Project task display view: Difference between revisions

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If you so desire, a project's tasks can be displayed as a [[Task filters | filter]] or [[planner]]. There is a section in the settings in a [[project card]] where this can be configured. It's available when creating or editing a project, or in the [[Project details panel]]. Here's how the settings look when editing a [[project card]]:
If you so desire, a project's tasks can be displayed as a [[Task filters | filter]] or [[planner]]. There is a section in the settings in a [[project card]] where this can be configured. It's available when creating or editing a project, or in the [[Project details]] panel. Here's how the settings look when editing a [[project card]]:
   
   



Latest revision as of 19:18, 10 May 2020

If you so desire, a project's tasks can be displayed as a filter or planner. There is a section in the settings in a project card where this can be configured. It's available when creating or editing a project, or in the Project details panel. Here's how the settings look when editing a project card:


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  • Task list view defines whether a project's tasks will be displayed as a filter or as a planner.
  • Default task filter lets you choose a filter by which to view the project's tasks if Default task filter is selected for Task list view
  • Default planner lets you choose the planner where the project's tasks will be displayed if Default planner is selected for Task list view

There's a wide range of options when configuring how a project's tasks will be displayed. Once you have configured this section, when you click a project anywhere in the Planfix interface, the project's tasks will open in the filter or planner specified in this part of the settings.


Useful information

There's an analogous section in the settings for a project template. By setting the desired display type in this section, you will ensure continuity in the settings of all projects created using this template.


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