Setting up the summary builder
Looking for help creating summaries, specs and job processes with the summary builder? Check the article below:
Set-up
Tudodesk Back-office
Mac or PC
What's this for
How to add, edit and arrange your summary options.
What you need to know
You can set up summaries for each board.
You can set up individual summaries for the summary and info input fields.
Editing the summary options
You can edit your summaries in two-ways
Whilst in a document editing
From the board properties set-up screen
Whilst in a document editing.
Open a document.
Scroll down to the summary area.
Select the Options button below the summary input box or info box.
This opens the summary builder in the side panel.
Click the Edit button to open the summary editor view.
From the board properties settings screen
Go to the board.
Click the Show menu button.
Select Board set-up.
Click Properties in the top tab.
Locate either the Summary or Info box property.
Hover over the right side
Click the Edit cog button to open the summary editor view.
How to add an item to the builder
From the summary editor's view.
Click Add
Enter the option name.
Click OK.
Tip:
You can enter a comma-separated list to batch add items.
Editing, dragging, removing items
Hover over the item and click the edit button.
Hover over the item and click the remove button.
You can drag using the item handle to re-organize.
Sorting Alphabetically
Click the Sort button to sort Ascending or Descending order by name.
Saving the list
Click the Save button in the side pane.