Articles on: Tasks / Issues

Add new task / observation

Task, Issue, Deficiency, Observation

To keep it simpel, we'll just call it a task. But a task can be any of these, e.g. a Punch list consists of tasks.

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.

Create a new task

Whether you can create tasks depends on your role in the project, which is adjusted with "Project Role" and "User Groups" in the project settings.

New task button

Overview of a task

You can change the various detail options, floor plans, etc. in the project settings.

Overview of a new task

Updated on: 10/10/2023

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