Editing, Closing & Deleting ToDos
Update a ToDo’s Embedded View
Depending on the user permissions, the Update function will be enabled.
To update the embedded View
Open your project in Trimble Connect for Browser.
Navigate to the 3D Viewer.
For more information - please see Accessing the 3D Viewer.After you have loaded a model inside the Viewer, open the detail panel for a ToDo.
Adjust the model, add annotations or make the desired changes to the current document view.
Click the Update button on the View thumbnail.
The View will get updated.
Edit a ToDo
Depending on the user permissions, the Edit functions will be enabled.
To edit a ToDo
Open your project in Trimble Connect for Browser.
Navigate to the 3D Viewer.
For more information - please see Accessing the 3D Viewer.After you have loaded a model inside the Viewer, open the the ToDo tab.
Select the ToDo you want to edit.
The detail panel opens on the right side.Click the Edit button.
The ToDo detail panel switches to Editing Mode, where editing of all fields is enabled.
Make the desired changes.
Click Save.
Alternatively
To go straight into Edit Mode, you can click the overflow menu on the ToDo list item and then click Edit.
Assigning ToDos
You can only assign the ToDo if you are the administrator of the project, or if you have created the ToDo.
ToDos can be assigned to multiple users at once, and to user groups. As you type, the auto-complete dropdown will list all project members that match your text. If there is no assignee, the field is left empty, which is the default option.
Once a ToDo has been assigned to a user, they will have some edit functionality.
To assign a ToDo
Open your project in Trimble Connect for Browser.
Navigate to the 3D Viewer.
For more information - please see Accessing the 3D Viewer.After you have loaded a model inside the Viewer, open the the ToDo tab.
Select the ToDo you want to edit.
The detail panel opens on the right side.Click the Edit button.
Click the Assignee field.
You can also start typing the name of the user or user group to filter the user list.
Click Save.
Close a ToDo
When the work of a ToDo is complete, you can easily mark the item as closed from the ToDo detail panel. Once a ToDo has been closed it will be removed from the active list of ToDos and shown under the closed section in the ToDo Tab.
To close a ToDo
Open your project in Trimble Connect for Browser.
Navigate to the 3D Viewer.
For more information - please see Accessing the 3D Viewer.After you have loaded a model inside the Viewer, open the detail panel for a ToDo.
Click the Mark as closed button.
The ToDo will get listed under the closed section and the ToDo icons will be removed from 3D.
Delete a ToDo
Only the creator of a ToDo or the Project Administrator can delete ToDos.
CAUTION: Deleting ToDos from the project cannot be undone. Deleting the ToDo will delete it for everyone it was assigned to and all the data as well.
To delete a ToDo
Open your project in Trimble Connect for Browser.
Navigate to the 3D Viewer.
For more information - please see Accessing the 3D Viewer.After you have loaded a model inside the Viewer, open the the ToDo tab.
Select the ToDo you want to edit.
The detail panel opens on the right side.Click the Edit button.
Click the Delete button located in the top of the panel.
A confirmation dialog box will open.
Click Delete.
Alternatively
You can click the overflow menu on the ToDo list item and then click Delete.
Next Topic: ToDo Attachments