Create and Edit Tasks

You can quickly record open items or memos on the construction site using tasks without requiring a protocol. Tasks are displayed as "cards" in a list and can be moved to protocols after creation.

This allows information to be captured quickly and easily on the construction site and can be processed later, e.g. in the office.

The task function is available for Smart and **Expert** licenses.

Former Light licenses can only change the status of their own tasks.

Light licenses cannot create tasks - but they can view all tasks in the project.

Create task

Tasks can be created in the "Tasks" menu.

On mobile devices, you can quickly access tasks by clicking "Tasks" in the navigation bar below.

To create a new task, click on "New Task".

Each task can have

1. Plan markers added
2. Files and photos attached
3. Files from BauMaster "Documents & Plans" attached
4. Drawings or sketches
5. Photos as well as
6. Audio recordings added
7. BIM markers added

Enter a text description and add sufficient detailed information such as responsible company, trade, location, deadline, etc. The more detailed information you enter here, the better you can use the filter and display tasks intelligently, keeping tasks structured in overview and ensuring they can be reliably completed.

You can find detailed instructions for each step in the Protocol entries.

Tasks can also be quickly created in series using the so-called "Series mode". To do this, check the "Series" box. Filled-in fields such as company, responsible person, or trade are conveniently carried over to the next task.

Tip: When recording defects for a specific trade, you can take advantage of the series mode on the construction site by setting the trade to e.g. "Electrician" and the type to "Defect", and checking the "Series" box.

Functions on the Tasks Page

Settings

With the configurable cards, you can show or hide as much information as you want in the overview.

Even if you deselect everything, the short text, company, and status always remain visible.

Tip: For a concise overview, the short text, trade and date are often sufficient. 

Sort

By clicking "Sort", you can change whether tasks are displayed in ascending or descending order, with newly created tasks then appearing at the top or bottom.

Show/Hide subtasks

Subtasks can be added to any task - these subtasks can be parts of a larger task, or when different companies are working on a larger main task, they can be created as subtasks.

By clicking "Show/hide subtasks", all subtasks are expanded and connected with lines. When subtasks are collapsed, they are only visible in the task under "Subtask (1)" in the detailed view.

Assign task to a record

1. To select tasks, simply click the checkbox on the cards.

2. After checking the box, all functions available for the selected tasks appear at the top. There, select the action "Assign to record".

In the next step, the target record can be selected or searched for:

When a task is moved, you will see a small notification at the bottom and by clicking "VIEW RECORD" you can jump directly to the new record entry.

Move record entries to tasks

This way, a record entry can be moved to become an independent task.

1. Select record entry
2. Click on "3 dots”
3. Select "Tasks" as destination
4. Click on assign
   

When record entries are moved to tasks, they are no longer displayed in the original protocol.

Entries can also be moved from one protocol to another, e.g. if tasks were previously moved to the wrong protocol by mistake.

"NEW" label for new task

When a task is newly created, it receives a "NEW" label for 24 hours visible to everyone.

Send task

Tasks can also be sent - however only as simple email text - photos are simply inserted into the email. A maximum of 20 tasks can be sent per email and they may contain a maximum of 100 photos.

Many email servers limit email reception to 5MB file content. With these previously described limitations, we ensure the best possible email delivery.

However, for traceable documentation, we recommend moving the tasks to a protocol and sending them as PDF.

Tasks sent as email text do not replace verifiable PDF documents/logs. However, they offer a simple way to distribute individual tasks more quickly.

Select tasks

Select tasks using the checkbox and click "Send"

Select recipients

Select the recipients from the contact list and click "Continue" at the bottom

You can find information on how to create and manage new contacts under Contacts

Email

In the preview you can check again what will be sent, and you can also add your own text at the top.

At the bottom, you can use a checkbox to add your own signature.

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