• 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 entriesSome readers

• Create task

  The following article describes how a task can be created via the project start page, from a document or via task planning and how the task content is defined and assigned. To find out what tasks are intended for and what they can be used for, read the following article: The types explained Create task via the project start page On the project start page, click on + New in the menu navigation on the left and thenSome readers

• Edit task

  The following article describes how to work with tasks, how to create comments, generate follow-up tasks and decisions, and how to complete the task. To find out what tasks are intended for and what they can be used for, read the following article: The types explained Directly to the following sections: Customize the content of the task Comments Create follow-Some readers

• Observe tasks

  The following article describes how a task can be monitored. This allows you to keep track of tasks that you are not involved in. In addition, a notification is sent to you when a monitored task is completed. Observe task A task can be marked for observation by clicking on the Watch element icon. Show observed tasks By selecting the filter Watched under All tasks, all watFew readers

• Copy tasks

  The following article describes the copying of tasks or other types of pending tasks such as (information, topics, decisions). Right-click and copy to copy the complete task, excluding comments. The copy function is also available via the three dots ....Few readers

• Create & edit topics / conversations

  The following article describes how to create, edit and convert a topic / discussion / conversation. To learn what the benefits of topics / conversations are and what they can be used for, you can read the following article: The types explained Directly to the following sections: Create topic / conversation Edit topics Create topic / conversation Opening a topiSome readers

• Create & edit information

  The following article describes how information can be created and edited. To find out what information is intended for and what it can be used for, read the following article: The types explained Create information Opening information Information can be opened in various ways. Via the + New symbol in the menu bar (click on information, then select the project). (https://storage.crisp.chat/users/helpdeFew readers

• Create & edit decisions

  The following article describes how a decision can be created and edited. To find out what decisions are intended for and what they can be used for, read the following article: The types explained Create decision Opening a decision A decision can be opened in various ways. In the Tasks & topics division of the project, select Decisions and then click on the + New icon. (https://storage.crisp.chat/usersSome readers

• Task templates

  The following article describes how templates for tasks and test tasks can be created and used. It also describes how cross-project templates can be created and edited. Directly to the following sections: Select and use templates Create templates for tasks Create templates for test tasks Cross-project templates Select and use templates When a new taskSome readers

• Export tasks & topics as Excel

  The following article describes how tasks, topics, information and decisions can be exported / synchronized into an automatically updating Excel list, which can then be used for further processing. Export tasks & topics Go to Tasks & topics in the project. You can then use filters to set which tasks and topics are to be exported. Only the visible tasks are transferred to the list after filtering. Once the filters have been set, click on the Export icon. (https://storage.crisp.cFew readers

• Print tasks & topics

  The following article describes how to export / print a list of tasks and topics. Directly to the following sections: Print tasks & topics Print tasks & topics A task list can be printed / exported in Word or PDF format. Filters can be used to set which tasks and topics should be included in the list. Only the visible tasks and topics are transferred to the list after using the Filter function (https://knowledge.buildagil.com/en/article/search-filter-1e1hb5/Some readers