Create Todo Item MOD009D1S

Access

• Project panel → Further... → Todo Items → Click on the Create todo item plus button

Information

• This module is a dialog module and therefore it has no independent function. It is used to record todo items for tasks of a project from the Todo Items module, which is a central board for the administration of the todo items of a project.

Procedure

• In the dialog module, all tasks of the project are displayed.
• Activate the Select checkbox for the tasks for which you want to create todo items.
  • You switch back to theTodo Items module in which the selected tasks are displayed with the automatically created records for todo items. In the course of this, the todo item IDs are generated automatically as well.
  • Fill the required fields of the tasks, e.g. the todo item name, the date up to which the todo item is to be completed, resource who is to complete the todo item, etc.
  • Save.