Navigation

📌 Tasks

Here you can view all tasks separately from the plan view.

They are sorted alphabetically.

➡️ Filter

Using the filter button at the top right of the image, you can filter by the criteria “Task type, Status, Areas, People, Time and Attachments”.
Here you should filter for the tasks relevant to you - for example, defects for a defect report.

➡️ Create Report

Using the blue clipboard button at the top of the image, you can now create a report. The basis for this is all previously filtered tasks.

A sidebar will open where you must select a folder from the project files in which the report will be saved.
In addition to a title, you can also enter a description of the report.

Finally, choose whether the due date, comments, attached documents, photos, and/or the CENDAS link to the task should be embedded in the report.

Now press the Create button. A window will open which can be closed again. The report will be created in the background and then placed in the previously selected folder.

This process may take a moment (1-2 minutes).

➡️ Download

To do this, select the corresponding report in the project files. Then click on the 3 vertical dots next to the file name.

In the following window, go to Download file and the file will be saved locally on your device.

➡️ Export Reports

You can also export reports to, for example, provide them to the client.

Select the folder in the project files that you set as the target folder for your previously created report. When you hover the mouse pointer over a tile, you can check a box there. This allows you to select the file you want to download. Once the report is selected, you can save the file to your device by clicking the
download button at the bottom right of the image.