Managing Tasks

• 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 taskSome readers

• Custom tasks groups for better overview

  You can create custom groups within the task view. This let you segment the task into groups and sub-groups for custom views. Create a single group Just right-click on the header and select "Create new group". Then it will be grouped: Group by multiple fields You add additional fields to the grouping bySome readers

• Show and hide columns in the task view

  Within the task view it's possible to show and hide columns. The customization of columns is user and device specific. To create custom groups see this help article. Change visible columns Change visible columns in the task viewFew readers

• Bulk edit many tasks

  Bulk edit many taks To edit multiple active tasks simultaneously, navigate to "Punchlist items & tasks" in the sidebar on the left. Next, click on "menu" and then select "bulk edit many tasks." Afterward, select all the tasks you want to edit by checking them off on the left-hand side. Once you’ve selected all the tasks you wish to edit, simply click on any one of them.Few readers

• Rename photos within tasks

  Make your documentation clearer and more professional Photos are essential when documenting work and verifying tasks – but default filenames like IMG0012.jpg don’t tell you much about what’s in the picture. To help you keep things organized and meaningful, you can now rename photos directly within tasks in CxPlanner. A clear photo name not only improves your internal overview, it also makes your exported reports more professional and easier to understand. How to rename a photoFew readers

• Sort tasks in the "Task Assigned to You" section

  Looking to organize your task list for better clarity? In the Tasks Assigned to You section, you can quickly sort your tasks by Project, Status, Type, or Task Name. This helps you get a clearer overview of what you’re working on — whether you want to focus on tasks from a specific project or group them by status. Using the column headers, you can create custom groupings and sort orders that fit your workflow in just a few clicks.Few readers

• Export tasks

  Export tasks You can at any time export all tasks in a project. You decide the output format on how your tasks should be exported. Our principle is "You See What You Get" - by that means, the visible tasks, will also be the tasks you export. To customize the output just filter/search the task you need, and then perform the export. Export tasks possibilities Navigate to the table-overview Click "Menu" ="Export" Select the output format Export the tasks ESome readers

Importing Tasks

• How to import new tasks from Excel

  Import Tasks from Excel If you're new to CxPlanner and have a list of tasks from a previous project - or any other source - that you need to add quickly, you can save time by importing them directly from an Excel sheet. It's an efficient way to get started, especially if you already have your task list prepared. Step-by-step guide: Go to Project settings in the relevant project. Select the Advanced tab. Click Import tasks. Upload your Excel file containing the tasks. ViFew readers

• Import tasks from XLSX

  Import options It is possible to import tasks directly from an Excel spreadsheet file. When importing you have two options: Import and add new tasks Import and update existing tasks with changes in the file Import area Navigate to the project settings and select the advanced tab: Import area Import and add new tasks Follow the 4-step guide toSome readers

Advanced Options

• Create "Custom Fields" for punch list items, such as Priority

  Custom fields - add any kind of data Custom fields allow you to add extra data fields to tasks in your project. These fields function like standard fields and can be customized per project. You can define multiple types of custom fields to suit your needs.Some readers

• How to change a task type

  Absolutely! Here's the revised version using your original images, placed at the correct steps with the PICTURE SHOULD BE ADDED placeholders replaced by image embeds. Change Task Type or Move Tasks Between Checklists Overview How do I change a task type or move a task to another checklist? You can update a task's type or relocate it to a different checklist directly from the task menu. This helps ensure proper categorization and maintains checklist accuracy duringFew readers

Task troubleshooting

• Missing tasks and uploaded photos?

  Automatic upload CxPlanner uploads your registrations and pictures to the cloud immediately. If you have poor internet, CxPlanner will wait until the signal improves. Poor internet / Offline If you have a poor internet connection or make a registration offline, tasks and pictures will be saved on your phone. When you regain internet, CxPlanner will automatically try to upload it. Check for missing uploads and manually initiate You can always check if you have pending uploads by sSome readers