The function To-Do List lets you monitor progress on a Web project. You can add, change or remove items from the list, set priorities, or assign to-do items to persons in charge. You can also change how the list is displayed.
You can enter a list of general to-do items, or define a list of items for a specific project.
In the View
menu, click on To-Do List.
The To-Do
List window is displayed as a tab in the work sheet zone.
Open the project for which you want to create a To-Do list.
Display the list of to-do
items.
The To-Do List
window is displayed.
Open the pop-up menu and
click on the option Project List.
The title bar gives the name of the project To-Do
file. The file has a .todo extension.
The To-Do List window is automatically hidden when you are working in the Edit Window. If you want it to remain visible, select the option Always on Top in the pop-up menu.
The To-Do List window displayed is docked in the Edit Window zone. The pop-up menu in the window lets you manipulate docking. The pop-up menu also includes other functions. Four columns illustrate the list information:
|
Action Item |
Specifics on the task to be done on the item in the Module column. |
|
! Item priority |
There are up to 100 priority levels, the highest priority being level 1. |
|
Module |
Name of object (HTML document, image file, CSS file, à) to be modified. This column indicates the relative address of the object in your folders. To add it to a To-Do, it must already exist. |
|
Owner |
Name of the person responsible for doing the task in question. |
|
Category |
Category you have defined for classifying this To-Do item. |
The To-Do List is displayed in a window that you can manipulate directly or by using pop-up menu commands. Any changes you make to how a list is displayed will apply to all displays generated during the same work session.
The Dock function on the pop-up menu lets you dock and undock the window.
Once the window is undocked, you can click and drag the window borders in order to change its size.
You can change how columns are sorted by clicking on the title of the column controlling the sort. An arrow indicates the sort order. Click on the column once again to invert the order. You can also use the list in the Sort command on the pop-up menu.
To-Do tips are displayed in a help balloon. If the text you entered to describe the item's action is too long, for example, the entire text will be displayed in the help balloon.
Open the To-Do List pop-up menu.
Enable the option Show Tooltips when Clipped.
To view tips, move your mouse to a To-Do. The help balloon will appear within about one second.
Adding a To-Do to the general To-Do List
You can enter characters in several of the dialog box fields. In some case, the entire text may not be visible in the To-Do List. In such a case, enable the option ToolTips to display a help balloon.
Display the To-Do list.
The title bar gives the name of the To-Do list. The To-Do file has
a .todo extension.
Make sure you are working on the right To-Do list. If necessary, open the pop-up menu in the window and select General List or Project List.
Open the pop-up menu in
the window and click on the option Add.
The dialog box Add To-Do Item
opens.
Specify the action to be taken in the Text zone. This information is displayed in the Action Item column of the To-Do List. You can enter as much information (text) as you like.
Specify the task's priority level in the field Priority. You can enter a number in the field, or use the up and down arrows. Priority levels from 1 to 100 can be selected , the highest priority being level 1.
Enter the name of the person responsible for doing the task in question in the field Owner. Once a name is entered, you can access it from the dropdown list when adding other To-Do items.
Enter a word that will help you classify the task in question in the field Category. Once a category is entered, you can access it from the dropdown list when adding other To-Do items.
Indicate the path of the object corresponding to the To-Do item in the field Module. You can use the Open button to browse on your workstation.
If necessary, check the box Done to indicate that this To-Do item has been completed.
Click on OK to return to the To-Do List.
Select the item you wish to modify.
Open the pop-up menu for
the item selected and click on the option Edit.
You can also double-click on the item to modify or press F2 (See list
of shortcut keys).The dialog
box Edit To-Do Item opens.
Modify the information as needed, referring to the procedure for Adding a To-Do item.
Adding a To-Do item to a project To-Do List
Open the project for which you want to create a To-Do List.
Display the list of To-Do items.
Open the pop-up menu and click on the option Project List.
The title bar gives the name of the project To-Do file. The file has a .todo extension.
Add items as indicated in the previous section.
Indicating when a To-Do item has been completed
Open the To-Do List window.
Check the box corresponding
to the completed To-Do item.
he text in the item line is automatically underlined. This indicates
that a task is completed.
You can also indicate that an item has been completed when you create or modify it. You can apply filters so that only current items are displayed in the To-Do window.
Filters for displaying information
If your General and Project lists contain many items, you may wish to limit the information displayed. You could, for example, only show those items that pertain to your specific tasks.
Display the list of applicable To-Do items.
Open the pop-up menu in the window and click on the option Filter.
In the list displayed, select the column to which the filter must apply.
The dialog box Filter To-Do List opens.
Check the information you want displayed in the list. The text you do not check will remain hidden.
Click on OK to return to the To-Do List.
The list has now been modified and only the requested information will be displayed.
You can apply several filter levels to specify display criteria more precisely.
Displaying current items
Open the To-Do List pop-up menu.
Disable the option Show Completed Items.
When this option is enabled, all items, both current and completed, are displayed.
You can copy of print the To-Do List in two formats:
Text: the list, in .txt format, is displayed as a table, with column names indicated.
HTML: the list, in .txt format, is displayed with the HTML tags used to create the table.
Copying or printing the To-Do List
Open the To-Do List pop-up menu.
Click on the desired command: Copy or Print.
Choose the format by clicking on the appropriate option.
If you select copy, the text will be sent to the Windows clipboard. Once in a document, you can recover it by clicking Paste, offered in all Windows applications (shortcut key CTRL+V).
If you select print, the printing job is automatically sent to your workstation's default printer.