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1. How do I create a location?

Creating locations2:26

"How do I create a location?"

A location groups people together based on where the people physically work. Once people are grouped into a location, you can share bookmarks and notes with each of those people.

To create a new location:

  1. First, tap: MenuLocationsNew location
  2. Once it's open, type in the name of your new location.
  3. Optionally, you can also tap the circle and set the list colour and image.
  4. Next, tap: Set address
  5. And type your location's address. As soon as you start typing, it automatically suggests similar addresses.
  6. Once you've tapped on your address, it fills everything else in for you, but you can still type in your own changes.
  7. Once you're ready, tap: Save
  8. Once it's saved, you'll see the full address with a matching map preview.
  9. And finally, optionally, you can also add notes to your location. For example, notes on Wi-Fi or fire exits.

To add notes to a location:

  1. First, select the location on: MenuLocations
  2. Then scroll down to the "Notes" heading, and tap the "Edit" button:
  3. Once it slides out on the right, type out the notes you'd like to share with the location's people.
  4. You can format your notes using Markdown, including: bold text, and bullet lists.
  5. To learn more about formatting with Markdown, tap the question mark button:
  6. You can type in as many notes as you want. Even pages of notes is fine. Once you've finished typing your notes, tap: Save
  7. And finally, once it's saved, you'll now see your notes shown on the main page for your new location.

Keep in mind that:

  • Anyone who's added to a location can see all the notes and bookmarks of that location.
  • Only people who've got "Full org admin" permissions can create, make changes, or add people to a location.

To learn more:

And that's it! That's everything you need to know about creating a location!

Updated: Thu, 19 Oct 2023.

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www.1st.money/help/General/Locations/1._How_do_I_create_a_location