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Showing the Task Board palette

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TaskBoard einblenden (Allplan) TaskBoard einblenden (Allplan)

By defaultIn Allplan, the Task Board palette is integrated in the palette window in Allplan. You , where you can select it there directly.

If this is not so, you must show the palette first.

To show the Task Board palette in Allplan

1. Right-click in the workspace and select Task Board on the shortcut menu.
   
   

2. If Only if you have not yet signed in to Bimplus from your Allplan workstation:
   Use the BIMPLUS dialog box to sign in to Bimplus (see “Using Allplan to sign in to Bimplus”).

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Retrieving detailed information about tasks

To use Allplan to retrieve

detailed information about a task

1. Select the Task Board palette (see “Showing the Task Board palette“).

   The Tasks area includes contains the list of tasks created for the linked Bimplus project. This list adapts automatically to reflect the current status on of Bimplus.
   
   

2. Click within the right column of the required task whose details you want to retrieve. As an alternative, you can also double-click the task.

   The Like the Details palette opens, displaying detailed information about this task. The details you can see are the same as those in the Details palette on the Bimplus portal.of the BIMPLUS web portal, the Details palette in Allplan displays detailed information about the task.

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Retrieving spots

To use Allplan to retrieve

spots placed for a task

1. Select the Task Board palette (see “Showing the Task Board palette“).

   The Tasks area includes contains the list of tasks created for the linked Bimplus project. This list adapts automatically to reflect the current status on of Bimplus.
   
   

2. Click within the right column of the required task whose spots you want to retrieve. As an alternative, you can also double-click the task.

   The You can see the Details palette opens.
   
   

3. Click Image Removed Image Added Spots in the Details palette.

   You can see the list of spots that were placed for the task in the model on by means of the Bimplus BIMPLUS web portal.
   
   

4. Click an entry in the list to focus on this spot in the perspective view of the model in the active viewport.

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Creating tasks

To use Allplan to create a new task for a Bimplus project

1. Select an appropriate perspective view of the building model in the active viewport. This perspective view will be saved together with the task.
   
   

2. Select the Task Board palette (see “Showing the Task Board palette“).
   
   

3. Click New task in the Tasks area.

   The You can see the Details palette opens.
   
   

4. Click Image Removed Image Added Task details in the Details palette and enter detailed information about this the task.
   
   

5. To add comments, attachments, or hyperlinks, click Image Removed Image Added Comments, Image Removed Image Added Attachments, or Image Removed Image Added Hyperlinks in the Details palette (see “Adding further information to tasks”“).
   
   

6. To focus on particular elements or objects, display them in color (see “Marking design elements”).
   
   

7. Click Save.

   This creates the task, saving the view (see step 1) together with the task. The Responsible person and the people behind Email CC addresses in the Image Removed Image Added Task details get emails informing them of the new task.

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Editing tasks

To use Allplan to edit

detailed information about a task

1. Select the Task Board palette (see “Showing the Task Board palette“).

   The Tasks area includes contains the list of tasks created for the linked Bimplus project. This list adapts automatically to reflect the current status on of Bimplus.
   
   

2. Click within the right column of the required task you want to edit. As an alternative, you can also double-click the task.

   The Like the Details palette opens, displaying of the BIMPLUS web portal, the Details palette in Allplan displays detailed information about this task. The details you can see are the same as those in the Details palette on the Bimplus portalthe task.
   
   

3. Click Image Removed Image Added Task details in the Details palette and change the details of this the detailed information about the task.
   
   

4. To change or add comments, attachments, or hyperlinks, click Image Removed Image Added Comments, Image Removed Image Added Attachments, or Image Removed Image Added Hyperlinks in the Details palette (see “Adding further information to tasks”“).
   
   

5. You can change the perspective view that is saved for the task (see “Saving a Changing the perspective view for a task”).
   
   

6. Click Save.

   The Responsible person and the people behind Email CC addresses in the Image Removed Image Added Task details get emails informing them of the changes in the task.

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Adding further information to tasks

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Kommentare usw. Task anhängen (Allplan) Kommentare usw. Task anhängen (Allplan)

To use Allplan to add a comment, attachment, or hyperlink to a task

1. Select the Task Board palette (see “Showing the Task Board palette“).

   The Tasks area includes contains the list of tasks created for the linked Bimplus project. This list adapts automatically to reflect the current status on of Bimplus.
   
   

2. Click within the right column of the required task you want to edit. As an alternative, you can also double-click the task.

   The You can see the Details palette opens.
   
   

3. If you want to add a comment, go to the Details palette, click Image Removed Image Added Comments, enter the comment in the box, and click Add comment.

   Or:

   If you want to add an attachment, go to the Details palette, click Image Removed Image Added Attachments and then click Add attachment. Select the file in the Open file dialog box and click Open.

   Or:

   If you want to add a hyperlink, go to the Details palette, click Image Removed Image Added Hyperlinks, enter the name and URL of the link, and click Add hyperlink.
   
   

4. Click Save.

   The Responsible person and the people behind Email CC addresses in the Image Removed Image Added Task details get emails informing them of the changes in the task.

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Marking design elements

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Konstruktionselemente markieren (Allplan) Konstruktionselemente markieren (Allplan)

To use Allplan to mark design elements

1. Select the Task Board palette (see “Showing the Task Board palette“).

   The Tasks area includes contains the list of tasks created for the linked Bimplus project. This list adapts automatically to reflect the current status on of Bimplus.
   
   

2. Click within the right column of the task for which you want to mark design elements in the modelrequired task. As an alternative, you can also double-click the task.

   The You can see the Details palette opens.
   
   

3. Click Select Elements, Clear Selection at the bottom of the Details palette.
   
   

4. Go to the active viewport and click the elements you want to display in color.
   
   

5. Right-click to confirm.

   The Responsible person and the people behind Email CC addresses in the Image Removed Image Added Task details get emails informing them of the changes in the task.

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Changing perspective views for tasks

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Perspektive zu einem Task

ändern (Allplan) Perspektive zu einem Task

ändern (Allplan)

Whenever you save changes in the task details, the program saves the view in the active viewport together with the task. But you can also change the view saved for a taskEach task has a perspective view of the building model. You can change this perspective view by using both Allplan and the BIMPLUS web portal.

To use Allplan to

change the perspective view saved for a

task 

1. Select the Task Board palette (see “Showing the Task Board palette“).

   The Tasks area includes contains the list of tasks created for the linked Bimplus project. This list adapts automatically to reflect the current status on of Bimplus.
   
   

2. Click within the right column of the task for which you want to save a new viewrequired task. As an alternative, you can also double-click the task.

   The You can see the Details palette opens.
   
   

3. Change the perspective view in the active viewport.
   
   

4. Click Save view at the bottom of the Details palette.

   The Responsible person and the people behind Email CC addresses in the Image Removed Image Added Task details get emails informing them of the changes in the task. The BIMPLUS web portal automatically displays the new perspective view the next time you select the task.

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Importing and exporting tasks as BCF files

To communicate smoothly with your planning partners, you can directly import any task in BCF format (BIM collaboration format) or export any Bimplus task in BCF formattasks as BCF files directly from Allplan to a Bimplus project or use Allplan to export a BCF file for each task created for a Bimplus project.

To

import a task in a BCF

file from Allplan to Bimplus

1. Select the Task Board palette (see “Showing the Task Board palette“).
   
   

2. Click Image Removed Image Added Import BCF file to Bimplus in the Tasks area.
   
   

3. The You can see the Open file dialog box opens. Select the BCF file including that contains the task that you want to import. The extension of this file is usually *.BCFZIP.
   
   

4. Click Open.

   This creates a new task, writing the contents of the BCF file to this the task.

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To

export a single task from Allplan to

a

BCF

file

1. Select the Task Board palette (see “Showing the Task Board palette“).

   The Tasks area includes contains the list of tasks created for the linked Bimplus project. This list adapts automatically to reflect the current status on of Bimplus.
   
   

2. Select the task that you want to export to a BCF file.

   To do this, go to the task list and click within any column of this task in the task list.
   
   

3. Click Image Removed Image Added Export task to BCF file in the Tasks area.

   The You can see the BCF export dialog box opens.
   
   

4. Select the BCF format (BCF 2.0 or BCF 2.1).
   
   

5. Decide whether you want to download save the BCF file immediately locally on your computer or make it available for other planning partners so that they can download it directly from Bimplus.

   Download
   Click DOWNLOAD and save the BCF file in any folder.

   Or:

   Share file
   Enter the email addresses of the recipients and click SEND. The recipients get emails informing them of the BCF file that is available for download on can be downloaded from Bimplus.

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Exporting

tasks as an Excel table

It is often difficult to keep track of tasks, in particular, with . This is particularly true when you have a complex task listslist. Therefore, you can export the complete task list tasks of a Bimplus project in Excel formatas an Excel table from Allplan.

To

export the

tasks of a Bimplus project

from Allplan to an Excel file

1. Select the Task Board palette (see “Showing the Task Board palette“).

   The Tasks area includes contains the list of tasks created for the linked Bimplus project. This list adapts automatically to reflect the current status on of Bimplus.
   
   

2. Arrange the columns of the task list in the sequence in which you want to display the columns in Excel.
   
   

3. Sort the rows of the task list in the sequence in which you want to display the rows in Excel.

   To do this, click the header of the column whose contents you want to use to sort the contents of the task list alphabetically or numerically in ascending or descending order.
   
   

4. Click Image Removed Image Added Export all tasks to Excel file in the Tasks area.
   
   

5. Save the Excel file in any folder or open the file in Excel.

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Deleting tasks

To use Allplan to delete a task from a Bimplus project

1. Select the Task Board palette (see “Showing the Task Board palette“).

   The Tasks area includes contains the list of tasks created for the linked Bimplus project. This list adapts automatically to reflect the current status on of Bimplus.
   
   

2. Click within the right column of the required task you want to delete. As an alternative, you can also double-click the task.

   The You can see the Details palette opens.
   
   

3. Click Image Removed Image Added Delete task in the Details palette.
   
   

4. Click YES to confirm the prompt.

   Warning
   title ATTENTION!
   This deletes the task including all spots and further information not only from Allplan but also from the database saved on the Bimplus web platform for good. You cannot undo this operation.

   
   

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