Creating & Editing Decisions
Making Decisions
Decisions are recorded flexibly via the Menu Navigation, the project's Tasks & Topics list, in a Meeting or via the options in Documents and Folders. The respective elements are automatically linked in the process.
In addition, decisions can also be made directly through the comments on tasks and topics.
When creating a decision, only the title needs to be entered. The item can then be saved without providing any further details. Furthermore, the desired Categories can be set, which can simplify the subsequent Search & Filter process.
If decisions need to be created according to a specific structure, you can also use templates. For more information, see the following article: Assignment Templates.
Decision-making workflow, resolution management, meeting decisions, task links, project decisions, decision documentation, recording decisions
Editing Details, Assignment, and Coordination
In the details section, you can add a description and attachments from the project or the device. In the Mobile App, you can also take photos or record videos directly using the device’s camera. For more information, see the following article: Taking Photos in the Mobile App.
In the assignment, you can define the recipients who should be notified of the decision. Use the arrow keys on the keyboard to navigate through the list of people and press ENTER to add them. Alternatively, you can select all people from a Teams or a contact group. Once the recipients have been entered and the decision is saved, they will receive a Notification.
In the coordination process, a decision can be assigned to a meeting.
Assignment of Responsibility, Recipient Control, Message Configuration
Editing Decisions
Decisions can be recorded using Comments. The individuals listed as recipients during assignment are automatically suggested when addressing them with "@". This allows you to ask questions about the decisions and link attachments directly from the project or upload them from the device. Additionally, you can create a follow-up task via a comment or document the comment as an additional decision.
Using the options, you can copy the link to the decision, view the Visibility and the revision history can be viewed, Personal tasks created, Exported, Element copied, as Template was created and Deleted.
Comment management, inquiry process, decision-making discussions, communication regarding decisions
Updated on: 03/07/2026