• 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 tasks

  Export tasks You can at any time export all tasks in a project. You can decide the output format which an which tasks you want to export. Our principle is "You See What You Get" - by that means, the visible tasks, will also be the tasks you export. You can therefore filter the tasks before you export them. Export tasks possibilities Navigate to the table-overview Click "Menu" ="Export" Select the output format Export the tasks (https://stFew 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

• Working offline

  Work offline If you lose internet or go into a basement, you can still register with CxPlanner. You can create new tasks and take pictures. Preparing for offline work If you are going to work a lot offline, you can synchronize the project to your phone or computer. Click on your icon at the top right and select "Offline Synchronization". Then click on "Synchronize data to cachFew 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 Scroll down to "Custom fields" EnFew readers