View the To Do List Legend

View Information about To Do List Filters and Columns

View more detailed information and receive training on the To Do List by going to the  Hyphen Documents Website:

• Detailed review of new functionality - To Do List Overview

• Training on all To Do List functionality -  To Do List Training Video

Multi-Family Jobs use a similar page. Click here for information about the Multi-Family JME page.

On the To Do List, you can view tasks for a specific building, subdivision, job, supplier, task type. You can also add notes, take action on checklist items, mark any tasks with exceptions or document the percent complete for a task from the To Do List. The filters that are selected on the To Do List depends on how your User Profile is setup. The number of tasks and type of tasks that appear depend on the selections you make in the task filter area. Once your To Do List appears, you can take action on the tasks from this page. New multi-family jobs may be managed from a similar page. Click here to

A few things to remember on the To Do List:

• View the To Do List for any date - The default date is always today, but the Date filter allows the user to see the To Do List for any chosen date, known as the To Do List Date.

• Print the View Printable version - After the Show Tasks button is clicked, the View Printable link will appear. Click this link to generate a printable version of the To Do List.

• Show/Hide the filters - After the Show Tasks button is clicked, you can click the Hide Filters link under the Task Filters to hide the filters and open more viewing space. Click the Show Filters link to show the filters again.

• Receive error help - When a data error pops up on the page, the item in question is highlighted with red text, so you can quickly identify the source of the error. For example, if you try to complete a task before passing checklist items, an error is generated and the checklist items are highlighted with red text.

• Open Job Task page in new tab or window - Right-click on the Task Name link to open the Job Task page in a new tab or window.

Perform To Do List Actions

• Start, Complete, or Reschedule Tasks

• View or Update Task Information

• Choose TBD Vendor or View Supplier Detail

• View Alerts or Due Inspections

Start, Complete, Reschedule Tasks

• Start Task - To start a task, click the check box in the Start column. Tasks that are already started will have an "X" in the Start column, indicating that the task is already started. Click the Update button to update the page and start the selected task.

• Complete Task - Click the check box in the Comp column and click the Update button. Tasks that are complete will show the date the user completed the task in the Comp column.

• Complete with Exceptions - Click the check box in the Mark Excpt column, click the check box in the Comp column, and click the Update button. Click the checkmark and click the Update button to remove the exceptions.

• Change Task Duration - Change the task Start Date or End Date to change the duration.

• Skip Tasks - Click the Skip check box next to a task to skip that task. This check box appears based on the user role and task status.

• Reschedule Tasks - Enter the reschedule date in the Resched Date box.

• Identify Possible Reschedules - A red flag next to the Start Date indicates a possible task reschedule is needed, based on the parent task.

• Choose Dates from the Date Picker - All date fields use a date picker, so the user can quickly select dates. Click in a date field to pop up the date picker.

View, Update Task Information

• Enter Task Notes - Click the Expand icon to show the Notes text box. All notes entered here are saved as task notes, unless you click the Supplier check box, which will send the note to the supplier.

• View PO Status - The PO Status column displays the order status. Click the link to open the Order Detail.

• Enter Percent Complete - Enter a percent complete for the task in the % Comp column, and click the Update button without starting or completing the task. This column only appears if the Percent Complete module is turned on.

• View Job Actions Page - Click the Job Name link to open the Job Actions page.

• View Job Detail - Click the Detail next to the Job Name to open the Job Detail pop-up window.

• View Hard-Coded Dates - If the "!*" column between the End Date and Start Date has an "!” in it, that means the date has been hard coded. This column can display both "!” and "*” in it.

• Identify Critical Path Tasks - If the !* column between the End Date and Start Date has an "*” in it, that means the task is a critical path task. This column can display both "!” and "*” in it.

• Pass/Fail Checklist Items - Checklist items appear under the task. Click the button next to Passed or Failed for each checklist item, and click the Update button.

• Choose Schedule Change Reason - No change to the Schedule Change Reason drop down box. This appears at the bottom of the page and still allows users to select a schedule change reason and apply to updates.

• Enter MPO Quantities - When the check box in the Comp column is checked for an MPO task, the MPO pop up window will appear to allow the user to enter the received quantities.

• Identify Late Tasks - Tasks that are late, based on the To Do List Date, will have (Late) after the task name.

Choose TBD, View Supplier Detail

• Choose TBD Supplier - Click a bold Supplier Name link to turn that field into a supplier drop-down list. Click on a non-bold Supplier Name to open the Supplier Detail pop-up window.

• View Supplier Detail - Click on a non-bold Supplier Name link to open the Supplier Detail pop-up window. Click on a bold Supplier Name to change the supplier.

• Identify SupplyPro Suppliers - Suppliers with a "Y” in the SPro column are on SupplyPro. Suppliers with an "N” are not.

• Send Notes to Supplier - Click the check box next to Notes to send to the notes to the supplier. All notes entered here are saved as task notes, unless you click the Supplier check box, which will send the note to the supplier. For SupplyPro suppliers, you can send a note any time after the task is started. For non-SupplyPro suppliers, you can send a note only when you perform an action, like starting, completing, or rescheduling the task.

• Choose Schedule Change Supplier - No change to the Schedule Change Supplier functionality. This drop down box appears only when the module is on.

• Call Vendor Indicator - For suppliers that are marked as a Call Vendor, (Call) will appear after the supplier’s name in the Supplier Name column.

Manage Alerts, Due Inspections

• Manage Alerts - Alerts will appear under the task row for tasks that have alerts. The alert label is in red bold text to draw attention to the user. Alerts may be viewed or managed by clicking the hyperlink next to the alert label. The alert details will use the same pop up page as the current Alerts page, allowing the user to clear or take action on the alert. If the alert is cleared, the hyperlink will be removed and a message placed next to the alert showing the user that alert has been cleared.

• View Due Inspections - Users using the Milestone Inspection or Final Inspection tools can view Due Inspections on the To Do List by choosing Due Inspections from the Task Filter. All tasks with a Due Inspection will display a pencil next to the task name. This filter option only appears if either the Inspections - Milestone module or Inspections - Final module is turned on and the user has the correct Inspections role.