Can I attach files to a ToDo?
Of course, you can attach up to two files/screenshot simply dragging them on the ToDo line.
Should I use phases or ToDo?
Good point! We suggest to use ToDo if you think the problem/phase requires “hours” to be closed. Use phases if you think you need “days”. Do not use projects or phases for micro-management; ToDo are much more flexible. A complex ToDo can be anytime transformed to a project or phases.
Are ToDo status customizable?
Yes, an “administrator” or “area manager” has permissions to create new statuses: from menu, Tools –> Lookups –> ToDo statuses
Who can create ToDo on a project?
Every user with “ToDo can create” permission. Usually this permission is given to project managers and workers to a project. See below for detail on security:
https://twproject.com/support/using-twproject/security/
How are ToDo sorted?
ToDo are always ordered by gravity. Inside the same gravity, you can sort them manually by drag & drop.
Can I highlight words in the ToDo title or description?
Yes, it’s very simple!
To make a word or phrase bold, just add two asterisks before and after the text you want to highlight.
Example: **note well** → note well
Are ToDo events notified?
Yes; creation, status changes, overdue events are generated for ToDo and sent to the subscribed users (by default the assignee). See below for details on subscriptions:
https://twproject.com/support/using-twproject/projects-and-tasks/notifications-subscriptions/
How can I refine ToDo search?
There are many ready-to-use filters, but you can refine them by clicking on “refine search” link. You can filter for many ToDo and project properties such as status, description, assignee, severity, dates, tags and so on. You can always save you preferred filters.
https://twproject.com/support/search-filter-close-order/
Can I assign ToDo to a department?
Yes, You can assign a todo to a department so that it can be seen and performed by any of its members.
Can I add comments on ToDo?
Every ToDo has its own log. Comments are added to it. You can add comment from the ToDo editor.
Can I add mensions on ToDo?
You can do this in the comments by typing the @ symbol and starting to type the name of the person you want to address. Select them from the list that appears using your mouse, and repeat this step for everyone you want to mention.nnNaturally, as you type, the search results will become increasingly refined.nnSave or send your message, and you’re all set!nnIf you use mentions frequently, consider adding a widget to your dashboard specifically designed to help you keep track of them easily.
Can I record work on ToDo?
You can record work done on ToDo only if you are assigned to that ToDo. You can record time by clicking on the “watch” icon. When you set the status to “closed” the input is automatically shown.
How can I export ToDo in Excel?
From the ToDo list, just click on “export” icon at the top-right of the page. You can customize the information exported.
Can I organize my ToDo weekly?
Yes, in Twproject you can organize your ToDos on a weekly basis using two methods.
1. From the ToDo menu: select Plan, then choose the ToDos you want to schedule and assign them to resources, organizing them according to the desired due date.
2. From the Weekly Agenda: enable the Show planned activities option from the Options menu (gear icon). You can then drag ToDos into the Agenda to assign them a day, time slot, and duration, or move them and adjust their duration as needed.
You can also create new personal ToDos directly from the Agenda and add Work Plans to reserve time for project activities.
This allows you to choose the method that best suits your needs: schedule ToDos from the dedicated menu or organize your week in detail directly in the Agenda.
For more details, see the dedicated My Weekly Workspace.
Can I use ToDo with Kanban?
Yes. Filtered ToDo can be organized using the Kanban page. Twproject Kanban works with multiple dimensions: gravity, status, assignee, project/sprint. See below for details.
https://twproject.com/support/using-twproject/issues/kanban-organize-projects-to-do/
Is there an ToDo history log?
Every ToDo maintains its own history. Open the extended editor to see the log detail.
Can I add ToDo by e-mail?
Yes. Twproject can perform many actions by sending e-mail to it. See below for details.
https://twproject.com/support/twproject-advanced-usage/connections/manage-by-e-mail/
How one of my customers can add a ToDo/bug?
Two ways:
Can I perform bulk operations on ToDos?
Just filter candidate ToDo than select the ones you want. A box with available operations will be shown. See below for details. https://twproject.com/support/using-twproject/issues/issues-bulk-management-fast-and-furious-titolo-da-rivedere/
Can I organize my schedule on a weekly basis?
ToDo’s can be scheduled in time thanks to the planner function in ToDo’s menu.
Once ToDo are selected you can move them in an “agenda” style view setting the due date.
Can I view the ToDos in the Gantt chart?
Yes. We have introduced a new view to simplify meetings and allow you to work on ToDos directly from the Gantt chart. Check out this dedicated video.
Read the details here: https://twproject.com/support/using-twproject/issues/
When an event occurs, a small number will appear next to it. By clicking on the icon, you can open and read the new notifications. Scrolling through all of them will reset the counter.