Todo Items MOD009ABH From DB 39.5.0

Description for versions < DB 39.5.0

Access path

Information

• The Todo Items module is a central module for managing all todo items of the project. Here, new todo items can be created and existing ones can be edited.
  • Todo items can also be created and edited in the Schedule and Task modules.
• By default, all todo items in this module are grouped by todo item category. If required, another grouping criterion can be selected from the listbox in the Group by field. After you have clicked on the Refresh button, all todo items are displayed grouped by this criterion.

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

Note

• If the module described here is opened in the program and at the same time you make changes to another module of the project panel which have an influence on the data in the module described here and save them (or if another user has done so), the Refresh button will be displayed in the lower left corner of this module. Click on this button in order to refresh the displayed data.

Module Variants

Create Todo Items

Create Todo Items for New Tasks

Procedure

Create Further Todo Items for Displayed Tasks

Procedure

• Right-click on the required task and select the Insert Todo Item context menu command from the context menu.
• A new todo item record is inserted.
• Enter the name of the todo item in the Todo item name field.
• Save.
  • As a result, the ID number (Todo item field) of the todo item is generated automatically.
  • The Created on / Created by: name fields of the todo item are automatically filled with the current date and the current user.
  • Fill the required fields, e.g. the Date up to which the todo item is to be completed (when a todo item is created, today’s date is automatically entered here), Resource whic is to complete the todo item, etc.
• Save.

Note

• All todo items to which resources have been displayed are displayed in the My Activities module in the Employee Board panel of the respective resource.

Edit Todo Items

Procedure

• The todo items can be edited by changing the todo item parameters:
  • either directly in the corresponding record in the Todo Items module
  • or in a data sheet in the Todo Item module.
    • You can open this module by clicking on the ID of the todo item or by right-clicking on the todo item and selecting the Edit todo item context menu command.
• When notes and checklist items are assigned to the todo item, they can be displayed and edited by opening the tree structure.

Details

• After entering 100 % in the % completed field, the todo item is considered completed and is invisible by default when reopening the module. However, it can also be viewed in the With completed items or Completed items only module variants.

Create Notes/Documents

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.

Checklist Items/Assign Checklists

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.
• The checklist templates are created and administrated in the Checklists module.