The Document Type tabs are dynamic and vary according to the documents retrieved from SmartPlant Foundation. For example, if the To Do List contains just P&ID documents only the P&ID Document Type tab is displayed. If the To Do List contains both P&ID documents and Control System Configurations then two tabs are displayed, and so forth. Each tab displays the relevant data and tasks for that specific document type.
From the Document Type tabs, you can run, defer, or delete tasks, or specify tasks that you want the software to ignore in future retrievals. Additionally, you can view properties for each task in the Properties window and, if required, specify that certain task properties are ignored when the task is retrieved. You can also add task properties as columns to a Document Type view (Flat view only), group columns, and filter the data.
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You can drag and drop columns in the Document Type view to change the order of the display layout.
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Any changes you make to the display layout, position of columns, and so forth, are saved automatically by the software. Only when you retrieve documents where one of the properties or object columns of your layout is no longer retrieved, is the default view restored.
The information that is available is specific to the type of task that is selected: Create tasks and Update tasks for instance, but certain information is provided for all task types. The available task types are:
Create
Creates a new item in the plant
Update
Updates the selected properties of the specified item
Overwrite
Updates the UID of an item that has been published from different sources that are identical.
Delete
Deletes the specified item from the plant
Marked for Deletion
Items that need to be checked before they are deleted. (Only available if the Marked for Deletion preference has been activated.)
Each task in the To Do List has a status. Initially the status is New, successfully running the task, changes the status to Completed 
. If you attempt to run a task, but the process is not completed successfully, the
status is changed to Failed 
. The Failed status occurs, for example, if you attempt to run an Update task assigned to an object
that is no longer in Smart Instrumentation. You can also postpone running a task and change its status to Deferred 
or Ignored 
.
The Document Type tab can be viewed in one of three ways, these are:
Flat View 
Shows all related tasks in one row. For example, Instrument > Loop Number.
Tree View 
A hierarchical display of the tasks.
Task View 
Each row displays one task.
Completed, Defer, Ignore and Delete tasks are not displayed in the Document Type tabs. Select the Inactive Tasks tab to view these tasks.
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In an integrated environment, after retrieving DCS vendor data, under certain circumstances the software can create two identical CS tags. This occurs when you have selected the Create CS Tags Automatically check box in the Instrument Profile. After retrieving the DCS vendor data, in the To Do List you will see the Create tasks for the CS tag and the instrument. Running these tasks creates the CS Tag and the instrument but because the Instrument Profile has the Create CS Tags Automatically check box selected, an identical CS tag is also created and is visible in the Domain Explorer. To stop this from happening you must clear the Create CS Tags Automatically check box before running the Create tasks.
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When an Update task is created in the To Do list, the application merges the old and new tasks, for the same item, into one Update task. If the old task had the status Deferred, then the new task is also status Deferred.
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By selecting the To Do List column headings, you sort the list by the values in that column. You can change the order in which these columns appear by selecting a column heading and dragging it to the left or right to the required position.
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Marked for deletion is only available after you have chosen to activate it from the Preferences. For more information, see Activate Marked for Deletion in the To Do List.