4.5 Tracking To Dos

Track To Dos (or assignments) associated with features and milestones.

To Dos are work assignments associated with features but not directly related to software functionality. You can assign ToDos to developers and organize them by status, release, assignee, or application.

• Viewing To Dos
  
• Creating a To Do
  
• Updating a To Do
  
• Managing Files Attached to a To Do
  
• Viewing Other To Do Reports
  

4.5.1 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.

3. Click the Report tab.

   The To Dos Report page appears.

4. Customize the report as you would any other interactive grid.
5. To create a new To Do, click Create To Do in the upper right corner.

See Also:

"Using Interactive Grids" in Oracle Application Express End User’s Guide and "Updating a To Do"

4.5.2 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 (*).

   To learn more about an attribute, see field-level Help.

5. 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.

6. Click Create To Do.

4.5.3 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 Report tab.

   The To Dos Report page appears.

4. Customize the report as you would any other interactive grid.
5. Select a To Do.
6. Edit the appropriate fields.
7. Click Apply Changes.

See Also:

"Using Interactive Grids" in Oracle Application Express End User’s Guide

4.5.4 Managing Files Attached to a To Do

If enabled at the workspace-level, you can attach files to a To Do.

• Attaching a File to a To Do
  
• Viewing, Editing, and Removing Attached Files
  

See Also:

"Downloading File Attachments" and "Enabling Support for File Upload in Team Development" in Oracle Application Express Administration Guide.

4.5.4.1 Attaching a File to a To Do

To use this feature, you must set the Enable File Repository attribute to Yes in Administration, Manage Service, Set Workspace Preferences.

To attach a file to a To Do:

1. Navigate to the 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 Report tab.
   4. Select 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.

4.5.4.2 Viewing, Editing, and Removing Attached Files

To manage attached files:

1. Navigate to the 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 Report tab.
   4. Select a To Do.
2. Under Files, click View and Manage Files.
   The Files page appears.
3. To download the file, click the name.
4. To edit the file description:
   1. Click the Edit icon.
   2. Update the description and click Apply Changes.
5. To delete an attached file:
   1. Click the Edit icon.
   2. Click Delete. When prompted, confirm your selection.

4.5.5 Viewing Other To Do Reports

Click the tabs at the top of the To Dos page to view other reports including Calendar and Progress Log.

• Viewing the To Dos Calendar
  
• Viewing the To Do Progress Log
  

4.5.5.1 Viewing the To Dos Calendar

To view the To Dos Calendar:

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 Calendar tab.

   The To Dos page displays features by due date or date completed in a calendar format.

   The To Dos Calendar appears.
4. Controls at the top of the page include:
   • Release - To select a new release, make a selection from the Release list and click Set.
   • Reset - Resets the Calendar to the default view.
   • Create To Do - Displays the To Do page enabling you to create a new feature.
   • Previous/Next - View to the previous month or the next month.
   • Month - View the calendar by month.
   • List - View the calendar entries in a list format by day.
5. To edit a To Do, select it. When the To Do appears, edit the appropriate fields and click Apply Changes.
6. To edit a To Do, select it. When the To Do appears, click Delete.

4.5.5.2 Viewing the To Do Progress Log

To view the To Do Calendar:

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 Progress Log tab.

   The Progress Log page displays an interactive report of progress log entries. To customize the report, use the Search bar at the top of the page.

4. To edit an entry, click the Progress Entry name.

See Also:

"Customizing Interactive Reports in a Running Application"