Add a new task / observation

Overview

How do I add a task, issue, deficiency, or observation in a project?

In CxPlanner, tasks are used to document everything from punch list items to general issues and observations. Whether you're tracking deficiencies during commissioning or recording site notes, it all happens through tasks.

Only users with the project role Consultant or higher can create new tasks. Visibility and creation rights may also be affected by your assigned User Group in the project settings.

When and why to use this

Adding tasks ensures that issues are logged, visible, and resolved through a structured process. In CxPlanner, all task types - whether punch list items, deficiencies, or observations - are grouped under the term Task to keep things simple.

Use tasks to document issues during site inspections, commissioning, or design reviews.
Tasks appear across different views: table, kanban, schedule, and floor plans.
Your ability to see or create tasks depends on your project role and user group.
Tasks help maintain accountability and generate documentation like punch lists.

Tasks and Observations

CxPlanner is built around tasks. Tasks can be accessed in various views: table, kanban, schedules, and on floor plans - all showing tasks in different ways.

Which tasks you can see depends on your role in the project.

Guide - How to create a new task

Navigate to the relevant project where you want to add a task and click on Punchlist items & Tasks.
Click the New Task button.
Fill out the task details with a title, description, type, due date etc
Click Save to create the task.

Step 1 & 2

Step 3 & 4

Behavior and results

Once a task is created, it will be visible in various parts of the platform depending on your role and permissions:

Table view – structured list of all tasks
Kanban view – visual progress board
Schedule view – timeline-based task management
Floor plan view – spatial representation of tasks on drawings

Role-based visibility

Project Role	Can View Tasks	Can Create Tasks
Admin	✅	✅
Manager	✅	✅
Consultant	✅	✅
Designer	✅	❌
Contractor	✅	❌
Viewer	✅	❌

Additional restrictions can apply via User Groups with limited view/edit settings.

Troubleshooting

Problem	Cause	Solution
Can't see the New Task button	Project role or user group restrictions	Ask a project Admin to review your permissions
Task not visible in list	User group has limited visibility	Ensure task is assigned to your group or request access
Task not appearing on floor plan	Floor plan not assigned to task	Edit the task and assign a drawing location

Quick facts

Requires: Consultant role or higher
Location: Project Dashboard → New Task
Affects: Task views, project dashboards, floor plans, punch list exports

Updated on: 08/07/2025

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