Displaying the Task Board

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Displaying the Task Board (Bimplus portal) Displaying the Task Board (Bimplus portal)

To display the Task Board on the Bimplus portal

• Click 

  Image Removed 

  Image Added Show Task Board on the left sidebar.

  The

  You can see the Task Board

  opens

  at the top. The table lists the tasks created for the

  current

  Bimplus project

  .

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• , including the most important task details.

  Using the Task navigator palette on the left, you can categorize the tasks, find tasks and control how the tasks are displayed in the Task Board table.

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Retrieving tasks

To use the Bimplus portal to

Retrieving tasks

To use the Bimplus portal to retrieve tasks created for a Bimplus project

1. Display the Task Board (see "Displaying the Task Board").
   
   

2. Go to the Task Board or Task navigator palette and click

   within any column of

   the task

   whose details

   of which you want to

   retrieve

   see details.

   The Details palette opens on the right.

   At the same time, full view displays the view of the building model that was

   set the last time a project member saved the task

   saved last. In addition,

   the program automatically activates

   all required specialist models, object types and structural levels of the building structure will be loaded automatically.

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Creating tasks

To use the Bimplus portal to create a new task

1. Select an appropriate view of the building model in full view. Make sure all required objects you need are visible. This view will be saved together with the new task.
   
   
2. Go to

   Click Image Added Create task on the toolbar at the bottom

   and click Image Removed Create task

   .

   The Details palette opens

   on the right

   .
   
   

3. Click  Task details and enter detailed information about this the new task.
   
   

4. To add a commentcomments, attachment attachments or hyperlinkhyperlinks, click Comments, Attachments or Image Removed Image Added Hyperlinks respectively (see "Attaching further “Adding extra information to tasks"“).
   
   

5. If you want to focus on a particular point, you can mark this point by placing a spot (see "Placing spots for a task").
    

6. Click Save.

   The program creates the task, saving the view set

in

7. (see step 1) together with the task. The Responsible person and the persons behind Email CC addresses get emails, informing them of the new task.

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Editing tasks

To use the Bimplus portal to edit a task

Go to the Task Board and click within any column of the

1. Click the task you want to edit on the Task Board or in the Task navigator palette.

   The Details palette opens, displaying detailed information about this task. The details you can see are the same as those in the Task Board palette in Allplan.
   
   

2. Click Image Modified Task details and change the task details.
   
   

3. To add or change a comment, attachment or hyperlink, click Comments, Attachments or Image Removed Image Added Hyperlinks respectively (see "Attaching further information to tasks").
   
   

4. If you want, you can place a new spot (see "Placing spots for a task").
   
   

5. Click Save.

   The Responsible person and the persons behind Email CC addresses get emails, informing them of the changes in the task.

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Adding extra information to tasks

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Adding comments, attachment or hyperlinks to tasks (Bimplus)

Adding comments, attachment or hyperlinks to tasks (Bimplus)

To use the Bimplus portal to

add a comment, attachment or hyperlink to a task

1. Go to the Task Board and click within any column of the

   Click the task you want to edit on the Task Board or in the Task navigator palette.

   The Details palette opens

   on the right

   .
   
   

2. If you want to add a comment:
   

   Click Image Removed Comments

   Click Image Added Comment, type a comment in the text box and click Add comment.

   Or:

   If you want to add an attachment:
   Click

   Image Removed

    Image Added Attachments and then Add attachment.

   The Open

   In the Upload file dialog box

   opens. Select

   , select the file you want to

   attach

   add and click Open.

   Or:

   If you want to add a hyperlink:
   Click

   Image Removed

   Image Added Hyperlinks, enter the name and URL of the link and click

   Ad

   Add hyperlink.
   
   

3. Click Save.

   The Responsible person and the persons behind Email CC addresses get emails, informing them of the changes in the task.

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Placing spots

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Placing spots for a task (Bimplus) Placing spots for a task (Bimplus)

To use the Bimplus portal to place a spot for a task in the building model

1. Go to the Task Board or Task navigator palette and click

within any column of

2. the task for which you want to place a spot.

   The Details palette opens

on the right

3. .

 

4. 
   
   

5. Click  Spots.
   
   
6. Click Add spot. Then click to place the spot in full view.

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Saving a view for a task

Whenever you save changes in the details of a task, the program saves the view set in full view together with the task. However, But you can also change only the view saved for a task at any time.

To use the Bimplus portal to save a new view for a task

Go to

1. Click the task on the Task Board

and click within any column of the task for which you want to save a new view

2. or in the Task navigator palette.

   Full view displays the view currently saved for this task.
   
   

3. Change the view as you need.
   
   
4. Click  Task details. Go to Click Edit in the preview and click Edit.
   
   

5. Click Save.

   The Responsible person and the persons behind Email CC addresses get emails, informing them of the changes in the task.

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Importing and exporting tasks

To communicate with your planning partners, you can directly import any task in BCF format (BIM collaboration format) or export any Bimplus task in BCF format.

To use the Bimplus portal to import a task in BCF format

1. Go to the toolbar of the Task Board and click Image Removed Click Image Added Import BCF file to Bimplus at top right on the toolbar of the Task Board.
   
   

2. The Upload file dialog box opens. Select the BCF file containing including the task you want to import (usually ending in . The extension of this file is usually *.BCFZIP).
   
   

3. Click Open.

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

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To use the Bimplus portal to export a task in BCF format

1. Select the task you want to export to a BCF file.

   Go to

   To do this, click the task on the Task Board

   and click within any column of the task you want to export.
   

   or in the Task navigator palette.
   
   

2. Click Image Added Export task to BCF file on

   Go to

   the toolbar of the Task Board

   and click Image Removed Export task to BCF file at top right

   .

   The BCF created dialog box opens.
   
   

3. You can choose to save the file locally on your computer or to immediately send the file to the relevant persons.

   Select Download or Share file respectively.
   
   

4. If you select the Download option:
   Click the Download button and save the file to any folder.

   Or:

   If you select the Share file option:
   Click within the Email box, select one or more recipients and click Send. The recipients get emails, informing them of the BCF file available for download on Bimplus.

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Exporting the task list

It is often difficult to keep track of tasks, in particular, with a complex task list. Therefore, you can export the complete task list of a Bimplus project in Excel format.

To use the Bimplus portal to export the task list of a Bimplus project in Excel format

1. Arrange the columns of the Task Board in the sequence in which you want to obtain display the columns in Excel.
   
   

2. Sort the rows of the task list in the sequence in which you want to

   obtain

   display the rows in Excel.

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

3. Go to the toolbar of the Task Board and click Image Removed Export all tasks to Excel file at top rightClick Image Added Export task to Excel file on the toolbar of the Task Board.

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Deleting tasks

To use the Bimplus portal to delete a task from a Bimplus project

1. Go to Click the task you want to edit on the Task Board and click the task you want to delete.
   or in the Task navigator palette.
   
   

2. Click Image AddedDelete task in the Details paletteGo to the Details palette and click  Image Removed  Delete task.
   
   

3. Click Yes to confirm the prompt.

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