Creating Entries

Shows step-by-step how to create notes and tasks in the Task scheduling module.

Before you begin

You wish to create a note or task for one of the structural levels of your project (room, apartment, floor, building phase or project).

Requirement:

The Building structure contains the level for which you wish to add an entry.

Navigate to:

Module overview ➤ Task scheduling ➤ Tasks

Procedure

  1. In the building structure, select the level to which the entry relates (room, apartment, building phase or the entire project).
  2. Click in the table to create a new line.
  3. Select the entry type: Task or Note.
  4. Enter the description of the entry in the Task column.
  5. Optional: Set a due date for a Task.

Results

You have created an entry for the selected level in the building structure. The level with the entry in the Building structure is marked with an Info icon .