General

• 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

Export and searching

• 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 tasksFew readers

Customization

• Custom tasks groups for better overview

  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 by select "Add to group":Few readers

• Custom fields

  Custom fields If you the "Custom fields"-plugin enabled for you company, then you can add custom fields tasks. There are different kind of custom fields and they are displayed just like normal fields in the task. You can specify the custom fields per individual project. How to enable custom fields for a project Project settings Task options ScrollFew readers

Offline work

• Working offline

  Loosing internet connection (working in a basement?) If you lose internet or go down into a basement, you can still work with CxPlanner. You can create new tasks and take pictures. Everything you do will be saved on your device and synchronized when you have internet again. If you need to switch between pages when you are online, then you must have visited those pages before. PFew readers

• 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 siFew readers