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en:handbuch:kapitel_2:2.01.31_basic_-_to-do [2009/09/02 13:15]
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en:handbuch:kapitel_2:2.01.31_basic_-_to-do [2019/10/25 14:11] (current)
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-[[2.01.30_basic_-_preise|{{|zurück}}]] [[en:​handbuch:​handbuch|{{|Home}}]] [[2.01.32_basic_-_termin|{{|weiter}}]]+[[2.01.30_basic_-_preise|{{|previous}}]] [[en:​handbuch:​handbuch|{{|Home}}]] [[2.01.32_basic_-_termin|{{|next}}]]
  
-====== 2.01.31 To-Do ======+====== 2.01.30 To-Do ======
  
  
-The To-Do menu administers the general or assigned tasks throughout the system. The assigned tasks are assigned to either ​contacts, contact persons, and/​or ​work packages. The to-do menu consists of information about the processing status, date, employee, contact information and the assigned ​work packages. The to-do'​s are predominantly assigned to work packages ​and can be used as checklists.+The **To-Do** form administers the general or assigned tasks throughout the system. The assigned tasks are assigned to either ​[[en:​handbuch:​kapitel_2:​2.01.13_basic_-_kontakt|Customer]][[en:​handbuch:​kapitel_2:​2.01.21_basic_-_ansprechpartner|Contacts]] ​and/​or ​to [[en:​handbuch:​kapitel_2:​2.02.04_arbeitspaket|Jobs]]. The to-do form consists of information about the processing status, date, employee, contact information and the assigned ​jobs. The to-do'​s are predominantly assigned to jobs and can be used as check lists.
  
-**Tip:** For more on this subject see chapter [[4.1.09 To-Do Administration]][[4.1.10 Verwaltung von To-Do's]]. +**Tip:** For more on this subject see chapter [[en:​handbuch:​kapitel_3:​3.11.10 To-Do-Verwaltung|3.11.10 To-Do Administration]]. 
  
-{{:​handbuch:​kapitel_2:​todo1.gif?direct}}+{{:en:​handbuch:​kapitel_2:​todo1.png|}}
  
-The menu consists of the following elements:+The form consists of the following elements:
  
 On the "Main Data" tab: On the "Main Data" tab:
  
     * **Name:** The short description for a task can be entered here.      * **Name:** The short description for a task can be entered here. 
-    * **Status:** This field specifies the process status of the task. In the standard ​delivery ​the entries Entered(erfasst),​ In Process, Completed and Quitted are available. In der Standardauslieferung stehen hier die Einträge Erfasst, In Bearbeitung,​ Fertiggestellt und Abgebrochen zur Verfügung+    * **Status:** This field specifies the process status of the task. In the standard ​version ​the entries Entered(erfasst),​ In Process, Completed and Quitted are available.
     * **Description:​** A detailed description of the task can be entered in this field. Dieses Feld ermöglicht die Eingabe ​     * **Description:​** A detailed description of the task can be entered in this field. Dieses Feld ermöglicht die Eingabe ​
     * **Target Date:** A due date for the to-do (when to be completed) can be entered in this field.     * **Target Date:** A due date for the to-do (when to be completed) can be entered in this field.
-    * **Agent:** A task can be assigned to the responible ​employee. If a to-do is created in the work package, the employee responsible for the work package ​is preallocated. ​ The employee is defined in the employee menu.  +    * **Arranger:** A task can be assigned to the responsible ​employee. If a to-do is created in the job, the employee responsible for the job is preallocated. ​ The employee is defined in [[en:​handbuch:​kapitel_2:​2.01.24_basic_-_mitarbeiter|Employee]].  
-    * **Contact:** This field refers to the ordering customer of the project. If a to-do is created in the work package, the customer of the assigned project is preallocated here. The customers are administered in the contact menu+    * **Customer:** This field refers to the ordering customer of the project. If a to-do is created in the job, the customer of the assigned project is preallocated here. The customers are administered in [[en:​handbuch:​kapitel_2:​2.01.13_basic_-_kontakt|Contacts]]
-    * **Contact Person:** The field contact persons specifies ​the contact person. This contact person ​is automatically ​defined as the default from the system when a to-do has been created in the work package. The contact persons are administered in the contact person menu.   +    * **Contacts:** This field key figures ​the contact person ​and is pre set automatically, if a to-do has been created in the job. The contact persons are administered in [[handbuch:​kapitel_2:​2.01.21_basic_-_ansprechpartner|Contacts]].   
-    * **Work Package:** In this fieldto-do'​s ​can be linked with the work packages. When creating a to-do from the work package, this field is preallocated. ​+    * **Job:** In this field allows to link the to-do'​s ​to the [[en:​handbuch:​kapitel_2:​2.02.04_arbeitspaket|Jobs]]. When creating a to-do from the job, this field is preallocated. ​
  
-{{:​handbuch:​kapitel_2:​todo2.gif?direct}}+{{:en:​handbuch:​kapitel_2:​todo2.png|}}
  
 Onthe "​Misc"​ tab: Onthe "​Misc"​ tab:
  
-    * **Private:​** ​Private to-do'​s ​can be Dieses Kennzeichen kann für private ​To-Do'​s ​verwendet werden+    * **Private:​** ​This flag can be used for private ​to-do's. 
-    * **Issue, ​Solution-Steps, Meetings and Protokoll ​Entry:** These fields are part of the add-on module KompPlex and allow linking between issues and protocols ​for to-do+    * **Issue, ​Open Decision, Meetings and Protocol ​Entry:** These fields are part of the add-on module KompPlex and allow linking between issues and protocols ​to to-do. 
-!!!!!!! Diese Felder sind Bestandteil des Zusatzmoduls KomPlex und erlauben die Verknüpfung zwischen Issues und Protokollen zum To-Do+    * **Document Creator, Date Created:** The user and the creation date are entered from the system here
-    * **IssuerIssuing ​Date:​** ​Hier wird vom System der Benutzer und das Anlagedatum eingetragen+    * **Parent ​To-Do'​s:​** ​Each to-do can be divided into an unlimited amount of to-do'​s ​and this field contains all superordinate to-do's.  
-    * **Superordinate ​To-Do'​s:​** ​Jedes To-Do kann in beliebig viele To-Do'​s ​unterteilt werden und dieses Feld beinhaltet alle übergeordneten To-Do's. +    * **Subordinate To-Do'​s:​** ​This field contains all subordinate to-do tasksif the to-do'​s ​have been divided
-    * **Subordinate To-Do'​s:​** ​Diese Feld beinhaltet alle untergeordneten Aufgaben des To-Do'swenn die To-Do'​s ​unterteilt worden sind.+
en/handbuch/kapitel_2/2.01.31_basic_-_to-do.1251890126.txt.gz · Last modified: 2019/10/25 14:09 (external edit)