Tasks: Difference between revisions
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Tasks are the fundamental units of Planfix. In our [https://planfix.com/philosophy/ 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 [[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. | |||
== General information == | == General information == | ||
*[[Importing tasks]] | |||
* [[ | *[[Task cards]] | ||
*[[How to create a new task?]] | |||
* [[Task | *[[Task number]] | ||
*[[Task statuses]] | |||
* [[How to create a new task?]] | *[[Custom task statuses]] | ||
*[[Checklists]] | |||
* [[Task | *[[Subtasks]] | ||
*[[Parent tasks]] | |||
* [[Task | *[[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 task | Summary tasks]] | ||
*[[Variables in task templates]] | |||
* [[Task templates]] | *[[Task merging]] | ||
*[[General chat]] | |||
* [[Templates | *[[Dynamic blocks]] | ||
* [[Task filters]] | |||
* [[Gantt | |||
* [[ | |||
* [[ | |||
* [[ | |||
* [[ | |||
* [[Variables in task templates]] | |||
==Roles and access to task == | ==Roles and access to task == | ||
*[[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 == | == 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?]] | |||
*[[Assigning tasks by email | How do I assign a task by email?]] | |||
* [[What is | *[[How to add an external message to a task? | Task email addresses]] | ||
*[[How do you assign a task to a user from a different Planfix account? | How do I assign a task to a user from a different Planfix account?]] | |||
* [[Can I move subtasks between tasks?]] | *[[How do I delete myself from a task's assignees?]] | ||
*[[Determining a task's assignee with competitive assignment]] | |||
* [[What does color | *[[Manual task sorting]] | ||
*[[Recently viewed objects|Quick access to recently viewed tasks]] | |||
* [[How can I | |||
* [[How to restore a deleted task?]] | |||
* [[How to | |||
* [[How to prioritize tasks?]] | |||
* [[How | |||
* [[Why I | |||
* [[How | |||
* [[How to add an external message to a task? | | |||
* [[How do you assign a task to a user from a different Planfix account?]] | |||
* [[How | |||
* [[ | |||
* [[Manual task sorting]] | |||
== 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