Viewing To Do List Items in ConstructionSuite

As an integral part of the ConstructionNet CRM system, To Do List items can be associated with project or contacts, or stand on their own.

Below you'll find the multiple ways to access To Do List items. Any task such as adding, editing, or deleting items can be done from any of these locations.

View recent Overdue, Completed, and Upcoming To Do items

1. Open ConstructionSuite by clicking the desktop icon or by going to  Start > Programs > UDA Technologies > UDA ConstructionSuite 2007.

2. Click on ConstructionNet > Today > Summary.

NOTE: You can customize which To Do List items are shown on the Today Summary tab by clicking Tools > Options > Activities and To Do Options on the main ConstructionSuite interface.  

View To Do items related to a project

1. Open ConstructionSuite by clicking the desktop icon or by going to  Start > Programs > UDA Technologies > UDA ConstructionSuite 2007.

2. Click on ConstructionNet > Projects.

3. On the All Projects tab, double-click a project name to go to the Project Overview tab.

4. To Do items related to the selected project appear in the To Do List section.

View To Do items related to a contact

1. Open ConstructionSuite by clicking the desktop icon or by going to  Start > Programs > UDA Technologies > UDA ConstructionSuite 2007.

2. Click on ConstructionNet > Contacts.

3. On the All Contacts tab, double-click a contact name to go to the Contact Summary tab.

4. To Do items related to the selected contact appear in the To Do List section.

View To Do items that are overdue

1. Open ConstructionSuite by clicking the desktop icon or by going to  Start > Programs > UDA Technologies > UDA ConstructionSuite 2007.

2. Click on ConstructionNet > To Do List > Overdue.

3. To Do items that are past their due date and not marked as complete will appear on this tab.

View To Do items that are upcoming

1. Open ConstructionSuite by clicking the desktop icon or by going to  Start > Programs > UDA Technologies > UDA ConstructionSuite 2007.

2. Click on ConstructionNet > To Do List > Upcoming.

3. To Do items that have a due date set in the future will appear on this tab.

View To Do items that are incomplete

1. Open ConstructionSuite by clicking the desktop icon or by going to  Start > Programs > UDA Technologies > UDA ConstructionSuite 2007.

2. Click on ConstructionNet > To Do List > Overdue.

3. To Do items, both Overdue and Upcoming that have not been marked as complete will appear on this tab.

View To Do items that have been completed

1. Open ConstructionSuite by clicking the desktop icon or by going to  Start > Programs > UDA Technologies > UDA ConstructionSuite 2007.

2. Click on ConstructionNet > To Do List > Overdue.

3. To Do items that have been marked as completed will appear on this tab.

View all To Do items

1. Open ConstructionSuite by clicking the desktop icon or by going to  Start > Programs > UDA Technologies > UDA ConstructionSuite 2007.

2. Click on ConstructionNet > To Do List > Overdue.

3. All To Do items will appear on this tab.