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First things about taskboards
Managing taskboards
- There are two ways to create tasks on drawings:
2. by adding them directly from the drawing.
Adding Tasks from the Board
To add a task to a drawing from the board, open “Boards” from the menu and select the board where the task will be added. Then click the “+ New Task” button.
When creating a new task, the “Annotate” button can be found below the task title field.
After selecting the file, it will be added to the task view as a smaller file preview. By moving the cursor over the displayed file, you can zoom in or out and navigate to the exact location on the drawing where the task should be marked. When clicking on the drawing, a pin icon will be displayed at the selected location. The color of the pin is determined by the category selected for the task. To finalize and save the task, click the “Save” button in the top corner.
Adding tasks directly from the drawing
To create a task directly from a drawing, first open the desired drawing from the file folder by clicking on the file name. This will open the Bauhub file viewer.In the top-left corner of the file viewer, there is an actions menu. By clicking the arrow icon, the actions panel will open, where you need to select “Create Task”. After this, the task annotation tools will appear, allowing you to choose whether the annotation will be added as a single point or as a larger marked area on the drawing. In addition, it is possible to choose the shape and color of the annotation.
The task type can be selected from the dropdown menu located next to the task title. Available options may include “Task”, “Information Request”, “Issue”, “Safety”, or “Warranty”.
After filling in the required information, click “Save”. Once saved, the task will automatically be linked to the marked location on the drawing and will be visible both in the drawing view and in the task view.
