Create & edit information
Creating information
Information can be entered flexibly via the Menu navigation, the tasks & topics list in the project, in a Meeting or via the options of Documents and Folders. The respective elements are linked automatically.
When creating information, only the title needs to be entered. The element can then be saved without any further information. Furthermore, the desired Categories can be set, which can simplify the subsequent Search & filter.
Templates can also be created for even more efficient creation of information. You can find more information in the following article: Task templates.
Project information, metadata, information storage, upload new document version
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.
The recipients who are to be informed 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 information is saved, they will receive a Notification.
In coordination, the information can be assigned to a meeting.
Distribution of information, controlling recipients, notification workflow, editing information
Editing information
Comments can be entered for information. The persons entered as recipients in the assignment are automatically suggested when addressing with "@". Questions can be asked about the information 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 document it as Decision.
The options can be used to copy the link to the information, display the Visibility and the change history, Personal tasks can be created, the Element copied and Deleted.
Communication
Updated on: 19/02/2026