Displaying the Task Board palette

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Displaying the Task Board (Allplan)

Displaying the Task Board (Allplan)

To

display the Task Board palette in Allplan

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

2. If 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. Open the Task Board palette Select the Tasks über Allplan anlegen, abrufen und bearbeiten (see "Showing Displaying the Task Board palette in Allplan").
   Go to the The Tasks area and click  Image Removed Update tasks to synchronize the tasks listed in the table with the tasks on the Bimplus web platform.
   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 Click in the Name column of the task of which whose details you want to see the detailsretrieve. As an alternative, you can also double-click the task.
   The Details palette (similar to opens, displaying detailed information about this task. The details you can see are the same as those in the Details palette in on the Bimplus portal) opens, showing detailed information about the task clicked.

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Retrieving spots

To use Allplan to

retrieve the spots placed for a

task

Info
icon false title This is possible only possible if ...
→  You → You have used your Allplan workstation to log in to Bimplus (see "Using Allplan to log in to Bimplus") →  → The relevant Allplan project is open ; this Allplan project is and linked with the a Bimplus project →  You have the required rights (account owner, project administrator or project editor (see "Linking an Allplan project with a Bimplus project") → You are a member of the Bimplus project team)

1. Select
an appropriate view of the building model in the current viewport. Allplan will save this view together with the new task.
Open the Task Board palette
2. the Tasks über Allplan anlegen, abrufen und bearbeiten (see "
Showing
3. Displaying the Task Board palette
in Allplan
4. ").
   
Click Image Removed New task.
The Details palette opens.

5. 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.
   
   
6. 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.
   
   
7. Click Image Added Spots.
   You can see the list of spots placed for the task in the model on the Bimplus web portal.
   
   
8. 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 Image Added New task.
   The Details palette opens.
   
   

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

5. To add a comment, attachment or hyperlink, click Image Added Comments, Image Added Attachments or Image Added 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 Image Added Task details and change the task details.
   
   

4. To add or change a comment, attachment or hyperlink, click Image Added Comments, Image Added Attachments or Image Added 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

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Attaching comments, attachment or hyperlinks to tasks (Allplan) Attaching comments, attachment or hyperlinks to tasks (Allplan)

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 Image Added Comments, type a comment in the text box and click Add comment.
   
   Or:
   
   If you want to add an attachment:
   Click Image Added 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 Image Added 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

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Marking design elements (Allplan) Marking design elements (Allplan)

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 Image Added 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

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Saving a view for a task (Allplan) Saving a view for a task (Allplan)

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 Image Added 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 Image Added 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 Image Added 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

6. Enter detailed information about the new task.

   Info
   Note: Tasks can be given comments or further information in the form of files or hyperlinks (see "Attaching comments and further information to objects").

7. If you want to focus on a particular point, you can mark this point.
   To do this, click Image Removed Spots followed by Add spot. Then go to the full view and click the point you want to mark with a spot.
   If you want to focus on one or more elements, you can mark these elements using the marking color.
   To do this, click the Select elements button, click the elements you want to mark and confirm by clicking the right mouse button.
   Click Save.
   The program creates the task, saving the view you selected in step 1 together with the task. The Person responsible and the person behind Email CC will be informed by email about the new task.

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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 Open the Task Board palette (see "Showing the Task Board palette in Allplan").
   Click Image Removed Update tasks to synchronize the tasks listed in the table with the tasks on the Bimplus web platform.
   

   Click in the Name column of the task you want to edit.
   The Details palette (similar to the Details palette in the Bimplus portal) opens, showing detailed information about the task clicked.
   
Change the details of the task.
Click Save.
The Person responsible and the person behind Email CC will be informed by email about the changes in the task

2. 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.
   
   

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

4. 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.
   
   

5. Go to the Tasks area and click  Image Added 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 Open the Task Board palette (see "Showing the Task Board palette in Allplan").
   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 Go to the Tasks area and double-click 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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