Work with ToDos in Trimble Connector
The ToDo list in Trimble Connector displays the ToDo notes added to the project. You can add ToDo notes and reply to notes of other project members. The ToDo notes are shared to all project members by default, but you can select a user or a user group to whom you want to assign the ToDo with a due date when it needs to be resolved.
Open and view the ToDo list
You need to have a project linked to the current model to open to view or create ToDo notes.
- On the Trimble Connect ribbon tab, click ToDos.
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In the Trimble
Connect - ToDos dialog box, do any of the following:
- To sort the ToDo list according to different
criteria, click one of the available columns.
You can sort ToDo notes by Author, Assignee, Due date, Status, or Priority.
- To search for specific ToDo notes, start typing a search word in the
Search... field.
Trimble Connector shows the ToDo notes that match you search.
- To group ToDo notes, select the grouping option in the
Group by list.
The options are Author, Status, Priority, Type, Tag, Creation date, and Last modified date
- To sort the ToDo list according to different
criteria, click one of the available columns.
- To close the ToDo list, click the Close button.
Create ToDo notes
The saved ToDo note is immediately synchronized to Trimble Connect. After the ToDo note has been uploaded to Trimble Connect, it receives a unique name consisting of the abbreviated project name and a running number.
In Trimble Connect, you can see the ToDo note on the ToDo and Activity tabs.
View and modify ToDo notes
You can close the ToDo property pane by clicking the Close button.
Add comments to ToDo notes
Any user in the project can comment on any ToDo.
- In the Trimble Connect - ToDos dialog box, double-click the ToDo note that you want to comment.
- Scroll down until you see the Comments box.
- Type any comments about the ToDo note.
-
If necessary, add an attachment by clicking and do one or both of the
following:
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Click and to browse for a file on your computer and add the file to the selected folder. Then, click OK.
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Click to browse for a file on your computer and click Add from my computer. Then, attach the file to the current ToDo note and click OK.
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- To save your comment, click Add comment.
Project administrators and ToDo creators can also delete comments by clicking Delete next to the Comments box.
You can close the ToDo property pane by clicking the Close button.
Create markups for ToDo notes
You can create ToDo markups in Trimble Connector and show the markups both in Tekla Structures and in Trimble Connect.
Assign ToDo notes
Once a project has been shared, ToDos can be assigned to other users. You can assign the ToDo only if you are the administrator of the project, or if you have created the ToDo. You can only assign ToDos created in Trimble Connector.
- Set the priority, type and the status of the ToDo, if needed.
- Click the Save button to save changes.
You can close the ToDo property pane by clicking the Close button.
Adjust the ToDo view settings
Synchronize ToDo notes
If another project member creates or comments on ToDo notes, the ToDos are automatically synchronized. Alternatively, you can upload ToDo changes manually: