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To-do list

The project to-do list lets you capture tasks, reminders, and follow-ups directly inside the project they relate to. Use it during long-running siting work to track open questions, pending data confirmations, and "come back to this" items without context-switching to an external tracker.

To-dos are purely for tracking — they have no effect on analysis or project data. Nothing recorded here changes a calculation or a feature's values; the list only helps users keep track of what still needs checking or managing.

Learning objectives

By the end of this lesson you should be able to:

  • Add and complete to-do items in a project
  • Link a to-do to a feature for context
  • Export the displayed list to a CSV file
  • Recognize when a to-do should be promoted to an external tracker

Where the to-do list lives​

Open the To-Do list from the label Popups menu (the leftmost map toolbar button) → To-Do's. It opens as a panel on the right side of the map with three columns — Item, Status, and Note — that you can sort or filter by any column. You can also start a to-do for a specific feature from that feature's dashboard (covered below).

Anyone who can open the project can read the list and export it, but adding, editing, and deleting to-dos takes the Project Edit Permission and an editor seat under the environment's license. Without them the panel is read-only — no add button, no Flag for To-Do on feature dashboards, and no save or delete on an expanded item.

Adding an item​

Click the add (+) button at the top of the panel and fill in the form:

  • Note — what needs attention
  • Corrective Action (optional) — what was, or will be, done about it
  • Status — Open, In Progress, Awaiting Information, or Resolved

Then click Save. (There is no due-date or priority field — keep that information in the Note if it matters.)

A useful to-do specifies enough that future-you can act on it without rereading the whole project. Compare:

  • Bad: "fix this"
  • Better: "verify Heavy Wall on Magazine 3"
  • Best: "verify Heavy Wall on Magazine 3 against site survey from 2026-04 — currently set to false in Most Likely default"

The third version still works after you've forgotten the context.

Linking to a feature​

To tie a to-do to a specific feature, open that feature's dashboard (click the feature on the map) and click the Flag for To-Do (flag) icon in the dashboard header. The New To-Do form opens with the Feature already filled in. A feature-linked item then shows the feature's name in the Item column of the list, instead of (general) — so it's easy to see which open questions belong to which feature.

Use feature-linked to-dos for:

  • Pending data confirmations ("verify NEW with operations team")
  • Known data placeholders ("Heavy Wall is a guess; confirm")
  • Follow-ups on diagnostic findings ("recheck after relationship-group restructure")

If a to-do's facility is not in the project — for example, the to-do arrived through a project merge that did not include its facility, or a copied or imported project's to-do pointed at a facility outside that project — the Item column still shows the facility name, marked with a broken-link icon instead of a link (the CSV export keeps the name too). For a merged to-do, adding the facility and re-running the merge restores the link.

Deleting a feature, or removing its layer, deletes that feature's to-dos in the project. To-dos in other projects are never deleted this way.

Filtering and completion​

To complete a to-do, set its Status to Resolved. Resolved items are hidden by default; check Show Resolved at the top of the panel to see them again. Sort or filter the list by the Item, Status, or Note column to focus on what's open.

Exporting the list​

To hand the list to someone outside the project — a status report, a punch list for a site visit — click the Export displayed items to CSV button (the download icon next to the add button). The download contains exactly what's on screen, following the current filter and sort, plus each item's Corrective Action and its created and completed timestamps. The button is disabled while the list is loading or empty.

When to promote out​

The project to-do list is for in-project context — items the project's working users will see and act on. Promote items to an external tracker (Linear, Jira, etc.) when:

  • The work crosses project boundaries
  • Multiple stakeholders outside the working users need visibility
  • The item has a deadline or commitment that needs scheduling
  • The item is part of a broader epic or workflow

The to-do list is for "remember to do this in this project" — not a substitute for project management.

Try it​

Add a few to-dos to a project:

  1. A standalone reminder ("review final deliverable list before submittal")
  2. A feature-linked reminder — open a feature, click the Flag for To-Do icon, and note "verify Heavy Wall against site survey"
  3. Set the first item's Status to In Progress, then Resolved, and confirm it disappears until you check Show Resolved
  4. Click the Export displayed items to CSV button and open the downloaded to-do-list.csv — confirm it lists only the displayed items, then check Show Resolved and export again to include the resolved one

Confirm the feature-linked item shows the feature's name in the Item column.