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How to create and view Tasks

This article will cover how you work with tasks in Dalux, such as creating tasks, finding and showing tasks, and creating filters.

Table of contents

  1. Create a task
  2. How to display tasks on drawings
  3. Data filters
  4. Task status

Create a task

CallOut_Note.png Important: Before creating tasks

To create tasks, you must be added to the workflow in the appropriate work package for the desired task type. If you don't have the necessary permissions, contact a project administrator who can give you the proper authorizations.

To learn more about work packages, you can read this article: Work Packages and workflows.

Mobile Desktop

Creating tasks on the Dalux Mobile App

To create a task on a drawing:

Go to Locations Select the building and the level  Press the desired placement on the drawing. 

A new window will appear, from here a new task can be made:

Press New registration 'Tasks' Choose the type Fill in the information and attach files/photos Press to send the task.

Jump to the top

How to display tasks on drawings

To display tasks on drawings, go to

Locations Drawing Tasks:

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 Tips and tricks

If you do not see the registration type panel, click in the search field and the panel will show.

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When you look at tasks on your drawings, you can filter them using various filter options. You can for example filter by which folder the tasks are in, by work package, by type, etc. You can also add custom filters:

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Filters for tasks

You can apply filters on the tasks, to display only the ones you want to see. Go to

Field Tasks All tasks  Add filter Choose the filter type you want to add Click 'OK':

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Select the values you want to see by marking the appropriate checkboxes and clicking 'OK':

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Save filters

If you want to save the filters that you have activated so that you can easily use them again later:

Click Save as Write a name and click 'Save':

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Show task parameters

You can choose which columns to show to edit what information is displayed in the list view. To edit the displayed columns, click on theto the right of the column bar and check the relevant boxes:

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You can also visualize the tasks as a chart using various display options. To quickly show a chart divided into types of work packages or other filters, click :

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If you want the chart to filter by parameters other than 'work package', you can choose the filter you want to apply to the chart instead:

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You can save this chart as a PDF to view later or send it to others. To do this, click .

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Select the desired type from the 'Group by' option to display a chart for other types.

 More info

To learn about the status of a task, you can read this article: Task statuses.

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