Create and track tasks with ToDos

Mobile

Create and track tasks with ToDos

Use ToDos to assign, track and resolve issues within a project. ToDos can be assigned to a user or a user group with a due date when the ToDo needs to be resolved.

Create a ToDo in the 3D App

  1. In an open model, tap on the toolbar.
  2. Enter the needed informaton, such as name and description.
  3. Assign the ToDo to a user or to a user group.
  4. Tap Save .

Create a ToDo in Trimble Connect for Mobile

  1. Go to the ToDo page.
  2. Tap .
  3. Enter the needed information, such as name, description, and due date.
  4. Assign the ToDo to a user or to a user group.
  5. Tap Save at the top of the page.
    Note:

    The created ToDo does not have a model associated with it. You can add the model later.

Add a view to a ToDo

To provide more information in ToDos, you can add saved views to ToDos.

For more information, see Create views.

  1. Go to the Views page.
  2. Select the view that you want to add.
  3. Tap .

    The Attach to ToDos message opens.

  4. Select whether to create a New ToDo or add the view to an Existing ToDo.
  5. Click Save at the top of the page.

Manage ToDos

You can view a list of all the ToDos in the project on the ToDo page in Trimble Connect for Mobile.

  • Go to the ToDo page.

    • To sort the ToDos by author, creation date, assignee, priority, status, modification date, or due date, tap .

    • To sync the ToDos to and from Trimble Connect for Browser and Trimble Connect for Windows, swipe down on the ToDo page.

    • To view the ToDo details, tap the ToDo name.

    • To comment on a ToDo, tap on the ToDo name and then at the bottom tap .