Review and Prepare for Your Design Task

Review information to prepare for your design task.

Apps in your workflow dashboard allow you to access and review existing objects, update your tasks in the project, and take notes as you complete your work.

  1. Select the Design tab.
  2. Review your task Design new component in Project Planning.
  3. Promote the Design new component task to In Progress.
    Updating your status on this task will send your team members a notification telling them that you have started your task.
  4. Drag the attachments Hand rail Sprocket and Elevator_Drive from the task to two of the 3DPlay widgets.

    You can view the part and assembly associated with the task.

  5. Add a new note in Web Notes titled Update Gear Design.
  6. Write a brief to-do list:
    1. In the first line of the note, write Edit predefined parameters in model.
    2. In the next line, write Validate design with simulation process.

    Web Notes allows you to write notes and reminders from within your workflow dashboard.

  7. Drag the attachment Hand rail Sprocket from your task Design new component in Project Planning to Collaborative Lifecycle.
    The object opens in Collaborative Lifecycle.
  8. In Collaborative Lifecycle, Lock the part from the Collaboration tab of the action bar.

    Locking the part allows you to be the only one who can make changes to the part. You will keep the part reserved while you make the design change