How do I link a Schedule Task to a To Do?

With SmartLink—ConstructionOnline's innovative technology engineered to further integrate all of the moving parts of construction project management—Company and/or Project To Dos can be linked to OnPlan™ Schedule Groups or Tasks through the "Linked Items" tab within a To Do or Schedule Task's Details.

To link items from a Schedule Task, follow the steps below.

1. Navigate to the desired Project via the Left Sidebar.
2. Select the Calendars & Schedules tab, then select the Scheduling category.
3. Locate the specific Schedule Task.
4. OPTION 1: Drag and Drop To Do
   1. Select the "Show Linked Items" button.
   2. Locate the specific To Do, then drag and drop it onto the specific Schedule Task.
5. OPTION 2: Edit Schedule Task Details
   1. Right-click on the Schedule Task, then select the "Edit Task" option.
   2. Then, select the "Linked Items" tab within the Task Details window.
   3. Click the green (+) Link To Do button. It will ask you if you want to link an existing To Do, or create a new To Do.
      1.  If you select "Add New To Do":
         1. Fill out the details for the new To Do, then select the blue "Save" button.
      2. If you select "Link Existing To Do":
         1. Locate the To Do you want to link the Task to, then click its link icon . 
         2. Continue selecting any additional To Dos you want to link to the Task, then select the blue "Save" button. 
   4. Click the secondary blue "Save" button to finalize your new changes.

Click here for more frequently asked questions (FAQs) regarding Scheduling.