ToDo Listing
About the ToDos Listing
The ToDos tab is used to create and manage ToDos to communicate information with all stakeholders throughout the project.
The ToDos list displays the ToDos added to the project. You can add ToDos and collaborate with other project members. ToDos are shared to all project members by default, but you can select a user or a user group 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.
ToDo Visibility
ToDos can be made private to the author or public to all users in the project. By default, ToDos are visible for all users in the project.
If you are a Project Administrator, you can change the privacy settings in the Trimble Connect for Browser application.
Understanding the ToDo Listing
ToDos information are shown as follows:
First row
ToDo label
ToDo title
Total number of comments in the ToDo, shown between brackets
Second row
Author
Assignee
Due Date
Status
Priority
Quick Tip
Hovering over the title/description to see the full text
Hover over the author or assignee to see the email address
Synchronize ToDos
ToDos tab can be synchronized on demand by clicking the Synchronize button, to make sure the latest ToDos are shown in the ToDos tab, and are up to date.
To synchronize
Open a model in Trimble Connect for Windows 3D Viewer.
Open the ToDo panel.
Click the Synchronize button
The ToDos will be synchronized from the cloud
Search ToDos
ToDos can also be filtered by using the search field.
Search parameters: ToDo Title, ToDo Description, Tags, Assignee, Author
To search
Open a model in Trimble Connect for Windows 3D Viewer.
Open the ToDo panel.
Click the Search field.
Type the search word in the search field.
The list will be filtered.
Sort ToDos
All columns can be used to sort the ToDos. By default, ToDos are sorted by Creation date (latest ToDo on top).
Sorting can be ascending or descending. This is indicated by the blue arrows next to the column used to do the current sorting.
Group ToDos
Grouping is done through a dropdown menu in the top right part of the ToDos tab. ToDos aren’t grouped by default.
Grouping options are:
Author
Status
Priority
Type
Tag
Creation date
Last modified date
Next Topic: Creating ToDos