Displaying the Task Board

To display the Task Board on the Bimplus portal

• Click  Show Task Board on the left sidebar.

  You can see the Task Board at the top. The table lists the tasks created for the Bimplus project, 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 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 the task of which you want to see details.

   The Details palette opens on the right.

   At the same time, full view displays the view of the building model that was saved last. In addition, 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 are visible. This view will be saved together with the new task.
   
   

2. Click Create task on the toolbar at the bottom.

   The Details palette opens.
   
   

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

4. To add comments, attachments or hyperlinks, click Comments, Attachments or Hyperlinks respectively (see “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 (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

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  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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Adding extra information to tasks

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

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

   The Details palette opens.
   
   

2. If you want to add a comment:
   Click  Comment, 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. In the Upload file dialog box, select the file you want to add and click Open.

   Or:

   If you want to add a hyperlink:
   Click Hyperlinks, enter the name and URL of the link and click 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

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 the task for which you want to place a spot.

   The Details palette opens.
   
   

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. But you can also change the view saved for a task.

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

1. Click the task on the Task Board or in the Task navigator palette.

   Full view displays the view currently saved for this task.
   
   

2. Change the view.
   
   
3. Click  Task details. Click Edit in the preview.
   
   

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. Click Import BCF file to Bimplus on the toolbar of the Task Board.
   
   

2. The Upload file dialog box opens. Select the BCF file including the task you want to import. 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.

   To do this, click the task on the Task Board or in the Task navigator palette.
   
   

2. Click Export task to BCF file on the toolbar of the Task Board.

   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 display the columns in Excel.
   
   

2. 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 column header of which you want to use the contents for sorting the task list alphabetically or numerically in ascending or descending order.
   
   

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

2. Click Delete task in the Details palette.
   
   

3. Click Yes to confirm the prompt.

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