Back Home Next

2.01.30 To Do

The mask to do manages general or assigned tasks within the system. The assigned tasks are assigned either to contacts, contact persons and/or work packages. The ToDo mask contains information about the processing status, date, employee, contact data and the assigned work package. The To-Dos are mainly assigned to work packages and then used as a checklist.

The mask consists of the following elements:

General Data

Description: The short name of the task can be entered here.

Status: This field indicates the processing status of the task. In the standard system, the entries Created, In process, Completed and Terminated are available here.

Note: This field allows you to enter a detailed description of the task.

Target Date: This field allows you to enter a due date for the to-do (to be completed by when).

Priority:This field allows you to enter a priority level of this to-do.

Employee: The responsible employee can be assigned to a task. If the to-do is created in the work package, the processor of the work package is preset here. The employees are defined in the mask employees.

Responsible: This field refers to the customer's support person.

Company: This field refers to the customer of the project. If the to-do is created in the work package, the customer of the assigned project is preset here. The customers are managed in the mask company.

Contact Person: The Contact person field indicates the contact person and is automatically preassigned by the system if the to-do is created in the work package. The contact persons are managed in the mask contact persons.

Project: This field indicates the project belonging to the to-do.

Job: This field allows you to link to-do's with jobs. When a to-do is created from the job, this field is preset.

Misc

Private: This flag can be used for private To-Dos

Creator, Created: The system enters the user and the creation date here.

Parent To Do: Each to-do can be divided into any number of to-dos and this field contains all superior to-dos.

Subordinate To Do: This field contains all subordinate tasks of the to-do, if the to-dos have been subdivided.