Displaying the Task Board palette

To display the Task Board palette in Allplan

1. Open the View menu, point to Toolbars and click Task Board.
   
   

2. Only if you have not yet logged in to Bimplus from your Allplan workstation:
   Use the Bimplus dialog box to log in to Bimplus (see "Using Allplan to log in to Bimplus").

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Retrieving tasks

To use Allplan to retrieve tasks created for a Bimplus project

1. Select the Tasks über Allplan anlegen, abrufen und bearbeiten (see "Displaying the Task Board palette").
   The Tasks area displays the list of tasks created for the linked Bimplus project. This list updates automatically to reflect the current status on Bimplus.
   
   

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

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Retrieving spots

To use Allplan to retrieve the spots placed for a task

1. Select the Tasks über Allplan anlegen, abrufen und bearbeiten (see "Displaying the Task Board palette").
   The Tasks area displays the list of tasks created for the linked Bimplus project. This list updates automatically to reflect the current status on Bimplus.
   
   
2. Click within the right column of the task whose spots you want to retrieve. As an alternative, you can also double-click the task.
   The Details palette opens.
   
   
3. Click  Spots.
   You can see the list of spots placed for the task in the model on the Bimplus web portal.
   
   
4. Click an entry in the list.
   The view of the model in the current viewport changes so that the focus is on the spot.

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Creating tasks

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

1. Set an appropriate view of the building model in the current viewport. This view will be saved together with the task.
   
   

2. Select the Tasks über Allplan anlegen, abrufen und bearbeiten (see "Displaying the Task Board palette").
   
   

3. Click New task.
   The Details palette opens.
   
   

4. Click  Task details and enter detailed information about this task.
   
   

5. To add a comment, attachment or hyperlink, click Comments, Attachments or Hyperlinks respectively (see "Attaching further information to tasks").
   
   

6. To set the focus on particular elements or objects, display them in the detection color (see "Marking design elements").
   
   

7. Click Save.
   The program creates the task, saving the view set in 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 Allplan to edit a task

1. Select the Tasks über Allplan anlegen, abrufen und bearbeiten (see "Displaying the Task Board palette").
   The Tasks area displays the list of tasks created for the linked Bimplus project. This list updates automatically to reflect the current status on Bimplus.
   
   

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

3. Click  Task details and change the task details.
   
   

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

5. If you want, you can also change the view saved for the task (see "Saving a view for a task").
   
   

6. 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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Attaching further information to tasks

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

1. Select the Tasks über Allplan anlegen, abrufen und bearbeiten (see "Displaying the Task Board palette").
   The Tasks area displays the list of tasks created for the linked Bimplus project. This list updates automatically to reflect the current status on Bimplus.
   
   

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

3. If you want to add a comment:
   Click Comments, type a comment in the text box and click Add comment.
   
   Or:
   
   If you want to add an attachment:
   Click Attachments and then Add attachment. The Open file dialog box opens. Select the file you want to attach and click Open.
   
   Or:
   
   If you want to add a hyperlink:
   Click Hyperlinks, enter the name and URL of the link and click Ad hyperlink.
   
   
4. 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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Marking design elements

To use Allplan to mark design elements

1. Select the Tasks über Allplan anlegen, abrufen und bearbeiten (see "Displaying the Task Board palette").
   The Tasks area displays the list of tasks created for the linked Bimplus project. This list updates automatically to reflect the current status on Bimplus.
   
   

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

3. Click  Select Elements, Clear Selection.
   
   
4. Go to the current viewport and click the elements you want to display in the detection color.
   
   
5. Right-click to confirm your settings.
   The Responsible person and the persons behind Email CC addresses get emails, informing them of the changes in the task.

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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 the current viewport together with the task. However, you can also change only the view saved for a task at any time.

To use Allplan to save a new view for a task

1. Select the Tasks über Allplan anlegen, abrufen und bearbeiten (see "Displaying the Task Board palette").
   The Tasks area displays the list of tasks created for the linked Bimplus project. This list updates automatically to reflect the current status on Bimplus.
   
   
2. Click within the right column of the task for which you want to save a new view. As an alternative, you can also double-click the task.
   The Details palette opens.
   
   
3. Change the view in the current viewport.
   
   
4. Click  Save view.
   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 Allplan to import a task in BCF format

1. Select the Tasks über Allplan anlegen, abrufen und bearbeiten (see "Displaying the Task Board palette").
   
   

2. Go to the Tasks area and click Import BCF file to Bimplus.
   
   

3. The Open file dialog box opens. Select the BCF file containing the task 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 task.

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To use Allplan to export a task in BCF format

1. Select the Tasks über Allplan anlegen, abrufen und bearbeiten (see "Displaying the Task Board palette").
   The Tasks area displays the list of tasks created for the linked Bimplus project. This list updates automatically to reflect the current status on Bimplus.
   
   

2. Select the task you want to export to a BCF file.
   To do this, go to the task list and click within any column of this task.
   
   

3. Go to the Tasks area and click Export task to BCF file.
   The BCF created dialog box opens.
   
   

4. 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.
   
   

5. 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 use Allplan to export the complete task list of a Bimplus project in Excel format.

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

1. Select the Tasks über Allplan anlegen, abrufen und bearbeiten (see "Displaying the Task Board palette").
   The Tasks area displays the list of tasks created for the linked Bimplus project. This list updates automatically to reflect the current status on Bimplus.
   
   

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

3. Sort the rows of the task list in the sequence you want to obtain in Excel.
   To do this, click the column header whose contents you want to use for sorting the task list alphabetically or numerically in ascending or descending order.
   
   

4. Go to the Tasks area and click   Export all tasks to Excel file.

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Deleting tasks

To use Allplan to delete a task from a Bimplus project

1. Select the Tasks über Allplan anlegen, abrufen und bearbeiten (see "Displaying the Task Board palette").
   The Tasks area displays the list of tasks created for the linked Bimplus project. This list updates automatically to reflect the current status on Bimplus.
   
   

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

3. Click  Delete task.
   
   
4. Click Yes to confirm the prompt.

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