Navigation

📌 Tasks

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

These 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. This is based on all previously filtered tasks.

A side window will open in which you must select a folder from the project files where the report should 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 that can be closed again. The report is created in the background and then placed in the previously selected folder.

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

➡️ Download

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

Select the folder in the project files that you designated as the target folder for your previously created report. When you hover your mouse 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.

📣You can also perform a multiple selection to download several reports at once. To do this, mark the corresponding reports and then click on Download selection