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Oracle® Application Express Application Builder User's Guide
Release 4.2

E35125-05
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4.4 Tracking To Dos

To dos are action items that can be assigned, prioritized, tagged, and tracked. To dos can also have related parent tasks. To dos may or may not be associated with a feature or milestone.

Topics:

4.4.1 Viewing To Dos

To view To Dos:

  1. On the Workspace home page, click the Team Development icon.

  2. Click the To Dos icon.

    The To Dos Dashboard appears. The To Dos Dashboard displays an overview of To Dos within the workspace. You can filter by release, assignee, or application. See "About the To Do Dashboard".

  3. Click the To Dos tab.

    The To Dos page appears.

4.4.1.1 About the To Dos Page

The To Dos page displays details about each task. To view your personal To Dos, click the My To Dos button at the top of the page. You can customize the appearance of page, using the Search bar at the top of the page. Available controls on the Search bar include:

  • Search - Resembles a magnifying glass. Click this icon to narrow your search to specific columns. To search all columns, select All Columns.

  • Text area - Enter case insensitive search criteria (wildcard characters are implied) and then click Go.

  • Go button - Executes a search or applies a filter.

  • View Report - Displays each item as a line in a report. Use the Actions menu to customize this report.

  • View Detail - Displays detailed information about each item. To display less information, click Basic.

  • Actions menu - Use this menu to customize the report view. See "About the Actions Menu".

4.4.2 Creating a To Do

To create a To Do:

  1. On the Workspace home page, click the Team Development icon.

  2. Click the To Dos icon.

    The To Dos dashboard appears.

  3. Click Create To Do.

  4. Fill in the appropriate fields. Mandatory fields are marked with a red asterisk (*).

  5. To learn more about a specific field, see item Help. See "About Field-Level Help".

  6. To add new values to editable select lists, enter a value in the field with the title New. For example, to add name to the Assigned To list, enter a value in New Assignee.

    The value you enter is added.

  7. Click Create To Do.

4.4.3 Updating a To Do

To update a To Do:

  1. On the Workspace home page, click the Team Development icon.

  2. Click the To Dos icon.

    The To Dos Dashboard appears.

  3. Click the To Dos tab.

  4. How you edit a To Do depends upon the View selected in the Search bar. Options include:

    • View Detail - Click the To Do number.

    • View Report - Click the To Do number or click the Edit icon.

  5. Edit the appropriate fields.

  6. To add new values to editable select lists, enter a value in the field with the title New. For example, to add name to the Assigned To list, enter a value in New Assignee.

    The value you enter is added.

  7. Click Apply Changes.

4.4.4 About Attaching Files to a To Do

If enabled at the workspace-level, you can attach files to a To Do. To learn more, "Enabling Support for File Attachments in Team Development" in Oracle Application Express Administration Guide.

Topics:

4.4.4.1 Attaching a File to a To Do

To attach a file to a To Do:

  1. Navigate to the To Do page. See "Updating a To Do".

  2. From Actions, click Add File.

  3. On Add File:

    1. File - Locate the file to be uploaded.

    2. Description - Enter a description of the file.

    3. Click Add File.

    A new region, called Files, displays at the bottom of the page.

4.4.4.2 Viewing, Editing, and Removing Attached Files

To manage attached files:

  1. Navigate to the To Do page. See "Updating a To Do".

  2. Scroll down to Files.

  3. Click View and Manage Files.

    The Files page appears.

  4. To view a file, click the name.

  5. To edit the file description, click the Edit icon.

  6. To delete an attached file, click the Delete icon.

4.4.5 Viewing To Do Reports

Use To Do reports to view To Dos from different perspectives.

Topics:

4.4.5.1 About the To Do Dashboard

The To Dos Dashboard displays an overview of To Dos within the workspace. You can filter by release, assignee, or application. The page is divided into the following sections:

  • Developer Percent Complete

    To view To Dos associated with specific owner, click the assignee name.

  • Open To do's

To edit the dashboard:

  1. Edit the following fields at the top of the page and click Set.

    • Show

    • Release

    • Assignee

    • Application

  2. To reset the dashboard to the default display, click the Reset button.

4.4.5.2 About Calendar View

The Calendar page displays To Dos by due date or date completed in a calendar format. To filter the display by completion status or release, make a selection from the Show and Release select lists and click Set. Click the Previous and Next buttons to view other months. To view To Dos for the current day, click Today. To view a specific To Do, click the To Do name. To create a To Do, click Create To Do and following the online instructions.

4.4.5.3 About Progress Log

Displays a report of progress log entries. The progress log shows all the progress entries across all To Dos. To edit the log, click the Edit icon.

The Progress Log page displays as an interactive report. To customize the report, use the Search bar at the top of the page. To learn more, see "Customizing Interactive Reports".