Creating ToDos

To create a ToDo

  1. Open a document in Trimble Connect for Browser's 2D Viewer.

  2. When you have found an issue, open the ToDo panel.

  3. Click the Add ToDo button in the panel.

  4. The New ToDo panel opens.

  5. Enter the required information: Title and Description.

  6. Add the optional information, such as Priority, Type, Status and Due Date.

  7. Assign the ToDo to a user or to a user group.

  8. Click Save.

Next Topic: Opening ToDos in 2D