How to create a new task?: Difference between revisions

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Latest revision as of 14:45, 28 February 2024

There are many ways to add a new task in Planfix. The most popular methods are:


The easiest way

Clicking the plus sign icon next to the Planfix! section header in the main Planfix menu. This method is convenient because it's always available — the main menu is always at the top of the screen.


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The fastest way

Using the quick-create window, which is located at the top of the "Summary data" Planner task filter. You can easily assign a task to yourself here by entering a task name in the empty space below the desired day:


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Please note

Task names can be a maximum of 250 characters.


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