Managing Tasks

• Add a new task / observation

  Overview How do I add a task, issue, deficiency, or observation in a project? In CxPlanner, tasks are used to document everything from punch list items to general issues and observations. Whether you're tracking deficiencies during commissioning or recording site notes, it all happens through tasks. || Only users with the project role Contractor or higher can create new tasks. Visibility and creation rights may also be affected by your assigned User Group in the project settings.Some readers

• Create custom tasks groups for better overview

  Overview How do I organize tasks into groups or sub-groups for better overview? In CxPlanner, you can create custom task groups directly in the task view. This allows you to segment and organize tasks based on your own logic, such as systems, zones, or disciplines. || All users with access to the task module can create and manage their own task group views. When and why to use this Creating custom task groups is useful when you want to simplify your view or structure tasks in a wSome readers

• Bulk edit multiple tasks

  Overview How do I edit several tasks at once? Bulk editing tasks allows you to update multiple active tasks at the same time, saving time and reducing repetitive work. || All users that have assigned tasks can bulk edit When and why to use this Bulk editing is useful when you need to make the same change across several tasks in a project. Common use cases include: Marking multiple tasks as completed. Changing the status of several tasks at once. Updating task details in a batcFew readers

• Rename photos within tasks

  Overview How do I rename a photo in a task? Renaming photos in tasks helps keep your documentation clear, organized, and professional. Instead of generic filenames like IMG_0012.jpg, you can give photos descriptive names that make them easier to identify in CxPlanner and in exported reports. || All users who are assigned to a task can upload and rename photos in tasks. When and why to use this Renaming photos is useful when you want to: Make task documentation easier to reviewFew readers

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

  Overview How do I sort tasks in the "Tasks Assigned to You" section? You can organize your assigned tasks by Project, Status, Type, or Task Name directly in the Tasks Assigned to You section. Sorting helps you quickly focus on relevant work — for example, grouping tasks from the same project or filtering by progress status. || All users can access and sort their assigned tasks. No special role is required. When and why to use this Sorting tasks improves clarity aFew readers

• Export project tasks

  Overview How do I export project tasks? You can export all visible tasks from a project at any time, choosing the format that best suits your needs. || All users that have been assigned to tasks can perform this action. When and why to use this Exporting tasks allows you to share, archive, or work with your project data outside the platform. This is useful for reporting, client communication, or offline review. Use this when you need a copy of all or filtered tasks. The exportSome readers

Importing Tasks

• Import Tasks from Excel

  Overview How do I quickly add tasks from an existing list into CxPlanner? If you already have a prepared list of tasks in Excel, you can save time by importing them directly into CxPlanner. This method is ideal for migrating tasks from a previous project or other task tracking system. || Only users with the project role Admin can perform this action. When and why to use this Importing tasks from Excel is useful when: You are starting a new project and already have a task lisFew readers

Advanced Options

• Create and manage "Custom Views" in the Punchlist

  Overview How do I create and customize views in CxPlanner? Custom views allow you to configure which columns and data you see in your project interface. You can save these configurations for personal use or share them with others, making it easier to focus on the information most relevant to your role. | All project roles can create personal views. || Only users with the project role Manager or higher can create and set public or default views. || [Video guide below](#2-video-guFew readers

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

  Custom fields - add any kind of data Custom fields allow you to add extra data fields to tasks in your project. These fields function like standard fields and can be customized per project. You can define multiple types of custom fields to suit your needs. || Only users with the Project Admin role can enable and manage custom fields. || Custom fields are only available if the plugin is enabled for your company. Contact CxPlanner support to activate the Custom Fields plugin.Some readers

• Change Task Type or Move Tasks Between Checklists

  Overview How do I change a task type or move a task to another checklist? You can update a task's type or relocate it to a different checklist directly from the task menu. This helps ensure proper categorization and maintains checklist accuracy during project execution. || Only users with the project role Manager or Admin can perform this action. When and why to use this Changing task types or relocating tasks is essential for managing checklists accurately and reflecFew readers

Task troubleshooting

• Uploading registrations and pictures to the cloud

  Overview How does CxPlanner handle uploads of registrations and pictures? CxPlanner automatically uploads your registrations and pictures to the cloud as soon as they are created. If your internet connection is weak or unavailable, the upload will be delayed until your connection improves. || All users can create registrations and pictures, but uploads must be initiated from the device where they were created. When and why to use this You may want to understand the upload process if ySome readers