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How to Create a Task for a Plan Marker in CrewBox

Turn a pinned location on the drawing into assigned work in two clicks.

Create the task

  1. Open the project's Plans area and select the plan page.
  2. Hover over the marker for the location that needs work.
  3. On the hover card, click Create Task for Marker.
  4. The task dialog opens with the task pre-named and linked to that location — finish it off:
    • Adjust the Title and add a description.
    • Set Status and Priority pills.
    • Set the due date and time (required).
    • Pick an Assignee and any Tags.
  5. Save. The task lands on the project's Kanban board, linked to the marker.
  • The crew member opening the task knows exactly where on the plan the work is.
  • The marker's hover card keeps its Photos / Documents / Comments counts, so the location's full history stays in one place.
  • Plans search can find markers by the content of what's attached to them.

Tips

  • Attach photos to the marker first (red pin means no photos yet) so the assignee sees the current condition.
  • Tasks created this way behave like any other task — drag them across the Kanban board, filter them, and bulk-edit them.