Create and track tasks with ToDos

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Create and track tasks with ToDos

The ToDos list displays the ToDo notes added to the project. You can add ToDo notes and reply to notes of the other project members. The ToDo notes are shared to all project members by default, but you can select a user or a user group who to assign the ToDo with a due date when it needs to be resolved.

You can dock or undock the ToDos list, and move it around the 3D view.

  • Do any of the following:

    To Do this
    Create a ToDo
    1. In the ToDos list , click Create a ToDo.

      A new pane opens. You can fill in the ToDo information.

    2. Click the Save button to save the ToDo.

      When you create a ToDo, a snapshot of the current 3D view is added to the ToDo as an attachment.

    Alternatively, you can click the Create d ToDo on the ribbon.

    View a ToDo
    • In the ToDos list , double-click the ToDo you want to view.

    The ToDos pane opens.

    Modify a ToDo

    You can only modify a ToDo if you are the administrator of the project, or if you have created the ToDo.

    1. In the ToDos list , double-click the ToDo you want to modify.

    2. Click the Edit button.

    3. Edit the ToDo as needed.

    4. Click Save to save the changes.

    Assign a ToDo

    You can only assign the ToDo if you are the administrator of the project, or if you have created the ToDo.

    1. In the ToDos list , double-click the ToDo you want to assign.

    2. Click the Edit button.

    3. Click the Assignee box and select the project member or user group in the list.

      You can also start typing the name of the user or user group to filter the user list.

    4. Click the calendar on the right side of the Due date box, and select the due date on the calendar.

    5. Set the priority and the status of the ToDo, if needed.

    6. Click Save to save the changes.

    Comment a ToDo

    You can add a comment to any ToDo.

    1. In the ToDos list , double-click the ToDo you want to comment.

    2. Click the Comment box to add a comment.

    3. Click Add comment to save the comment.

    Add an attachment

    You can add views, files and clashes as attachments to ToDos.

    You can only add an attachment to a ToDo if you are the administrator of the project, or if you have created the ToDo.

    1. In the ToDos list , double-click the ToDo you want add attachment to.

    2. Click the Edit button.

      By default, a snapshot of the current 3D model view is added to the ToDo as an attachment.

    3. To add more attachments, do any of the following:
      • Drag and drop a view from the Views list.

      • Click Add attachment... to browse for other project files to be added.

      • Add clashes by clicking the button.

        Number of clashes attached to this ToDo shows the number of attached clashes.

    4. Click Save to save changes.

    If needed, you can view the attached views in an external image viewer. Right-click an attached view and select Open.

    You can also remove attachments by selecting an attachment and clicking X on the right side of the attachment.

    Synchronize ToDos

    If another project member has created or commented ToDos, the ToDos are synchronized automatically.

    To synchronize the ToDos immediately:

    • At the top of the ToDos list , click Synchronize ToDos.

    Remove a ToDo

    You can only remove ToDos if you are the administrator of the project, or if you have created the ToDo.

    1. In the ToDos list , double-click the ToDo you want to remove.

    2. Click Remove.

Parent topic: Work with 3D models