The types explained
The following article describes how to work with tasks, topics, information, decisions and journal entries and what the idea behind the different types is.
The types:
Tasks
Topics / Discussions
Information
Decisions
Journal entries
The authorizations and visibility of tasks, topics etc. Are described in the following article: Authorizations & Visibilities
The most frequently used type is the task. Tasks are at the center of buildagil and are used to distribute work, then plan it, exchange information about the work and receive documentation of the work steps when the task is completed.
A task consists of: Title, categories, description (what is to be done in the task), checklist, due date, linked objects, coordination (meeting on the agenda) and comments for communication.
You can find more detailed information on how to create a task in the following article: Create tasks
A topic usually serves as a placeholder in a meeting, which is to be discussed during the meeting. The topic should serve as a basis for discussion which can then be converted into a task, information or decision at a later date if necessary. A topic can be used as a precursor to a task, information or decision. The advantage is that an open topic of a project can be recorded, then discussed and finally converted into the appropriate type.
You can find more detailed information on how to create a topic in the following article: Create & edit topics / discussions
Information is required to inform certain groups of people about changes or innovations. The information is only used for the distribution of news and has the advantage that it is documented who has received which information.
Information consists of: Title, categories, description, linked objects and comments for questions about the information. A frequently used use case is that a new plan status has been uploaded and you want to provide information about it.
You can find more detailed information on how to create information in the following article: Create & edit information
A decision has only one use, the recording of decisions that have arisen from discussions in tasks or meetings. Decisions no longer contain any discussion, they should only be used for recording and documenting.
You can find more detailed information on how a decision is created in the following article: Create & edit decisions
Journal entries are used for documentation on the construction site, e.g. For an incident, a defect or image documentation. Defects can be used as tasks and assigned to a person responsible for rectifying the defect.
GPS data and weather data are recorded directly during recording.
You can find more detailed information on how to create a journal entry in the following article: Create journal entry
The types:
Tasks
Topics / Discussions
Information
Decisions
Journal entries
The authorizations and visibility of tasks, topics etc. Are described in the following article: Authorizations & Visibilities
Tasks
The most frequently used type is the task. Tasks are at the center of buildagil and are used to distribute work, then plan it, exchange information about the work and receive documentation of the work steps when the task is completed.
A task consists of: Title, categories, description (what is to be done in the task), checklist, due date, linked objects, coordination (meeting on the agenda) and comments for communication.
You can find more detailed information on how to create a task in the following article: Create tasks
Topics / Discussions
A topic usually serves as a placeholder in a meeting, which is to be discussed during the meeting. The topic should serve as a basis for discussion which can then be converted into a task, information or decision at a later date if necessary. A topic can be used as a precursor to a task, information or decision. The advantage is that an open topic of a project can be recorded, then discussed and finally converted into the appropriate type.
You can find more detailed information on how to create a topic in the following article: Create & edit topics / discussions
Information
Information is required to inform certain groups of people about changes or innovations. The information is only used for the distribution of news and has the advantage that it is documented who has received which information.
Information consists of: Title, categories, description, linked objects and comments for questions about the information. A frequently used use case is that a new plan status has been uploaded and you want to provide information about it.
You can find more detailed information on how to create information in the following article: Create & edit information
Decisions
A decision has only one use, the recording of decisions that have arisen from discussions in tasks or meetings. Decisions no longer contain any discussion, they should only be used for recording and documenting.
You can find more detailed information on how a decision is created in the following article: Create & edit decisions
Journal entries
Journal entries are used for documentation on the construction site, e.g. For an incident, a defect or image documentation. Defects can be used as tasks and assigned to a person responsible for rectifying the defect.
GPS data and weather data are recorded directly during recording.
You can find more detailed information on how to create a journal entry in the following article: Create journal entry
Updated on: 15/11/2024