Todo Item MOD009A1F New from DB 39.5.0
Description for versions < DB 39.5.0
Access path
Information
- Todo items are small tasks to be completed (ToDos) within the project tasks which can be assigned to individual resources for completion.
- 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 Item
Procedure
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 the text in the Note field.
- In the Linked file field, you can create a link to a file.
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.
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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.
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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.
- The checklist templates are created and administrated in the Checklists module.
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