Manage Your Project's Task List

In a project with lots of open Tasks, it's important to be able to quickly filter and find the Tasks that are most important to you. Basemap offers three options that work together to give you complete control over the Tasks displayed in your list.

These three interface controls are:

  1. You can toggle between "All Tasks" for your project and "My Tasks" (only the tasks that are assigned to you). In each case, the toggle will work in coordination with the other two options below.
  2. You can click this dropdown menu to select between showing all Incomplete Tasks (the default) and showing other lists, including: Overdue, Due Soon, Completed, Recently Completed, and All Tasks.
  3. The Search input will search the currently displayed list of tasks (based on the two options above) and display only tasks that have text matching your search input. All of the task's fields are searched, including the name, description, and due date.

Using all three options together, you can quickly track down specific tasks or combinations of tasks.

As always, reach out to Basemap Support with any questions.

Assigning New Tasks and Editing the Assignment of existing Tasks

Basemap now lets you assign specific Project Tasks to your project's team members, both when creating the Task initially and later as responsibility for a Task changes from person to person.

To assign a Task to a project team member when you're creating it, first click the "Show More" button next to the Task quick entry field. This expands the interface to let you provide a description and due date, as well as choose the assignee for your new Task.

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Click the arrow next to the "Assign..." field to view the list of Project users and select the new Task's assignee.

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When you're viewing the list of Tasks in your Project, hovering over an individual Task gives you a couple of important options. The pencil icons that appear let you edit each of the fields for your task. Clicking the pencil icon to the right of the current assignee for a Task lets you re-assign that Task to another user in the project.

To the left, you can click the "i" Info icon to view detailed information and history for the Task. This includes when it was created, which user created it, when it was last modified, who modified it, and the history of changes to its assignment. Note that "Last Modified" shows when a change was last made to a Task's title, description, or due date — that is, a change to the purpose or priority of the task. The Last Modified date doesn't change if the only modification to a Task is its assignment.

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2018-02-19 - Basemap Release & Task Assignments

Basemap was updated last night with a variety of features, fixes, and changes. Here's a partial list of what's new:

  • You can now assign Tasks in your Project to other users creating a new task, and then quickly re-assign Tasks from the Project's Task List. All of the users allowed to view and modify data on your Project will appear in the Assignment list.
  • You can view a task's history by clicking the "i" Info icon that appears when hovering the mouse over a Task item in the project list. This history will show when the Task was created, as well as its full history of changed assignments over time and when it was marked as completed.
  • When viewing your Project's Task list, you can toggle between viewing All Tasks for the Project, or only "My Tasks" — those that are assigned to you.
  • We fixed an issue with Excel exports from the map that occurred if your map layer names had certain special characters that Excel doesn't allow worksheet names.
  • A message is now displayed at the top of a public FileRoom page, letting team members and Contributors know they can log in to view the full project and upload files to the FileRoom, respectively.
  • Improved the user interface for users who are allowed to create new Projects for more than one Organization. It's now more clear which Organization will own the Project you're creating.
  • We made several changes under the hood that will let us deliver a number of new features for your Project Task lists in the coming weeks.

As always, reach out to Basemap support with any questions!

 

2017-12-15 - Basemap Release

Basemap received an update last night that includes a number of new features and enhancements to existing capabilities:

  • There is an entirely new interface available for attaching project files to the points, lines, and polygons on your project map. You can now attach existing project files, or upload new files from your computer to attach to the map. When uploading new files, you can define tags for them and they'll appear in your Project Files list.
  • Related to that, there's a new interface for managing the files that are already attached to map features. When a feature has one or more files attached, that's shown in the data attributes on the right sidebar. Click the "File(s) Attached" link to view the files, where you can share, download, modify, or detach them from the selected feature.
  • When viewing files in a Project FileRoom, you can now easily modify the tags assigned to those files, including removing the file from the FileRoom by un-tagging it as needed.
  • We fixed an issue that could cause problems when downloading KML/KMZ data from the map if your Map Layer names had special/unicode characters in them (such as degree symbols, etc).

As always, don't hesitate to reach out us at basemap.help@geolens.biz if you have any questions.

Need Help? Basemap Now Has Built-in Walkthrough Tips

Basemap now includes helpful walkthroughs and tips for the most frequently-used pages in the application. At the top of the following pages, the main navigation area now includes a "Help" option:

  • My Projects
  • Project Files
  • FileRooms
  • Map
  • Tasks
  • Project Settings (visible to Project Owners)
The Help option is found at the top-right corner of many pages within Basemap.

When you click that "Help" link, Basemap will highlight and explain key features on the current page. These are presented with explanations and tips that you can step forward/backwards through to learn about each page's features.

To navigate through the walkthrough, you can click the "Next" or "Back" buttons — or use the left and right arrow buttons on your keyboard.

To close the walkthrough, you can click any non-highlighted area on the page or hit the ESCape key on your keyboard.

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2017-11-23 - Basemap Release

Here's a rundown of the updates we released to Basemap this week:

  • There is now a "Help" link at the top of most pages in the site, including your list of Projects, project Files, FileRooms, Map, Tasks, and Project Settings. When you click that, you'll see a dynamic walkthrough that highlights and explains the key features and options on each page. Let us know what you think, and whether there are additional details you'd like to see in the walkthroughs.
  • When viewing the list of your project's FileRooms, you can now see the date the FileRoom was created and the user who created it. Those columns can also be used to sort the list and to search/filter the FileRooms to find what you're looking for.
  • When adding files to a FileRoom, you can now make changes/selections on multiple files in the list (from the existing files in your project).
  • We've updated the user interface that lets you remove multiple files from a FileRoom (by updating the files to no longer include the FileRoom tags).
  • A few other minor issues were addressed that impact when certain actions are disabled/enabled based on your selected files.

We're continuing to improve Basemap by improving existing features, and adding many new features based on user requests. As always, feel free to reach out with any questions or suggestions — basemap.help@geolens.biz

Export your spatial data and create a custom map in Google Earth

With Basemap, users have the ability to export their spatial data in Google Earth's KML/KMZ spatial format and create a map using that application.

First, turn on all layers you want to export to KML in the Layer dropdown in Basemap. Once you have the layers you want, find the export button on the map toolbar and select the KML/KMZ - Google Earth option to automatically download your data.

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With Google Earth open, drag and drop the downloaded file onto the map and double click a layer in the Places section to automatically zoom to that extent.

Click the print icon on the top menu to configure map objects (north arrow, title, scale bar, legend, etc...)

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Once the map objects appear, you can click them to edit and/or click & hold to drag that object around for desired placement - The Title and Legend can be customized and moved whereas the North Arrow and Scale Bar can just be moved. You can also click and drag anywhere in the map to configure the desired extent and placement of your map data in relation to the objects. When you zoom in or out to a further extent, the scale bar adjusts automatically.

Clicking Map Options in the upper left will also give you advanced map configuration options such as adding & removing map objects, altering the background imagery, and saving/loading GE Print files. A GE Print file is a Google Earth map configuration/layout file type - Once a map layout is customized to your liking, you can save the layout as a GE Print file to re-use in the future. If you load that same GE Print file when making your next map with new data, the same layout will be set as the default in an effort to keep your paper maps consistent. (Further Map Object customization is possible with the use of HTML code).

Next to the Map Options menu is the Page Setup... menu where you can alter typical page layout options such as Paper, Orientation, and Margins.

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To customize individual data layers, right-click a layer in the Places section on the left and select Properties.... In the resulting menu you can adjust settings like map symbols, colors, size, opacity, etc..See the example below on resizing the Fire Hydrants in the map:

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Once changes are made to individual layers, you must 'refresh' the legend for changes to take affect in it - to do so, simply click on the legend and find the Refresh from View option at the bottom of the resulting menu to have your legend reflect any layer changes.

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Once you have made all final tweaks, you can either print directly or save the map as a pdf.

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For more information on custom map configuration in Google Earth click here

Adding Files to a Project FileRoom

FileRooms are a great way to organize and share your projects and with the recent updates to Basemap, adding files to your project FileRooms is easier than ever. There are several ways to start the process of adding files to an existing FileRoom.

1. From the list of FileRooms, click the "+" action icon to the left of your FileRoom's name.

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2. From within a FileRoom, you can use the "+" action icon at the top-left of the page.

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3. Also within a FileRoom, you can drag and drop files from your computer on to the FileRoom's page in the same was as you can on the main Files page.

Regardless of which way you start the process, the interface for adding files to the FileRoom is the same. You'll see that it's divided into two parts — 

The "Project Files" tab lets you add files that are already in your Basemap Project to your FileRoom. As with the Files list for your project, you can click the column headers to sort the files, use the Search box to quickly find matching files, and you can use the checkboxes at the bottom to choose which of your FileRoom's Tags you want to apply to files you're adding. Check the "Select" checkbox to the left of the file(s) you want to add, then click Save to apply those Tags and save your changes.

The "Upload New Files" tab lets you add new files to your Project and Tag them for your FileRoom in one step. This is also the interface you'll see if you drag and drop files from your computer on to the FileRoom page. Or, use the "Select Files" button to select the file(s) from your computer you want to add. Notice that the Tag(s) for your FileRoom have already been selected in the interface.

Click "Upload All" to upload the files from your computer to the project and the Tag(s) you've selected will be applied to those files at the same time.

Don't forget that you can also modify your FileRoom to allow outside contributors to upload files, you can generate a unique public URL to allow access to files, and you can share your FileRoom's contents with others via email.

November 2017 Basemap Release

On November 2, Basemap was updated with several noteworthy changes and features:

  • When adding files to FileRooms, you can now choose to add existing files that are already in your Project, or you can upload new files from your computer. Just drag and drop the files on to your FileRoom and they'll automatically get the appropriate Tags added!
  • Improved the handling of Tags in the Project Files sidebar... when you filter files or modify their assigned Tags, the sidebar will reflect new/changed Tags immediately.
  • Improved the feature for copying FileRoom and Sharing URLs to your computer's clipboard so that it's more compatible across all browsers.
  • Added this "Getting Started with Basemap" tutorial blog to the user menu (upper-right) for quick access to support articles and walkthroughs.
  • Improved performance of search and navigation options in Project Files and FileRooms.
  • Simplified the workflow/process for the "Reset Password" option.
  • Many other minor bug fixes and performance improvements.

As always, feel free to reach out to us at basemap.help@geolens.biz with any questions!

Easily Share Project Files with Others

Throughout Basemap, the Share lets you quickly share any file in your project with others — the recipient doesn't even need to have a Basemap account to receive the file(s).

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Clicking on the icon opens file sharing panel, which provides two ways to share a file:

  1. Share Public URL — This method provides a unique URL that you can give to others and, when visited, allows them to download the file you're sharing.
  2. Share via Email — Sharing via email lets you specify the people who should have access to the file you're sharing.

Let's look at each in more detail.

The dialogue opens automatically in the Share via Email tab.

The dialogue opens automatically in the Share via Email tab.

Share Public URL generates a public URL for a file, which you can copy to your system clipboard to share via email, IM messages, in documents, and more. Start by checking the box that reads "Allow access to _______ via Public URL?" to enable the feature, then click the link button to copy the URL to your clipboard. You can set an optional expiration date for your shared file, after which the URL will no longer allow access to the file. Finally, click the blue Save button to make the public URL active for use. 

To share a file via an email message sent from Basemap, provide the recipient's email address (or multiple addresses separated by comma), and optionally include a message, specify an expiration date for access to the file, and send a copy to yourself if desired. For security purposes, and to ensure that large files don't get filtered out by email systems, the email that's sent does not include the file as an attachment. Rather, a link to the file is provided in the email message. If an expiration date was specified, the link will stop working after that date.

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From here you can paste [CTRL+V] the link wherever you like (personal email, slack, etc...). When the receipient clicks on the link, the resulting page looks like this:

Click on the file name to download

Click on the file name to download

Be aware that your internet browser may be setup to open certain file types (usually pdfs, images, etc...) If a recipient clicks on the file name and another window or tab of your browswer displays the file, right click that file and select "Save As..." to download to your local machine

You can always tell if a file has been shared publicly by the 'Shared' icon on the Files page. See below:

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