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 tasks ESome readers

Customization

• 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 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

• 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

• 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 ScroSome 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.Few 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 bySome readers