Create, modify, and delete task list items

Tekla EPM
2021
Tekla EPM Tekla EPM GO

Create, modify, and delete task list items

Use the Task List dialog box to create, modify, and delete task list items. You can add completion dates for tasks that have been completed, or re-assign tasks to other Tekla EPM users.

Create a task list item

  1. In the Task List dialog box, click New.
  2. Define the task list item properties.

    The items that are marked with an asterisk (*) in the following table are mandatory information.

    Option

    Description

    Author

    The Tekla EPM user that created the task list item.

    Click the arrow on the right side of the Author list, and select a user in the list.

    Assigned To

    The Tekla EPM user to whom the task list item is assigned.

    Click the arrow on the right side of the Assigned To list, and select a user in the list.

    Date Required

    The date by which the task list item should be completed.

    Click the arrow on the right side of the Date Required field, and select a date in the calendar.

    Date Completed

    The date when the task was completed.

    Click the arrow on the right side of the Date Completed field, and select a date in the calendar.

    Description *

    The description of the task list item.

    Type the task description in the Description field.

  3. Click Add.

Modify a task list item

By modifying a task list item, you can change its properties. For example, add completion dates for tasks that have been completed.

  1. In the Task List dialog box, select the task list item that you want to modify.
  2. Modify the task list item properties:

    Option

    Description

    Author

    The Tekla EPM user that created the task list item.

    Click the arrow on the right side of the Author list, and select a user in the list.

    Assigned To

    The Tekla EPM user to whom the task list item is assigned.

    Click the arrow on the right side of the Assigned To list, and select a user in the list.

    Date Required

    The date by which the task list item should be completed.

    Click the arrow on the right side of the Date Required field, and select a date in the calendar.

    Date Completed

    The date when the task was completed.

    Click the arrow on the right side of the Date Completed field, and select a date in the calendar.

    Description

    The description of the task list item.

    Type the task description in the Description field.

  3. Click Edit to save the changes.

Delete task list items

Note that deleting task list items is permanent and cannot be undone.

  1. In the Task List dialog box, select the task list items that you want to delete.

    To select multiple items, hold down Ctrl.

    To select a range of subsequent items, hold down Shift.

  2. Click Delete.
  3. To permanently delete the task list items, click Yes in the confirmation dialog box.
Was this helpful?
前へ
次へ