Tasks: Difference between revisions
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Tasks are generally created within a [[Projects | project]]. However, this isn't mandatory: it's perfectly normal to have a task without a project. Tasks can be moved into any available project after they have been created, or they can be moved from one project to another. | Tasks are generally created within a [[Projects | project]]. However, this isn't mandatory: it's perfectly normal to have a task without a project. Tasks can be moved into any available project after they have been created, or they can be moved from one project to another. | ||
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*[[Importing tasks]] | *[[Importing tasks]] | ||
*[[Task cards]] | *[[Task cards]] | ||
*[[How | *[[How to create a new task?]] | ||
*[[Task number]] | *[[Task number]] | ||
*[[Task statuses]] | *[[Task statuses]] | ||
| Line 14: | Line 13: | ||
*[[Checklists]] | *[[Checklists]] | ||
*[[Subtasks]] | *[[Subtasks]] | ||
*[[Parent tasks]] | |||
*[[Individual tasks for each assignee]] | *[[Individual tasks for each assignee]] | ||
*[[Task templates]] | *[[Task templates]] | ||
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*[[Custom task fields]] | *[[Custom task fields]] | ||
*[[Sequential tasks]] | *[[Sequential tasks]] | ||
*[[Overdue task]] | |||
*[[Tasks without mandatory result checking]] | |||
*[[Summary task | Summary tasks]] | |||
*[[Variables in task templates]] | *[[Variables in task templates]] | ||
*[[Task merging]] | |||
*[[General chat]] | |||
*[[Dynamic blocks]] | |||
==Roles and access to task == | ==Roles and access to task == | ||
*[[Task assigner]] | |||
*[[Task assignees]] | *[[Task assignees]] | ||
*[[Task participants]] | *[[Task participants]] | ||
| Line 32: | Line 38: | ||
*[[Permissions in Planfix]] | *[[Permissions in Planfix]] | ||
*[[Table with permissions for access to tasks, by role]] | *[[Table with permissions for access to tasks, by role]] | ||
*[[How | *[[Request to get access to a task]] | ||
*[[How to restrict task access?]] | |||
*[[Who gets notifications about new tasks?]] | *[[Who gets notifications about new tasks?]] | ||
== Useful links == | == Useful links == | ||
*[[Bulk task actions]] | *[[Bulk task actions]] | ||
*[[What kind of limit is there on task nesting?]] | *[[What kind of limit is there on task nesting?]] | ||
*[[Can I move subtasks between tasks?]] | *[[Can I move subtasks between tasks?]] | ||
*[[What does a task's color mean?]] | *[[What does a task's color mean?]] | ||
*[[How quickly can I find the task I need?]] | *[[How quickly can I find the task I need?]] | ||
*[[How | *[[How to restore a deleted task?]] | ||
*[[How | *[[How to create a recurring task?]] | ||
*[[How | *[[How to prioritize tasks?]] | ||
*[[How | *[[How to view task work history?]] | ||
*[[Why am I not receiving notifications about a task?]] | *[[Why am I not receiving notifications about a task?]] | ||
*[[Assigning tasks by email | How do I assign a task by email?]] | *[[Assigning tasks by email | How do I assign a task by email?]] | ||
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*[[Determining a task's assignee with competitive assignment]] | *[[Determining a task's assignee with competitive assignment]] | ||
*[[Manual task sorting]] | *[[Manual task sorting]] | ||
*[[Recently viewed objects|Quick access to recently viewed tasks]] | |||
== Go To == | == Go To == | ||
*[[Feature Description]] | *[[Feature Description]] | ||
Latest revision as of 12:45, 25 March 2024
Tasks are the fundamental units of Planfix. In our Planfix's philosophy, tasks play several roles: they are Events, Meetings, Discussions, and any other entities that are essential to your business. Tasks must have a creator and a name; the remaining fields are optional.
Tasks are generally created within a project. However, this isn't mandatory: it's perfectly normal to have a task without a project. Tasks can be moved into any available project after they have been created, or they can be moved from one project to another.
General information
- Importing tasks
- Task cards
- How to create a new task?
- Task number
- Task statuses
- Custom task statuses
- Checklists
- Subtasks
- Parent tasks
- Individual tasks for each assignee
- Task templates
- Templates for automatic tasks for new employees
- Task filters
- Gantt charts and connections between tasks
- Displaying custom fields when viewing a task
- Custom task fields
- Sequential tasks
- Overdue task
- Tasks without mandatory result checking
- Summary tasks
- Variables in task templates
- Task merging
- General chat
- Dynamic blocks
Roles and access to task
- Task assigner
- Task assignees
- Task participants
- Task auditor
- Counterparty
- Permissions in Planfix
- Table with permissions for access to tasks, by role
- Request to get access to a task
- How to restrict task access?
- Who gets notifications about new tasks?
Useful links
- Bulk task actions
- What kind of limit is there on task nesting?
- Can I move subtasks between tasks?
- What does a task's color mean?
- How quickly can I find the task I need?
- How to restore a deleted task?
- How to create a recurring task?
- How to prioritize tasks?
- How to view task work history?
- Why am I not receiving notifications about a task?
- How do I assign a task by email?
- Task email addresses
- How do I assign a task to a user from a different Planfix account?
- How do I delete myself from a task's assignees?
- Determining a task's assignee with competitive assignment
- Manual task sorting
- Quick access to recently viewed tasks