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 readersResetting/ Reverting a Signature on a Checklist
Learn how reverting a checklist signature works, how it affects PDF reports, and what happens when a checklist is re-approved.Few readersBulk 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 readersHow to create a site inspection with a picture
How to create a site inspection with a picture There may be situations where you need to create individual inspections, and fortunately, it’s super simple. However, we always recommend creating templates that can be quickly imported to optimize your workflow. If you’re unsure how to create templates, check out this help page: https://help.cxplanner.com/en-us/article/create-a-new-checklist-template-9nl52t/ ToFew readers
Import & Export
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 readersExport 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
Advanced features
How to change a task type
Changing Task Types To change a task type, open the "punchslist items & tasks" tab on the left side. Once you have opened the "punchslist items & tasks" tab, locate the task you wish to change. In this case, we want to change the task type for the task with "ID 12" named "failed observation" OnFew readersRename 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 readersShow 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 readersCustom 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 readersCreate your own priority list
Create your own priority list When you create a new project, you will have the opportunity during the start-up phase to edit CxPlanner's pre-made priority list so that it fits your project. Edit Your Priority List You might also find yourself already working on a project but did not set up your priority list at the start of the project – fortunately, that’s not a problem. To edit your priority liFew readersCustom 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 ScroSome readers