Managing Tasks

• Add a new task / observation

  Overview: add a new task Creating a task in CxPlanner logs a punch list item, issue, or observation so it can be tracked to closeout, which is used during site inspections, commissioning, and design reviews. For bulk import from a spreadsheet, see Import Tasks from Excel. Your role must be Contractor or higher. Visibility and creation can also depend on your user group. You can find the menu at Punch list items and Tasks - New Task. This creates a task visible in table, CSome readers

• Create custom tasks groups for better overview

  Overview: create custom groups in the punch list In Punch list items and Tasks, you can create custom groups and a group hierarchy by column values such as system, zone, or status, which is used when you want a clearer personal overview of punch list items and tasks. Grouping is a personal view setting and does not change what other users see. Your role can be any user with access to Punch list items and Tasks. You can find grouping by right-clicking a column header and choosinSome readers

• Bulk edit multiple tasks

  Overview: bulk edit multiple tasks Bulk edit updates many active tasks in one action, which is used when you need the same status, detail change, or delete across a batch of punch list items or issues. For spreadsheet import, see Import Tasks from Excel. Your role must allow you to edit the assigned tasks. You can find the menu at Punch list items and Tasks - Menu - Bulk edit many tasks. This changes status and details on every selected task at once. || Users who can ediFew readers

• Rename photos within tasks

  Overview: rename photos within tasks Renaming a task photo replaces a generic camera filename with a descriptive label in CxPlanner and in exports, which is used when punch list documentation needs clear photo names. It does not rename the original file on your device. Your role must allow you to edit the task. Assigned users can rename photos on tasks they can edit. You can find the control on the open task - photo - three dots menu. This changes the photo name in the task view andFew readers

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

  Overview: make custom groups and order of your tasks Grouping in Tasks Assigned to You organizes your assigned tasks by Project, Status, Type, or Task Name. Grouping affects only your view. Right-click a blue column header to group. Your role can be any user. No special role is required. You can find the section at your dashboard or task module - Tasks Assigned to You. This changes only your personal grouping. It does not change task data for others. || All users can accessFew readers

• Use the Closeout Overview (Kanban) to manage tasks and punchlist items

  Overview: closeout overview Kanban The Closeout Overview shows tasks and punch list items as cards in Open, Active, and Closed columns, with optional swimlanes, which is used during closeout and commissioning follow-up. For the list view, use Punch list items and Tasks. Your role must be Consultant or higher to move tasks, and Manager or higher to create tasks from this view. You can find the menu at left sidebar - Task management - Closeout overview. This changesFew readers

• Export project tasks

  Overview: export project tasks Task export downloads the tasks currently visible in your table view as PDF, Excel, or CSV, which is used for reporting, client sharing, or offline review of punch list items and issues. Filters and search control what is included. Your role must allow you to work with assigned tasks. You can find the menu at Punch list items and Tasks - Menu - Export to PDF and XLSX. This does not change task data. It creates downloadable files from the curSome readers

Importing Tasks

• Import Tasks from Excel

  Overview: import tasks from Excel Excel task import uploads a spreadsheet of tasks into a project, which is used when migrating a punch list or issue list from another tool or a previous project. For add versus update options and template download, see Import tasks from XLSX. Your role must be project Admin. You can find the menu at Project settings - Advanced - Import tasks. This adds tasks to the project task list. Existing tasks are not overwritten unless they matcFew readers

Advanced Options

• Create and manage "Custom Views" in the Punchlist

  Overview: custom views for tasks Custom views save column, filter, and sort layouts for the punch list and task table, which is used when roles need different columns without rebuilding the view each time. For grouping rows, see Create custom task groups for better overview. Your role can be any project role for personal views. Public views need Manager or higher. Default views need Admin. You can find views in the task overview view settings and the views dropdown. This chanFew readers

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

  Overview: custom fields for punch list items Custom fields add project-specific data to tasks, for example priority, department, or classification, which is used when standard task fields are not enough. For a saved priority list during project setup, see Create your own priority list. Your role must be project Admin. You can find the menu at Project settings - Task options - Custom fields. This adds fields on all tasks in the project for details, filters, and exportsSome readers

• Combine multiple conditions for custom fields (Show only when)

  The Show only when setting in Task options controls whether a custom field appears on a task, based on the value selected in another custom field. You can now add more than one condition to Show only when, and the field only appears once every condition is met - which lets you build layered dependencies, for example showing Rework responsibility only when Classification is set to Deviation and Deviation Handling is set to Rework. || Only users with the project rFew readers

• Change Task Type or Move Tasks Between Checklists

  Overview: change task type or move tasks Changing task type reclassifies a task. Linking a task as Reference / Checklist moves an observation or punch list item onto another checklist while keeping the same task ID. Available types depend on which tools are enabled in project settings. Your role must be Manager or Admin. You can find the menu at Punch list items and Tasks - open task - three gears - Change Task Type. This changes task classification and checklistSome readers

Task troubleshooting

• Uploading registrations and pictures to the cloud

  Overview: upload tasks and pictures to the cloud CxPlanner uploads tasks and pictures automatically when the connection is available, and stores them locally on the device when you are offline until sync can finish. Pending uploads are visible only on the device that created the content. Your role can be any user who can create tasks or pictures. You can find pending uploads under the notification icon at the top of the screen on the original device. This moves locally stored tasks aSome readers