Creating & Editing Information
Creating Information
Information is recorded flexibly via the Menu Navigation, the Tasks & Topics list in the project, in a Meeting or via the options in Documents and Folders. The respective elements are automatically linked in the process.
When creating an information item, you only need to enter the title. You can then save the item without providing any further details. Additionally, the desired Categories can be set, which can simplify the subsequent Search & Filter process.
To create information even more efficiently, templates can also be created. For more information, see the following article: Assignment Templates.
Project Information, Metadata, Information Storage, Upload New Document Version
Editing Details, Assignment, and Coordination
In the details section, you can add a description and attachments from the project or the device. In 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. 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 information is saved, they will receive a Notification.
In the coordination process, information can be assigned to a meeting.
Information distribution, controlling recipients, notification workflow, editing information
Editing Information
Information can be entered at Comments. The people listed as recipients during assignment are automatically suggested when addressing an email, preceded by "@". This allows you to ask questions about the information and link attachments directly from the project or upload them from your device. It is also possible to create a follow-up task via a comment or to document it as Decision.
Using the options, you can copy the link to the information at Visibility and view the revision history, Personal tasks created, Exported, Element copied, as [(7772a677-426f-4c70-be81-0c543339d34d] was created and Deleted.
Communication
Updated on: 16/07/2026