Create plan sections
The following article describes how plan sections can be created, edited and then assigned to a journal entry, task or comment.
Directly to the following sections:
Create plan section
Use plan section
Plan sections can be included in journal entries and any task types (e.g. Tasks, topics, decisions, etc.).
Create plan section from a task / journal entry:
If a plan section is created in this way, the section is displayed directly in the task.
The process for creating a plan section is the same for all pending types.
To create a plan section from a journal entry / task, the desired entry must be opened.
A new plan section can be created using the ... role in the details / description division.
After clicking on Plan section, the desired PDF plan can be opened in which the section is to be created.
Example when creating a journal entry:
Example when editing a journal entry:
Example when creating a task:
Example when editing a task:
Create plan section from a plan
Plan sections can be created directly in the desired plan and then copied to journal entries, tasks and comments.
To create a section directly from the plan, the desired plan must first be opened.
Create new task with plan section
Create a new journal entry with plan section
Create plan section to copy and paste
Select section
As soon as Select section has been clicked, the division of the plan section (rectangle) can be selected with the mouse.
A window for editing then opens automatically (only when creating the section directly from the plan).
If the section is created from a journal entry / task, it is inserted directly into the task (editing does not open automatically).
Copy extracts:
To copy the finished section into a journal entry, a task or a comment, click on Copy.
Insert excerpts:
The plan can then be closed and the desired task opened.
You can insert the section by clicking on the details / description of a journal entry / task or by creating a new comment.
The plan section can be inserted using the key combination Crtl + V.
Once a section has been created, the following options are available for working with the section.
A section can be opened via ... or by clicking on the section.
Open plan section
Edit the image of the plan section
Open source - Opens the plan from which the section originates.
Download image of the plan section
Copy link to plan section
Copying the plan section
Sending the plan section as an image by e-mail
localization, PDF, markings, plan marking, marker, reference, locate, reference
Directly to the following sections:
Create plan section
Use plan section
Create plan section
Plan sections can be included in journal entries and any task types (e.g. Tasks, topics, decisions, etc.).
Create plan section from a task / journal entry:
If a plan section is created in this way, the section is displayed directly in the task.
The process for creating a plan section is the same for all pending types.
To create a plan section from a journal entry / task, the desired entry must be opened.
A new plan section can be created using the ... role in the details / description division.
After clicking on Plan section, the desired PDF plan can be opened in which the section is to be created.
Example when creating a journal entry:
Example when editing a journal entry:
Example when creating a task:
Example when editing a task:
Create plan section from a plan
Plan sections can be created directly in the desired plan and then copied to journal entries, tasks and comments.
To create a section directly from the plan, the desired plan must first be opened.
Create new task with plan section
Create a new journal entry with plan section
Create plan section to copy and paste
Select section
As soon as Select section has been clicked, the division of the plan section (rectangle) can be selected with the mouse.
A window for editing then opens automatically (only when creating the section directly from the plan).
If the section is created from a journal entry / task, it is inserted directly into the task (editing does not open automatically).
Copy extracts:
To copy the finished section into a journal entry, a task or a comment, click on Copy.
Insert excerpts:
The plan can then be closed and the desired task opened.
You can insert the section by clicking on the details / description of a journal entry / task or by creating a new comment.
The plan section can be inserted using the key combination Crtl + V.
Use plan section
Once a section has been created, the following options are available for working with the section.
A section can be opened via ... or by clicking on the section.
Open plan section
Edit the image of the plan section
Open source - Opens the plan from which the section originates.
Download image of the plan section
Copy link to plan section
Copying the plan section
Sending the plan section as an image by e-mail
localization, PDF, markings, plan marking, marker, reference, locate, reference
Updated on: 15/11/2024