning & Mapping)

TaskMapper Inventory

TaskMapper Project Management