Todo Item MOD009A1F

Access

• Project panel → Further... → Todo Items → (Click on the ID of the required todo item or on the Edit todo item context menu command) → Todo Item
• Project panel → Schedule → With Todo Items module variant → Click on the ID of a todo item.
• Employee → Own Planning → Employee Board → My Activities → Expand the required status area → for todo items, click on the link in the Todo item name field of the required todo item or select the Edit todo item → Todo Item context menu command
• Employee → Own Planning → Employee Board → Week Calendar → Click on the link on the required todo item ID

Todo items are small tasks within the project tasks which are to be completed (to-dos) and which can be assigned to individual resources for completion.

Information

• In the Todo Item module, only one todo item (selected in one of the modules mentioned above) can be edited at the same time.
• The overview of all todo items of a project can be found in the Todo Items module in the project panel of the required project.
• The overview of all todo items of a resource can be found in the My Activities module in the employee board of the required resource (of the employee).

Edit Todo Items

Procedure

• You can edit the todo item data by entering or changing the relevant todo item parameters in individual fields.

Here you will find a list and description of all todo item fields/parameters.

Insert Note

Procedure

• Right-click on the required todo item and select the Insert → Note command from the context menu.
• A note/document record is inserted.
• Enter your text in the Note field.
• In the Linked file field, a link to a file can be created.

Assign Checklists or Checklist Items

Information

• For todo items, individual steps can be recorded in the form of checklist items. They can either be recorded individually or be copied from the checklist templates as entire checlists.

Assign individual checklist items

• insert an empty checklist item record for the required todo item by right-clicking on the todo item and selecting the Insert → Checklist item command.
• Describe the item.
• Save.

Copy entire checklists from predefined checklist templates

• switch to the Todo Item module (by right-clicking or by directly clicking on the ID of the required todo item).
• In the Todo Item module, right-click on the todo item.
• Select Copy checklist from the context menu.
• Select a checklist in the Copy checklist from template area and click on the link on the checklist name.
• The checklist items of the selected checklist are assigned to the todo item.
• Save.

Details

• Checklists can also be copied additively.
• Checklist templates are created and managed in the Checklists master data module.