Tasks & Comments
Create, manage, and track tasks within your BIM projects.
Creating a Task
- Open a project in the PM module
- Switch to the "Tasks" tab
- Click "New Task"
- Fill in the fields:
| Field | Description | Required |
|---|---|---|
| Title | Short description of the task | Yes |
| Description | Detailed information | No |
| Status | Current progress state | Yes (Default: Todo) |
| Priority | Urgency level | Yes (Default: Medium) |
| Type | Task category | Yes (Default: Task) |
| Assignee | Responsible person | No |
| Due Date | Deadline | No |
| Estimated Hours | Time estimate | No |
| Actual Hours | Time spent | No |
| Tags | Keywords for grouping | No |
| Workstream | Assign to a workstream | No |
Status Workflow
Tasks progress through the following statuses:
| Status | Color | Icon | Description |
|---|---|---|---|
| Todo | Blue-grey | Task created, not yet started | |
| In Progress | Blue | Actively being worked on | |
| Review | Purple | Waiting for review | |
| Blocked | Red | Cannot continue | |
| Done | Green | Task completed | |
| Cancelled | Grey | Task discarded |
Typical Flow
Todo → In Progress → Review → DoneQuick Status Change
- Checkbox: Click the checkbox next to the task to mark it as Done immediately
- Reopen: Click the checkbox again to reset the status to Todo
Priority Levels
| Priority | Color | Icon | Description |
|---|---|---|---|
| Low | Green | Can wait | |
| Medium | Blue | Normal workflow | |
| High | Orange | Handle soon | |
| Critical | Red | Handle immediately |
Default Priority
New tasks automatically receive Medium priority. Only non-default priorities (low, high, critical) are shown as badges.
Task Types
| Type | Description |
|---|---|
| Task | General work task |
| Bug | Bug fix |
| Feature | New functionality |
| Improvement | Optimization of existing features |
| Documentation | Documentation work |
Subtasks
Tasks can have subtasks (parent-child relationship):
- Open an existing task
- Click "Add Subtask"
- The new task is created as a child of the current task
The number of subtasks is displayed in the task list.
Comments
Every task has a comment section:
- Open a task
- Scroll to the comment section
- Enter your comment
- Click "Send Comment"
Comment Types
| Type | Description |
|---|---|
| Comment | Manually written comment |
| Status Change | Automatic on status change |
| Assignment | Automatic on assignee change |
| Progress Update | Automatic on progress change |
Automatic comments show the old and new values (e.g., "Status: Todo → In Progress").
GAEB Linking
Tasks can be linked to GAEB cost positions. A link icon appears next to linked tasks.
Editing a Task
- Click on the task in the list
- Or click → "Edit"
- Modify the desired fields
- Save
Duplicating a Task
- Click → "Duplicate"
- A copy of the task is created
Deleting a Task
- Click → "Delete"
- Confirm the deletion
Irreversible
Deleted tasks cannot be recovered. Use the "Cancelled" status if you want to archive a task instead.
Bulk Operations
Edit multiple tasks at once:
- Select multiple tasks
- Use the bulk actions:
- Change Status - Set all selected tasks to a new status
- Change Priority - Set all selected tasks to a new priority
Task Views
All Tasks
Via "Tasks" in the sidebar, you can see all tasks across all projects. Each task shows:
- Title with checkbox
- Associated project
- Priority badge
- Due date (if set)
Assigned to Me
Via "Assigned to Me", you can see only tasks assigned to you, across all projects.
Project Tasks
In the "Tasks" tab of a project, you see only tasks belonging to that project.
Time Tracking
Track time spent per task:
- Estimated Hours - Time planning before starting
- Actual Hours - Time actually spent
In the task list, progress is shown as "actual/estimated" (e.g., "2/4h").
Due Dates
Tasks with due dates display:
- Today - Shown as "Heute" (Today)
- Tomorrow - Shown as "Morgen" (Tomorrow)
- Overdue - Date shown in red
- Other - Date in DD.MM. format
See Also
- Project Management - PM module overview
- Organization & Overview - Workstreams, notes, and files
- Cost Estimation - Link GAEB positions