To Do (v8.xx)

To Do (v8.xx)

A "To Do" is a simplified task. There is no notion of workload or duration and it can be only assigned to one resource. It can be linked to a reminder in your personal calendar (MS-Outlook, Lotus Notes or others). A "To Do" cannot be defined in a plan.















Header

To Do

The "To Do" title. Mandatory.

Ref

Optional code for this deliverable. Depending on the application setup, can be automatically computed.

Project

The name of the project the "To Do" belongs to

Phase

The phase the "To Do" belongs.

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

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



Deadline

Visual indicators:

Red, deadline passed

Orange, deadline will not be matched according to remaining workload

Green, OK

Version

Version of the "To Do"

Modified on

Date and time of the most recent modifications. Click on the date to see the history of all modifications.






Description

Assigned to

The resource the "To Do" is assigned to. By default, the document author is the assignee. Single selection field. Can be assigned to project participants. Mandatory.

End date

Planned end date

Descriptio n

Rich text field available to describe what has to be done

Comments


Rich text to add any comments


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

Geniusproject.


My To Do

Click on "My To Do" in the contextual navigation menu.



    • Related Articles

    • The Organizational Breakdown Structure (OBS) (v.8xx)

      It is possible to create an organizational hierarchy for resources broken down by company and departments. Company records are defined in the [Resources] module and all resources attached to it will inherit certain attributes, such as "Rates" for ...
    • The Organizational Breakdown Structure (OBS) (v.10xx)

      It is possible to create an organizational hierarchy for resources, broken down by company and department. Company records are defined in the [Resources] module, and all resources attached to them will inherit certain attributes, such as "Rates." ...
    • Create Custom Fields (v8.xx)

      It is possible to customize Geniusproject with simple setup actions, to add fields and to create reports based on those fields. You need [Admin] access to do this. Custom fields can be defined for any Geniusproject form as well "generic documents." ...
    • Document Templates With Attachment (v8.xx)

      The following process explains how to create a template that includes attachments, provided that Genius Integrator is enabled. Open the 'Projects' module 'Setup & Administration' console, in the 'Templates' tab, select the view 'Document templates.' ...
    • Document Template With Customized Forms (v8.xx)

      Creating a Geniusproject 'Template Document' that contains a customized data structure first requires designing the structure (ask your Genius consultant for this). Geniusproject can contain as many subforms as needed to be used in 'Document ...