Create & edit topics / conversation
- Creating topics / conversations
- Editing details, assignment & coordination
- Editing topics / conversations
Create topics / conversations
Topics can be entered flexibly via Menu navigation, the topic list in the project, in a Meeting or via the options of Documents and Folders. The respective elements are linked automatically.
When creating a topic, only the title needs to be entered. The item can then be saved without any further details. This allows ideas to be captured quickly in meetings and can serve as a basis for discussions. Furthermore, the desired Categories can be set, which can simplify the later Search & filter.
Templates can also be created for even more efficient topic creation. You can find more information in the following article: Task templates.
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.
A "Responsible person" can be defined in the assignment, who should act as the contact person for the topic. This makes it clear to the other project participants who they can contact for this topic. Use the arrow keys on the keyboard to scroll through the list of persons and press ENTER to add them.
In coordination, the topic can be assigned to a meeting.
Task management, project organization, meeting preparation, task coordination
Editing topics / conversations
Comments can be entered for topics. Please note that there is no automatic selection when addressing people, as a topic has no participants. Comments are primarily intended to document a discussion. The comments are primarily intended to document a discussion.
As soon as it is clear how to proceed with the topic, it can be converted to a task, information or decision via "Change type".
Task transfer, decision management, tracking of topics, changing topic status
Updated on: 07/02/2026