Displaying the Task Board

To display the Task Board on the Bimplus portal

• Click  Show Task Board on the left sidebar.
  The Task Board opens at the top. The table lists the tasks created for the current Bimplus project.

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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 and click within any column of the task whose details you want to retrieve.
   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. In addition, the program automatically activates all required specialist models, object types and structural levels of the building structure.

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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 objects you need are visible. This view will be saved together with the new task.
   
   
2. Go to the toolbar at the bottom and click Create task.
   The Details palette opens on the right.
   
   

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

4. To add a comment, attachment or hyperlink, click Comments, Attachments or Hyperlinks (see "Attaching further 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 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

1. Go to the Task Board and click within any column of the task you want to edit.
   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  Task details and change the task details.
   
   

3. To add or change a comment, attachment or hyperlink, click Comments, Attachments or 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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Attaching further information to tasks

To use the Bimplus portal to attach a comment, attachment or hyperlink to a task

1. Go to the Task Board and click within any column of the task you want to edit.
   The Details palette opens on the right.
   
   

2. 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.
   
   

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

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

1. Go to the Task Board and click within any column of the task for which you want to place a spot.
   The Details palette opens on the right. 
   
   
2. Click  Spots.
   
   
3. 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, 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

1. Go to the Task Board and click within any column of the task for which you want to save a new view.
   Full view displays the view currently saved for this task.
   
   
2. Change the view as you need.
   
   
3. Click  Task details. Go to the preview and click Edit.
   
   
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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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 Import BCF file to Bimplus at top right.
   
   

2. The Upload file dialog box opens. Select the BCF file containing the task you want to import (usually ending in *.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 the Task Board and click within any column of the task you want to export.
   
   

2. Go to the toolbar of the Task Board and click 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 you want to obtain in Excel.
   
   

2. 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.
   
   

3. Go to the toolbar of the Task Board and click Export all tasks to Excel file at top right.

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Deleting tasks

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

1. Go to the Task Board and click the task you want to delete.
   
   

2. Go to the Details palette and click    Delete task.
   
   

3. Click Yes to confirm the prompt.

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