What is location verification for tasks?
Geolocation allows you to verify that tasks are completed at the correct physical location. When enabled, the Geolocation feature allows you to verify if teams are completing tasks inside or outside of the designated area set by you.
This is particularly useful for tasks that must be done on site, such as opening checks, closing procedures, or equipment inspections.
Location verification creates a simple audit trail showing that critical tasks were completed at the right place and time, without adding extra steps for your team. It's helpful for:
Verifying closing checks are done on-site
Adding an extra layer of accountability for critical tasks
How to set up location verification
Step 1: Configure the location for your site
Before enabling location verification on tasks, you'll need to set up the location for your site.
You can do this in your Site Settings for each individual location, Admins and Managers will be able to enable this setting for the sites that they have access to.
Select the site you want to configure to edit it
You will need to enable your location permissions
Using the address finder, search for your site address or drag & drop the pin on the map to add your location
Set the acceptable radius (the area around the point where task completion will be considered valid). Note: There is a recommended minimum radius of 50 meters.
💡 Note: Only users with permission to manage the site can configure the location. If a site doesn't have this configured, location won't be captured for tasks at that site, even if geolocation is turned on for the task.
Step 2: Enable geolocations on a task
Only Admin users will be able to enable Location Verification on tasks.
Go to the Manage Tasks page
Select the task you want to edit (or create a new task)
In the Task Editor, head to the ‘Reports’ tab
Turn on 'Verify task is completed within designated area'
Hit 'Publish' to save your changes
Learn more about editing tasks here.
Step 3: Team members accept location permissions
The first time a team member tries to complete a task with location verification enabled, they'll see a prompt asking them to allow location tracking permissions.
If they accept using ‘allow while visiting the site’, geolocation will work for all future tasks
If they accept using ‘allow this time, they will be prompted each time they attempt to complete a task with geolocation enabledIf they deny using ‘never allow’, location verification won't work, the tasks the user completes will be recorded as ‘Location unknown’
💡 Note: Accept and deny messaging for browser permissions may vary between browser and device. Location permissions can be updated in your browser settings.
Completing a location verified task
What team members will see
When a task has location verification enabled:
A label on the task shows it has location verification enabled, so team members know in advance
The task can still be completed normally - location verification happens automatically in the background
After completion, the timestamp message will show whether the task was completed inside or outside the designated area or if the location can’t be verified this will display the location unknown label.
Location status labels
Once completed, tasks will show one of three statuses:
Inside designated location - Task was completed within the acceptable radius
Outside designated location - Task was completed outside the designated area
Location unknown - Location couldn't be verified
If the location status is 'Outside designated location' or 'Location unknown', a label will appear alongside the task completion timestamp to flag this, allowing team members to add additional context in the comments if needed.
Viewing location data in reports
Using Task Reports, you can see whether tasks were completed inside or outside the designated location set in your Site Details.
Location tracked tasks will have labels verifying if they were completed inside or outside the designated location or whether the location was unknown.
Troubleshooting
Location shows as 'Unknown'
If a task shows 'Location unknown', this could be because:
The team member hasn't enabled location permissions
Check they've accepted location tracking when prompted
They can choose to edit their location permissions from their browser and device settings
Location isn't configured for the site
Verify the site has a location set in the Site Details tab
Check the acceptable radius has been configured and increase the radius if needed
Only users with permission to manage the site can set up GPS locations
The device is having GPS issues
Ask the team member to open a map application to check if GPS is working generally
Some indoor locations or buildings may have poor GPS signal
Try moving to a location with better signal if possible (e.g. moving from a basement to the ground floor)
The device doesn't have GPS capability
Some devices may not have GPS hardware
Location accuracy can vary between different devices
Team member denied location permissions by mistake
If a team member accidentally denied location permissions, they should be able to update these permissions in their browser settings.
The ability to re-prompt for permissions depends on the browser and device being used. In some cases, they will need to update browser permissions directly in their device settings.
Location shows 'Outside area' but they were on site
This could happen if:
The acceptable radius around the location point is too small - consider increasing the radius in Site Details
The location address for the site isn’t accurate - check and update it if needed, the pin can be dragged and dropped for greater accuracy
GPS accuracy varies by device - some devices are less precise than others
The team member was on the edge of the designated location
Team members can add comments to the task to provide context when this happens.