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

• Toolbar (v8.xx)

  Toolbar Action Icon Description Shortcut Re ad m od e Ed it m od e Insert Activity Inserts a new task after the last selected item in the Gantt chart. The new task is appended at the end of the item list if no task is selected. It has a default name ...

• Toolbar (v10.xx)

  Toolbar Action Icon Description Shortcut Read mode Edit mode Insert Activity Inserts a new task after the last selected item in the Gantt chart. If no task is selected, the new task is added at the end of the item list. It is given a default name ...

• Action Menu (v8.xx)

  Menu Action Description Shortcut Rea d mod e Edit mod e Sh ort Act ion Me nu General Menu P P P Save Without closing: Saves the current version of the plan. In order to propagate all the changes in all records of the project, the plan is briefly ...

• Action Menu (v10.xx)

  Menu Action Description Shortcut Read mode Edit mode Short Action Menu General Menu Save Saves the current version of the plan without closing it. Changes in all records of the project are propagated by briefly closing and reopening the plan in edit ...

• 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 ...