Creating, Editing, and Deleting To Do Items

To Do List items can be created, edited, and deleted from any of the To Do List sections in ConstructionSuite. These sections can be found on the ConstructionNet Today Summary tab, the Project Overview tab, and the Contact Summary tab.

Create a new To Do List item

  1. Open ConstructionSuite by clicking the desktop icon or by going to  Start > Programs > UDA Technologies > UDA ConstructionSuite.

  2. Click the [add to do] link in any of the To Do List sections on either the Today Summary, Project Overview, or Contact Summary tab, or click the [add to do] button on any of the To Do List tabs such as Overdue, Upcoming, Incomplete, Complete, or All. The New To Do form will open.

  3. Enter To Do information.

Subject: Type a Subject for your To Do. The text entered in this field will appear in your To Do list on the interface.

Details: Type any notes for your To Do.

Due Date: Select a due date from the calendar. If a To Do item is not 100% complete and is past its due date, it will be shown in red on the interface.

Related Contacts: Selected a contact for the To Do.

Related Projects: Select a project for the To Do.  

% Complete: Enter a percentage complete, if desired.

  1. Click OK to save your information and close the New To Do window.

Edit a To Do List item

  1. Open ConstructionSuite by clicking the desktop icon or by going to  Start > Programs > UDA Technologies > UDA ConstructionSuite.

  2. Locate the To Do item you wish to edit. To Do items can be located on the To Do List, Today Summary, Project Overview, or Contact Summary tabs.

  3. Right-click on the To Do item and select Edit. The Edit To Do form will open.

  4. Make the desired changes and click OK to close the form.

Delete a To Do List item

  1. Open ConstructionSuite by clicking the desktop icon or by going to  Start > Programs > UDA Technologies > UDA ConstructionSuite.

  2. Locate the To Do item you wish to edit. To Do items can be located on the To Do List, Today Summary, Project Overview, or Contact Summary tabs.

  3. Right-click on the To Do item and select Delete.

  4. Click Yes to confirm the deletion. The To Do item will be removed from the database.