Articles on: Tasks & topics
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Creating & Editing Topics / Conversations


The benefits of topics and conversations are described in the following article: Overview of Tasks & Topics.


Creating Topics / Conversations

Topics can be entered flexibly via the Menu Navigation, the project's topic list, in a Meeting or via the options in Documents and Folders. The respective elements are automatically linked in the process.



When creating a topic, you only need to enter the title. You can then save the item without providing any further details. This allows you to quickly capture ideas during meetings and can serve as a basis for discussion. Furthermore, the desired Categories can be set, which can simplify the subsequent Search & Filter later on.



To create topics even more efficiently, you can also create templates. For more information, see the following article: Assignment Templates.


Editing Details, Assignment, and Coordination

In the details section, you can add a description and attachments from the project or the device. In the 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, a "Responsible Person" can be designated to serve as the point of contact for the topic. This makes it clear to the other project participants who they should contact regarding this topic. Use the arrow keys on the keyboard to navigate through the list of people and press ENTER to add them.


If a person is listed as "Responsible," no Automatic notification action is taken. If you want to notify that person, you can do so via the comments on the topic.



In the coordination module, a topic can be assigned to a meeting.



Task management, project organization, meeting preparation, task coordination

Editing Topics / Conversations

Topics can be created using Comments. Please note that when addressing individuals, no automatic selection occurs, since a topic does not have any participants. Comments are primarily intended to document a discussion. Once it is clear how to proceed with the topic, it can be converted into a task, piece of information, or decision using “Change Type.”



You can also select Contact Groups or Teams can be selected via the comments, so that all assigned people can be selected using the quick selection feature to send a notification to a specific group of people.



Using the options, you can copy the link to the topic, view the Visibility and the revision history, Personal tasks was created, Exported, the Element copied, as Template was created and Deleted.



Task handoff, decision management, topic tracking, changing topic status

Updated on: 03/07/2026