Create & edit decisions
Creating decisions
Decisions are entered flexibly via the Menu navigation, the tasks & topics list in the project, in an Meeting or via the options of Documents and Folders. The respective elements are linked automatically.
Furthermore, decisions can also be created directly via the comments of tasks & topics.
When creating a decision, only the title needs to be entered. The element can then be saved without further specifications. Furthermore, the desired Categories can be set, which can simplify the subsequent Search & filter.
If decisions are to be created in a certain structure, templates can also be used. You can find more information in the following article: Task templates.
Decision workflow, decision management, meeting decisions, task links, project decisions, decision documentation, recording decisions
Editing details, assignment & coordination
The description and attachments from the project or the device can be added in the details. In the Mobile app it is also possible to take photos or videos directly via the device camera. You can find more information in the following article: Taking photos in the mobile app.
The recipients who are to be informed of the decision can be defined in the assignment. Use the arrow keys on the keyboard to scroll through the list of persons and press ENTER to add them. Alternatively, all persons in a Teams or a contact group can be selected. As soon as the recipients are entered and the decision is saved, they will receive a Notification.
In coordination, the decision can be assigned to a meeting.
Assignment of responsibilities, recipient control, message configuration
Editing decisions
For decisions, Comments can be entered. The persons entered as recipients in the assignment are automatically suggested when addressing with "@". Questions can be asked about the decisions and attachments can be linked directly from the project or uploaded from the device. It is also possible to create a follow-up task via a comment or to document the comment as another decision.
Using the options, the link to the decision can be copied, the Visibility and the change history displayed, Personal tasks created, the Element copied, created as Template and Deleted.
Comment management, consultation process, decision discussion, communication on decisions
Updated on: 08/06/2026