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en:handbuch:kapitel_2:2.01.31_basic_-_to-do
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en:handbuch:kapitel_2:2.01.31_basic_-_to-do [2009/10/07 13:41] 192.168.0.24 |
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|{{|previous}}]] [[en:handbuch:handbuch|{{|Home}}]] [[2.01.32_basic_-_termin|{{|next}}]] | [[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** form administers the general or assigned tasks throughout the system. The assigned tasks are assigned to either contacts, contact persons, and/or 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. | + | 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]]. | + | **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|}} |
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| - | {{:en:handbuch:kapitel_2:todo.gif|}} | + | |
| The form consists of the following elements: | The form consists of the following elements: | ||
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| * **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. | ||
| - | * **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 the employee form. | + | * **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 job, the customer of the assigned project is preallocated here. The customers are administered in the contact form. | + | * **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 job. The contact persons are administered in the contact person form. | + | * **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]]. |
| - | * **Job:** In this field, to-do's can be linked with the jobs. When creating a to-do from the job, 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. |
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| - | {{:handbuch:kapitel_2:todo2.gif?direct}} | + | |
| - | {{:en:handbuch:kapitel_2:todo2.gif|}} | + | {{:en:handbuch:kapitel_2:todo2.png|}} |
| Onthe "Misc" tab: | Onthe "Misc" tab: | ||
en/handbuch/kapitel_2/2.01.31_basic_-_to-do.1254915709.txt.gz · Last modified: 2019/10/25 14:09 (external edit)
