To Do (v10.xx)

To Do (v10.xx)

A "To Do" is a simplified task with no assigned workload or duration. It can be only assigned to one resource.
















Header

To do

The title of the "To Do". This field is mandatory.

Ref

Optional code for this task. Depending on the application setup, this can be automatically generated.

Project

The project to which the "To Do" belongs.

Phase

The phase of the project the "To Do" belongs to.

Project leader

The main project leader of the corresponding project.




Status

Indicates the "To Do" status. The possible values are:

"Stand-by": The "To Do" is planned but not visible in the action list of the assigned resource.

"Requested": (default) The "To Do" is planned and is to be accomplished by the assigned resource.

"Completed": The "To Do" is completed and is no longer visible in the assigned resource's "Personal" views.



Deadline

Visual indicators:

Red: Deadline passed.

Orange: Deadline will not be met based on remaining workload.

Green: On track.

Version

Version of the "To Do"

Modified on

Date and time of the latest modification. Clicking the date opens a history of all changes made.






Description

Assigned to

The resource asigned to the "To Do". By default, this is the document author. This field is mandatory and only one resource can be selected from the project participants.

End date

Planned end date.

Description

Rich text field to describe the task in detail.

Comments


Rich text field to add any comments.



Note: Files and documents can be attached and linked to a "To Do" like any other record in Cerri Project.




My ToDo's

Click on "My ToDo's" in the contextual navigation menu to access your list of assigned tasks.