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Articles on:Tasks & topics
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  • Copying Tasks & Topics
    Copying Tasks, information, topics, or decisions allows you to quickly reuse existing content. The structure is copied in its entirety; comments are not included. You can access this role through the options menu for the respective element. For more information on editing tasks and topics, see the following article: Editing Tasks. ![](https://storage.crisp.chat/users/helpdesk/website/-/9/5/5/1/95514b977853e80/7Few readers
  • Templates for Tasks & Topics
    Selecting & Editing Templates Creating Templates for Tasks & Topics Creating Templates for Assessment Tasks Cross-Project Templates Selecting & Editing Templates Templates for tasks and topics allow you to automatically apply recurring content—such as titles, descriptions, categories, or checklists—when creating a task. This saves tFew readers
  • Exporting Tasks & Topics
    Export List Single Export Tasks and topics can be exported as a list or individually as PDF or Excel files. For more information on the Excel export, see the following article: Exporting Tasks & Topics as an Excel File. Export List A list of Tasks & Topics can be exported in Word or PDF format. Using the [Filter function](/en/article/searFew readers
  • Visibility & Permissions for Tasks & Topics
    Adjusting Visibility Visibility & Permissions in Details For general information on visibility and permissions, see the following article: Visibility & Permissions Adjusting Visibility By default, when a task / piece of information / decision / topic is created, it is assigned to the Participating Teams' Roster (Creator / ResponsiFew readers
  • Exporting Tasks & Topics as an Excel File
    Exporting Tasks & Topics Troubleshooting Exporting Tasks & Topics The complete list of all tasks and topics in a project can be exported and processed further in Excel. This allows you to create custom reports based on the latest data. The task list is continuously synchronized, which prevents different or outdated versions from circulating. The export option is available for the tasks within the project. All tasks, information, decisiFew readers
  • Overview of Tasks & Topics
    Tasks Exam Questions Model tasks Personal Tasks Topics / Conversations Information Decisions Journal Entries The visibility and permissions for tasks and topics are described in the following article: Visibility & Permissions for Tasks & Topics. In buildagil, roles such as tasFew readers
  • Creating & Editing Topics / Conversations
    Creating Topics / Conversations Editing Details, Assignment & Coordination 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](/en/article/Few readers
  • Creating Tasks
    Creating a New Task Editing the Title & Categories Editing the Details & Checklist Editing Assignments & Planning Editing the Coordination Save & Assign the Task The benefits of tasks are described in the following article: [Overview of Tasks & Topics](/en/article/overview-of-tasks-topics-mthdcFew readers
  • Creating & Editing Decisions
    Making Decisions Editing Details, Assignment & Coordination Editing Decisions The benefits of decisions are described in the following article: Overview of Tasks & Topics. Making Decisions Decisions are recorded flexibly via the Menu Navigation, the Tasks & Topics list in the project, in a [MeetiFew readers
  • Monitoring Tasks
    Observing Tasks Display of Observed Tasks Monitoring Tasks This role allows you to keep track of tasks for which you are not listed as the person responsible or as a collaborator. In addition, all persons following a task receive a Message notification when the task is completed. The "Watch" feature can be enabled for any item with visible visibility. To enable it, click the "Few readers
  • Working with Comments
    Comments are used to gather information, facilitate discussion, and keep participants informed about Tasks, Topics, and Journal Entries. They are particularly well-suited for communicating interim results or relevant information so that all involved remain up to date. To create a new comment, click in the text field in the comments section of the desired task and enter your text. You can then save the comment. [Selecting the Recipient Group](#3-Few readers
  • Editing Tasks
    Editing Tasks Options for Checklist Items Completing Subtasks Completing Tasks The benefits of tasks are described in the following article: Overview of Tasks & Topics. Editing Tasks For tasks that have been created, you can edit the title, categories, details, checklist, as well as assignment, planning, and coordination. For moreFew readers
  • Creating & Editing Information
    Creating Information Editing Details, Assignment & Coordination Editing Information The benefits of information are described in the following article: Overview of Tasks & Topics. Creating Information Information is recorded flexibly via the Menu Navigation, the Tasks & Topics list in the pFew readers

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