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Locations: Create, Edit, Deactivate, Delete

Note: You need to have Owner or Admin permission to manage locations.
Locations are the foundation of your Zenput account. Each physical place where a form is submitted represents a location, making it easy to track activity, identify issues, and manage users across your organization. This comprehensive guide will walk you through everything you need to know about managing locations – from adding new ones to temporarily deactivating or permanently deleting them.

🔍 Navigate this article:

  1. Understanding Locations & External Keys
  2. How to Add Locations
  3. How to Edit Locations
  4. How to Deactivate Locations (Temporary)
  5. How to Reactivate Locations
  6. How to Delete Locations (Permanent)

Understanding Locations & External Keys

Locations are an integral part of every Zenput account. Each physical place where a form is submitted is tracked as a location, creating an organized database of activity, issues, and progress over time.

What you can do with Locations:

  • View all activity at a specific location
  • Track form submissions and task completion
  • Identify issues and monitor progress
  • Assign tasks to specific sites
  • Organize users by physical location

Understanding the map view:

  • Red pin: Where the form was submitted from
  • Blue pin: Exact GPS coordinates of the location
Locations Map View

What is an External Key?

The External Key is a unique identifier for each location in Zenput. This field is crucial for bulk operations and maintaining consistency across your account.

External Key Field

Best Practice: Use the store number or name as the External Key (e.g., "500" for Store 500). Avoid using spaces in the External Key.

Why External Keys matter:

  • Required for importing tasks in bulk
  • Essential for editing multiple locations at once
  • Used when exporting location data
  • Helps maintain consistency across integrations

Related articles about External Keys:

How to Add Locations

Important things to know:

  • After adding a location, you must assign a location owner (user) so tasks can be assigned
  • The location must be placed in ONE TEAM only
  • Active daily recurring projects will take 48 hours to be assigned to the new location
  • Other projects (weekly, monthly, etc.) will be available on their next scheduled occurrence
  • Only Administrators may add locations (Managers and Submitters should contact their admin)

Show me how: Click here for a walkthrough

  1. Click on the Locations tab on your Zenput Dashboard.
  2. Click Add Location.
  3. Enter the location information in the form that appears.
  4. In the Name field, enter the store identifier (e.g., "01" or "Zenput - 01").
  5. Enter the complete address, city, country, state/province, region, and zip code.
  6. Add phone number and email (optional).
  1. In the External Key field, enter a unique identifier (typically the store number or name, with no spaces).
  2. Assign any General Attributes to the location.
  3. Select the Parent Team for this location.
  4. Click Create Location.
Add Location Form

Next step: To assign tasks and allow form submissions, you must add a user as a location owner. See: Creating a new user in Zenput 

How to Edit Locations

If you need to edit details for a specific location:
1. From the web app, go to Locations. Click on the location name in the list.

2. This will take you to the location’s page, where you can update information or review its attributes.

3. Make your necessary updates.

4. Click Save when finished.

How to Deactivate Locations (Temporary)

If you need to temporarily close a location, you can deactivate it so it won't appear as non-compliant with assigned project tasks. This is useful for renovations, temporary closures, or seasonal operations.

Pausing Tasks Animation
  1. From the web app, go to Hierarchy.
  2. Find and click on the location you want to temporarily deactivate.
  3. Click the three dots and select Edit Location.
  4. Remove the Owner from the location (found towards the bottom).
  5. Click Save.
Edit Team Button
  1. Return to the Hierarchy page.
  2. Select the Team the location was in.
  3. Click the X to remove both the User and Location from the team.
  4. Click Save.

The location will now appear as "unassigned" and will no longer receive tasks.
Remove from Team

How to Reactivate Locations

Please note:

  • It takes up to 48 hours for project tasks to become available again after reactivation
  • If done on Monday, tasks will be available by Wednesday
  • You need Owner or Admin permission to reactivate locations
  • If the location was deleted (not just deactivated), contact support to restore it

To reactivate a location that was temporarily deactivated, follow these steps:

  1. From the Dashboard, click Hierarchy on the left menu.
  2. Navigate to the Team where you want to add the location back.
  3. Click the three dots next to the team name and select Edit Team.
Edit Team
  1. Click the dropdown arrow beside Users and Locations.
  2. Search for and select the user(s) and location(s) you want to reactivate.
  3. Click Save.

The location will now be reassigned to the team and will begin receiving project tasks again (within 48 hours).
Reactivated Location

How to Delete Locations (Permanent)

Important considerations before deleting:

  • All open tasks associated with the location will be removed
  • The location will be removed from all future location searches
  • Historical data will be preserved but the location can't be restored without contacting support
  • You need Owner or Admin permission to delete locations

Don't forget: Also delete any users tied to the location. See: Edit and Delete Users

To permanently delete a location:

  1. Log in to your Zenput account from a computer.
  2. Click on Locations in the left navigation menu.
  3. Find the location you want to delete in the list.
  4. Click on the location to open its profile.
Locations Tab
  1. Click the Edit Location button in the top right corner.
  2. Scroll to the bottom of the edit page.
  3. Click the Delete button.
Delete Location Button
  1. When the confirmation popup appears, click Delete again to confirm.
  2. You're all set!
Delete Confirmation

Need to restore a deleted location? Contact Zenput Support for assistance.

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