Customizing To Do List Interfaces
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      1. ConstructionOnline Knowledge Base
      2. To Do Lists
      3. Customizing To Do List Interfaces

      Edit Subject & Description Text Settings

      Choose how Subject & Description text is entered in the To Do column for List and Group By Views

      BACKGROUND

      ConstructionOnline's To Do Lists feature offers construction pros cutting-edge task management solutions that empower them to manage all construction tasks with accuracy, expediency, and effectiveness. Built on dynamic tables, both List and Group By Views offer users a comprehensive way to view, organize, and update construction tasks. Boasting familiar spreadsheet-style interfaces, users can create and edit tasks directly within the List and Group By tables, making quick and easy changes without the hassle of moving between editing screens. And, with efficient keyboard shortcuts, users can further enhance their navigation and content creation to meet their needs. One particular keyboard shortcut ConstructionOnline™ Users can customize is how Subject and Description text can be separated when text is entered in the To Do column. This customization option ensures ConstructionOnline adapts to the the unique workflow preferences of each user so that it can truly provide a tailored task management experience. 

      STEPS TO EDIT SUBJECT & DESCRIPTION TEXT SETTINGS 

      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. Click on the grey three-dot action menu  located in the top right corner of the To Dos pane and select the "To Do Settings" option from the dropdown menu.
        1. To Do Settings are available from all three To Do interfaces: List, Group By, and Board. 
      4. Within the Card Layout & Appearance Settings window, click on the Subject & Description Text tab. 



      5. Choose between the following two settings to determine the keyboard shortcut you would like to use to separate Subject & Description text when entered in the To Do column: 
        1. Enter a Hyphen to Separate Subject & Description Text 
        2. Press Alt-Hyphen (PC) or Option-Hyphen (Mac) to Separate Subject & Description Text
      6. Once you have chosen the desired setting, click the blue "Save" button to finalize the keyboard shortcut. 

       

      👋Helpful Hint

      In order to seamlessly differentiate between Subject and Description text when using the first Subject and Description Text setting option (i.e. "Enter a hyphen to Separate Subject & Description Text), a space must be placed before and after the hyphen is entered. So, for example, when entering Subject & Description text it should look like this "Schedule vendor for cleanup - Call George". Notice the space before and after the hyphen; this indicates to the system that you are using the hyphen as the keyboard shortcut and not a part of the To Do's text itself. 

      ADDITIONAL INFORMATION

      • To Dos can be created at the Company or Project level. More information on To Dos at the Company level can be found in this FAQ!
      • Any changes made to the Subject & Description Text settings are user-specific and do not affect the way other team members enter To Do data. 
      • To learn more about keyboard shortcuts available for dynamic tables in To Dos, visit the Managing To Dos via List View article. 
      • Permissions: ConstructionOnline Company Users with To Do Lists permissions set to "Can View" or "Can Create, Edit, & Delete" can access and adjust the Subject & Description Text Settings.
        • Additionally, any Company User added as an Assigned or Related Resource to a To Do can access and adjust Subject & Description Text Settings, 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 or Related Resource in order to access and manage Subject & Description Text Settings.
      • CO™ Mobile App: Subject & Description Text Settings are exclusively available for browser access to ConstructionOnline. 
        • Subject & Description Settings cannot be accessed via the CO Mobile App. 

      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.