Add a new task / observation
Overview: 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
Problem | Cause | Solution |
|---|---|---|
Cannot see the New Task button | Project role is Viewer, or user group blocks create | Ask a project Admin to raise your role or adjust user group create rights |
Task not visible in the list | User group has limited visibility | Assign the task to your group, or ask an Admin for view access |
Task not appearing on floor plan | No drawing location on the task | Edit the task and assign a floor plan location |
Updated on: 07/26/2026
Thank you!