Project Move Tasks
Within the Projects Module it is possible to create Move Tasks. These allow for Assets and Contacts to be moved from one Location to another via a Project Task.
Modules > Projects > Project - Tasks Groups - Project Task
The link will open the Tasks Groups / Project Task grid. It is a grid view that can be customised and sorted as normal.
To add a new Project Task click New 
, to edit an existing Project Task click Edit 
. A pop up window will appear which will allow the creation or amendment of a Project Task.
To make the Task a Move Task the Type must be set to Move Task. Upon Save additional sub navigations will be come available. These include:
- Move Assets
- Move Contacts
Move Assets
Click to view more detail.
Move Asset Tasks will allow Assets to be easily moved from one Location to another.
Modules > Projects > Project - Tasks Groups - Project Task - Move Assets
Click to view - Move Asset Fields and Descriptions
| Field Name | Description |
|---|---|
| Asset To Move | |
| Asset | From the drop down select the Asset to move. |
| Asset Tag | Auto populated from the selected Asset. |
| Asset System | Auto populated from the selected Asset. |
| Original Building | Auto populated from the selected Asset. |
| Original Location | Auto populated from the selected Asset. |
| Move Details | |
| Move To Building | From the drop down select the Building to move the Asset to. |
| Move To Location | From the drop down select the Location to move the Asset to. |
| Scheduled Move Date | Enter the scheduled date for the Assets to be moved. |
| Actual Move Date | Auto populated with the date the Assets are actually moved. |
| Notes | |
| Additional Notes | Free text notes relating to the Asset move. |
Complete the fields and click Save 
. Once the Asset Move header has been completed and saved an icon will appear to allow the Assets to be moved. To move the Assets click Move Assets 
.
Move Contacts
Click to view more detail.
Move Contact Tasks will allow Contacts to be easily moved from one Location to another.
Modules > Projects > Project - Tasks Groups - Project Task - Move Contacts
Click to view - Move Contacts Fields and Descriptions
| Field Name | Description |
|---|---|
| Contact To Move | |
| Contact | From the drop down select the Contact to move. |
| Original Building | Auto populated from the original Contact. |
| Original Location | Auto populated from the original Contact. |
| Move Details | |
| Move To Building | From the drop down select the Building to move the Contact to. |
| Move To Location | From the drop down select the Location to move the Contact to. |
| Old Desk No. | Auto populated from the original Contact. |
| New Desk No. | The new desk number |
| Old Phone No. | Auto populated from the original Contact. |
| New Phone No. | The new phone number |
| Old Fax No. | Auto populated from the original Contact. |
| New Fax No. | The new fax number. |
| Scheduled Move Date | The scheduled date to move the Contacts. |
| Actual Move Date | Auto populated with the date the Contacts were actually moved. |
| Labels Required? | Check the box if labels are required for boxes. |
| No. of Boxes | If the Labels Required box is checked the number of boxes required can be entered. |
| Notes | |
| Additional Notes | Free text notes regarding the Contacts move. |
Complete the fields and click Save . Once the Contact Move header has been completed and saved an icon will appear to allow the Contacts to be moved. To move the Contacts click Move Contacts 
.
If labels have been requested they can be printed by clicking Print Labels 
.
