• Tasks Properties

    By Hugo Monteiro Alves 1 decade ago

    When creating a to-do for a project, i cant find a way to input the to-do status neither the issue or any other to-do related property which we can set in the system manager. More precisely:



    To-Do Action Taken

    To-Do IssueCheckList

    To-Do IssueType

    To-Do Opp Type

    To-Do Status



    Instead, i'm able to select the "Disposition", whom properties belong to "ProjectDisposition".



    Any clue why's the Teamwork behaving like this when creating a to-do?

    • Same problem

      By Paulo PA Amaral 1 decade ago

      I have the same problem, and i'm unable to find an solution. It would be great if that work, with task % Complete bar, and all the other stuff. But even so, great app.

    • Change the "Categories" first...

      By Joe Wichowski 1 decade ago

      The "Categories" field has two values: Issue or Opportunity. Selecting either (or both) will show you the section you are looking for…



      /joew

      • Not solved

        By Paulo PA Amaral 1 decade ago

        When creating a new Task/Issue, i can't select any categories, it goes straight to the Cliente/Project Association, and the it goes to the Task Creation. Exactly the same i used to have, but with the extra followin fields only:



        TeamWork Library:

        Team; Confidential, Do Not Publish, Private Only



        Account/ Project:

        Contact:



        Disposition.



        Yours,



        Paulo Amaral

        • Sorry, but I don't think you understand...

          By Joe Wichowski 1 decade ago

          Here is a picture. It shows the "category" field that is built-in to the To Do form. We use it to identify if it is an issue or an opportunity. If either, it shows the appropriate subform.



          You can also look at the hide-when to identify your issue. But probably it is related to this picture:



          http://quickplace.ebiztech.com/todo.gif

          • By Hugo Monteiro Alves 1 decade ago

            Thanks for the screenshot, and that's my issue exactly! I place Oportunity or Issue in category as I can see on that image, but still no other options show up.



            http://www.elite-x.net/issue.jpg



            I've also noticed the image next to TeamWork Library is blue while our's different. Maybe we're working with diferent versions?



            Best regards.

            • By Hugo Monteiro Alves 1 decade ago

              Another thing regarding this same issue…



              As i can see on your screenshot, the disposition combo is reading form the ProjectDisposition keyword. Is this right? If so, where's the "To-Do Status" supposed to show up? All these "To-Do…" keywords which we can configure on the back end make sense to me, i just cant find where to submit their input regarding a To-do!

              • answers:

                By Joe Wichowski 1 decade ago

                1) Yes, the disposition is the same keyword for projects and tasks.



                2) The To Do "action taken"", "customers" and "status" fields were customizations for a customer, and accidentially went into the CE version. Please disregard those keywords.