Hannah Smith to make the videos full screen, click on the video and select the full screen option at the top of the page i also add this into the embed code url to hide my loom id and the extra share options: after the last number of the url, add ?hide_owner=true&hide_share=true (edited) :heart: 2 Apr 4th, 2023 at 11:51 AM Hannah Smith
Managing To Do Lists
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      1. ConstructionOnline Knowledge Base
      2. To Do Lists
      3. Managing To Do Lists

      Edit a Subtask

      Easily & efficiently manage subtask details to ensure your team is always up to date

      BACKGROUND

      Engineered to add structure and detail to construction project management, ConstructionOnline's To Do Lists software offers construction pros efficient ways to create, organize, and manage detailed, online construction task lists. A property of To Dos, Subtasks provide construction companies a way to break out complex tasks or add additional details to the the structure of their To Do Lists. Because the scope of construction projects is ever-changing, ConstructionOnline provides seamless ways to modify the details of To Dos and their respective Subtasks.

      This article contains the following sections: 

      1. Step-by-step instructions
      2. Video walkthrough 
      3. Additional information

      STEPS TO EDIT A SUBTASK

      1. Navigate to the desired Project via the Left Sidebar.
      2. Select the Project Tracking tab to automatically open the To Do Lists category.
      3. Within the To Dos pane in the List View, locate the desired Subtask
      4. Right-click on the Subtask, and select the "View Details" option. 
      5. This will open the Subtasks tab within the To Do blade extension on the right side of your screen where you can edit the following information: 
        1. Subject - Manage the description or title of the task or item that needs to be completed  
          1. This field is required.
        2. Notes/Description - Provide any additional details or notes about the task 
          1. The Time Stamp button can be used to automatically log the Date, Time, and Author of any additions to the Notes/Description field
        3. Assigned Resource(s) - Manage the Company Contact(s) that are responsible for completing the task by beginning to type the desired name into the field
          1. Resources that populate here are pulled from your ConstructionOnline Company Contact List. New Contacts must be added through the Company Contacts page and cannot be added when creating a To Do. 
        4. Due Date - Set or manage the deadline for completing the task

          👋 Not seeing the field you wish to edit? Click the "Show More Options" button to expand more of the Subtask's fields.

        5. Related Resource(s) - Manage any additional Company Contact(s) you wish to be associated with the task by beginning to type the desired name into the field 
          1. Resources that populate here are pulled from your ConstructionOnline Company Contact List. New Contacts must be added through the Company Contacts page and cannot be added when creating a To Do. 
        6. Priority - Assign or re-assign one of the following Priority levels to the task
          1. None
          2. Low
          3. Medium
          4. High
        7. Trade - Select or manage the Trade attached to the task  
          1. This field can be customized. 
        8. Type - Specify the Type of task this Subtask is (i.e. a phone call, meeting, jobsite task, etc.)
          1. This field can be customized. 
        9. Category - Classify the task's Category (i.e. an administrative task, preconstruction task, closeout task, etc.)
          1. This field can be customized. 
        10. Stage - Indicate the status or stage in which the task stands
          1. This field can be customized. 
        11. Tags - Manage any relevant Tags attached to the task
        12. Traffic Light - Assign or re-assign one of the following colors to the Traffic Light indicator 
          1. None
          2. Green
          3. Yellow 
          4. Red
        13. Cost Code - Manage the Cost Code assigned to the task 
          1. Cost Codes must be assigned to the Project to populate here.
        14. Cost Impact - Indicate or adjust the dollar amount in which this task may effect the overall project cost 
          1. If this has yet to be determined, mark the checkbox next to ☑️ To Be Determined 
        15. Created By - This field cannot be edited. ConstructionOnline automatically populates this field to reflect the user who created the Subtask. 
        16. Percent Complete - Enter the percentage of work associated with the task that has been completed, if applicable 
        17. Completed Date - If this task has already been completed, enter the date of completion here. Otherwise, ConstructionOnline will automatically populate the Completed Date once the task is marked as such. The Completed Date can be edited at any time. 
      6. Any changes made will trigger a green "Save [#] Changed Subtasks" button, which you must click to ensure your Subtask is updated.
      7. Once you have finished making your updates and selected the green "Save [#] Changed Subtasks" button, finalize the edits made to the Subtasks by clicking the blue "Save" button to close out the blade extension. 

      VIDEO WALKTHROUGH 

      ADDITIONAL INFORMATION

      • Working with To Dos that are not assigned to a Project? All Company To Dos can be accessed from Company Overview > Project Tracking > To Do Lists.
      • The blade extension can also be accessed by double-clicking on the desired Subtask row in List or Group By Views.
      • Subtasks can be edited inline in List or Group By Views. Subtasks can also be edited directly on To Do cards in Board View; however, the availability of this depends on Card Density settings, and the fields available directly on To Do cards are limited. 
      • Permissions: ConstructionOnline Company Users must have "Can Create, Edit, & Delete" To Do Lists permissions to be able to edit Subtasks.
        • Additionally, any Company User added as an Assigned Resource to a To Do can make edits to its Subtasks, despite their To Do Lists permissions. 
      • ClientLink™/TeamLink™ Access: In addition to global ClientLink/TeamLink permissions for To Do Lists, ClientLink and TeamLink Users must also be added as an Assigned Resource in order to edit Subtasks. 
        • As an Assigned Resource, ClientLink and TeamLink Users have limitations as to the fields they are able to edit. Within the Subtasks tab, they can make edits to any data point with the exception of the following fields: Assigned Resource(s), Related Resource(s), Tags, Cost Code, and Created By. 

      HAVE MORE QUESTIONS?

      • Frequently asked questions (FAQ) regarding To Dos can be found in the FAQ: To Dos article. 
      • If you need additional assistance, chat with a Specialist by clicking the orange Chat icon located in the bottom left corner or visit the UDA support page for additional options.