Add a new task / observation
dOverview: add a new task
Creating a task in CxPlanner logs a punch list item, issue, or observation so it can be tracked to closeout, which is used during site inspections, commissioning, and design reviews.
For bulk import from a spreadsheet, see Import Tasks from Excel.
- Your role must be Contractor or higher. Visibility and creation can also depend on your user group.
- You can find the menu at Punch list items and Tasks - New Task.
- This creates a task visible in table, Closeout Overview (Kanban), schedule, and floor plan views based on your permissions.
How to create a new task
- Open the project and go to Punch list items and Tasks.
- Click New Task.
- Fill in the task details such as title, description, type, and due date.
- Click Save.
Results: add a new task
Project role | Can view tasks | Can create tasks |
|---|---|---|
Admin | Yes | Yes |
Manager | Yes | Yes |
Consultant | Yes | Yes |
Designer | Yes | Yes |
Contractor | Yes | Yes |
Viewer | Yes | No |
- The task appears in table view as a structured list row
- Closeout Overview shows it as a Kanban card by status
- Schedule and floor plan views show it when those links are set
Troubleshooting: add a new task
If you don't see New item, or can't create a task
Two separate settings can block this, and either one alone is enough:
- Project role below Contractor (Viewer) never gets task creation.
- User-group setting: even a Contractor, Designer, Consultant, or Manager loses the New item button if their user-group has Restrict from creating new tasks turned on, under Project Settings → Users → User-groups. See "Manage user-group permissions on a project" to check or change it - this requires project role Manager or higher.
Check the user-group setting before assuming it's a role problem - it's the more common cause.
Updated on: 09/24/2026
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