Tasks Overview

• The task function can be accessed through the SyncoBox web portal or the WeBIMSync application.

• Tasks can be linked to markups of the project and assigned to relevant project members for execution.

Page Description

SyncoBox Web Portal

• After accessing the project page, click on the 1 [ Tasks ] option in the project menu to open the Tasks page.

• On the left side of the Tasks page, there is a 2 [ sidebar ] that allows you to switch between different task categories. These categories include "Today", "Favorite", "Scheduled", "Assigned to Me", "Completed", and "Project Tasks".

• Within the sidebar, 3 under the "Project Tasks" section, you can find a menu that displays the tasks associated with specific project zones, synchronizing with the project's defined zones.

• The 4 [ toolbar ] on the top displays the current list location and the number of tasks. On the right side of the toolbar, you can find options to add new tasks, search for tasks, adjust display settings, apply filters, and refresh the list.

• The 5 [ task list ] provides a quick overview of task statuses and related information. For more detailed information about a task, refer to the task details.

WeBIMSync Application

• After opening WeBIMSync and accessing the project, click on the 6 [ Tasks ] option in the [ Features Bar ].

• Clicking on it will open the Tasks panel, which displays the task list for the current zone. You can switch between different zones using the options at the top of the panel.

• The 7 toolbar on the top displays the current zone name and the number of tasks. On the right side of the toolbar, you will find functions for searching, adjusting visible items, applying filters, and refreshing the list.

• In this section, you cannot add new tasks. Please refer to the instructions for creating tasks.

• The 8 task list allows you to quickly view task statuses and related information. For more detailed information about a task, refer to the task details.

• By clicking on the associated markup within a task, such as #11, #24, and #13 shown in 8 task list, you can open the 9 [ markup window ]. WeBIMSync's model view will also synchronize and display the screenshot view of the markup.

Task Details

The task list includes the following details for each task:

1 Task Status: Displays the current progress of the task. The colors indicate different status categories, and you can click on the to change the display of the task progress.

2 Status Change Menu: Clicking on the colored block in 1 will expand this menu, allowing you to change the task status.

3 Associated Data: When creating a task or assigning it from the markup function, you can associate the task with markups. Clicking on it will show the associated content.

4 Assignee: The person responsible for the task. Clicking on it will show detailed information about the assignee.

5 Due Date: The deadline for the task. Clicking on it allows you to edit the due date. The 9 Task Detail Panel provides more comprehensive time information.

6 Priority: Indicates the importance level of the task using different colors of . There are four levels: Urgent, High, Normal, and Low.

7 Favorite: Clicking on changes it to to add the task to favorites. You can view favorites from the Favorite Category in the sidebar.

8 Advanced Options: Currently, the advanced options include the "Delete" option, which allows you to remove a task. Please note that this action is irreversible.

9 Task Detail Panel: Clicking on a task in the list will expand this panel, where you can view and edit various details of the task.

10 Task Status Button: Displays the name of the task status. Clicking on the button allows you to quickly change the task to the next status stage.