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How to: Apply naming conventions for ToDo's and Views in Trimble Connect

Modified: 25 Mar 2026 Trimble Connect Viewpoint Field View
Not version-specific
Viewpoint Field View
Goal In Trimble Connect, list sorting primarily functions via the Title column. To keep your task list organized and perfectly sortable, you should apply a strict naming convention to your ToDo's and Views, inspired by ISO 19650 principles.
Steps for ToDo's (Issues):
  1. Open Trimble Connect and create a new ToDo.
  2. Label: Assign a unique, sequential identification code with leading zeros for correct numerical sorting. (Example: PROJ-01, PROJ-02)
  3. Title: Use a descriptive, context-independent name structured with hyphens (-) for perfect alphabetical sorting. Avoid special characters (like [ ] or *). Use the format: Location-Discipline-Short Subject. (Example: V01-MECH-Fix fire rating issue)
  4. Type: Select the appropriate BCF-type (e.g., Clash, Issue, or Request) directly from the dropdown menu, rather than typing it into the title.
  5. Description: Add the detailed action or instruction in the description field. 

 

 

Steps for Views:
  1. Create a new View.
  2. Keep the View name short and use standard abbreviations for phases (e.g., SD for Schematic Design) or roles (e.g., A for Architect). Ensure the name is under 255 characters to avoid system limits. (Example: V01-A-SD-Floorplan)
  3. Use the underlying Description field to provide extra context.
💡 General Best Practice: Always use a hyphen (-) to separate different fields or categories. If you need to separate words within a specific field, use a space or an underscore (_). Be consistent across the entire project!
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