Showing the Task Board palette

By default, the Task Board palette is integrated in the palette window in Allplan. 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 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 tasks from Bimplus

To use Allplan to retrieve tasks created for a Bimplus project

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

   The Tasks area includes the list of tasks created for the linked Bimplus project. This list adapts 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 Task Board palette (see “Showing the Task Board palette“).

   The Tasks area includes the list of tasks created for the linked Bimplus project. This list adapts 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 in the Details palette.

   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 to focus on this spot in the 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 view of the building model in the active viewport. This 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 Details palette opens.
   
   

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

5. To add comments, attachments or hyperlinks, click Comments, Attachments or 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 Task details get emails informing them of the new task.

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Editing tasks

To use Allplan to edit details of a task

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

   The Tasks area includes the list of tasks created for the linked Bimplus project. This list adapts 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 in the Details palette and change the details of this task.
   
   

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

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

6. Click Save.

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

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Adding further information to tasks

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 the list of tasks created for the linked Bimplus project. This list adapts 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, go to the Details palette, click 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 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 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 Task details 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 Task Board palette (see “Showing the Task Board palette“).

   The Tasks area includes the list of tasks created for the linked Bimplus project. This list adapts 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 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 Task details 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 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 task.

To use Allplan to save a new view for a task

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

   The Tasks area includes the list of tasks created for the linked Bimplus project. This list adapts 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 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 Task details 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 Task Board palette (see “Showing the Task Board palette“).
   
   

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

3. The Open file dialog box opens. Select the BCF file including 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 Task Board palette (see “Showing the Task Board palette“).

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

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

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

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

   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 the file immediately or make it available for other planning partners so that they can download it.

   Download
   Click DOWNLOAD and save the 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 Bimplus.

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Exporting the task list

It is often difficult to keep track of tasks, in particular, with complex task lists. Therefore, you can 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 Task Board palette (see “Showing the Task Board palette“).

   The Tasks area includes the list of tasks created for the linked Bimplus project. This list adapts automatically to reflect the current status on 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 you want to use to sort the contents of the task list alphabetically or numerically in ascending or descending order.
   
   

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

5. Save the 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 the list of tasks created for the linked Bimplus project. This list adapts 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 in the Details palette.
   
   

4. Click YES to confirm the prompt.

   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.

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