Overview of Task Types
🔧 Component Tasks
💡Each component is assigned a task containing the work steps that must be carried out for the installation of the respective component. Checking off completed work steps results in the construction progress, which can be evaluated in great detail (e.g., at the component level) or summarized by room/area.
Learn here how to create tasks with little effort: 🔷Create Tasks Manually
➡️ Creating Tasks
To create tasks for components with an assigned checklist, select the components in the left component sidebar or directly in the plan by clicking, then press Create Tasks at the bottom right of the plan preparation.
The created tasks will now be visible to the rest of the project team in the plan view and can be checked off there.
🏠 Room Tasks
Room tasks contain the work steps required for the completion of a room.
📣 Note: Especially useful for smaller construction projects or renovation orders
Learn here how to set room tasks with little effort: 🔷Create Tasks Manually
➡️ Creating Individual Tasks Manually
To manually create an individual task in a plan, click on the Task Icon in the toolbar and select the desired task type. You can choose between an installation task with checklist, a revision task, and a special task. Then assign a task name in the side menu that opens, select a checklist, and finally press Place Tasks. Afterwards, place the task by clicking at the desired location in the plan. If you want to create multiple tasks with the same name and checklist, you can place them consecutively. The menu below also allows you to create multiple tasks along a route. To do this, select the lower section in the menu, draw the route in the plan, and enter the number of tasks to be created in the menu as well. When the process is complete, press the Create button.
If you do not need a checklist for the task to be created, you can also place it without selecting a checklist. Then place as many tasks as needed, or choose in the bottom menu bar how many should be placed in a row.
When you are finished, select the Create button in the menu bar.
| Installation Task | Revision Task | Special Task |
You can create manual tasks both in the plan preparation area and in the plan view.
📣 Note: Manual tasks are especially suitable for marking revisions, missing preliminary work, and other construction obstacles and to alert colleagues in the office. How this process might work is further explained here, among other places: 🔄Revisions
➡️ Tasks for Cycle Areas
Tasks for cycle areas contain the work steps required for the completion of the respective cycle area.
📣 Note: Especially useful for smaller construction projects or renovation orders
Learn here how to set room tasks with little effort: 🔷Create Tasks Manually
| ⏭️All done? |
| Learn here how to subsequently document your construction progress: |
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