Tasks: Difference between revisions

From Planfix
Jump to: navigation, search
No edit summary
No edit summary
 
(113 intermediate revisions by 5 users not shown)
Line 1: Line 1:
A task is the basic information unit in Planfix. In [https://planfix.com/ideology/ our ideology], this one performs many roles - this is the event, and the discussion, and any other entity that your business needs. The task necessarily has an author and a name, the other of its requisites are optional. We are working on giving you the opportunity to customize the look and content of tasks in your Planfix.
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.
 
Typically, the task is created within a project. However, this is not a prerequisite - it is entirely reasonable that the system has tasks without a project. Even after creating it, any task can be placed in any of the available projects or transferred 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.




== General information ==
== General information ==
* [[Import tasks]]
*[[Importing tasks]]
* [[Task card]]
*[[Task cards]]
* [[How to create a new task?]]
*[[How to create a new task?]]
* [[Task creation / editing form]]
*[[Task number]]
* [[Task number]]
*[[Task statuses]]
* [[Task statuses]]
*[[Custom task statuses]]
* [[Custom (configurable) task statuses]]
*[[Checklists]]
* [[Check list]]
*[[Subtasks]]
* [[Subtasks]]
*[[Parent tasks]]
* [[A separate task for each assignee]]
*[[Individual tasks for each assignee]]
* [[Task templates]]
*[[Task templates]]
* [[Templates of automatic tasks for new employees]]
*[[Templates for automatic tasks for new employees]]
* [[Task filters]]
*[[Task filters]]
* [[Gantt chart | Gantt diagram and relations between tasks]]
*[[Gantt charts and connections between tasks]]
* [[Customizing the task view | Customizing the appearance of the task when creating / editing]]
*[[Displaying custom fields when viewing a task]]
* [[Displaying custom fields while viewing the task | Setting the appearance of task while viewing]]
*[[Custom task fields]]
* [[Custom (configurable) task fields]]
*[[Sequential tasks]]
* [[Sequential tasks]]
*[[Overdue task]]
* [[Variables in task templates]]
*[[Tasks without mandatory result checking]]
 
*[[Summary task | Summary tasks]]
*[[Variables in task templates]]
*[[Task merging]]
*[[General chat]]
*[[Dynamic blocks]]


==Roles and access to task ==
==Roles and access to task ==
*[[Task roles]]
*[[Task assigner]]
*[[Task assignees]]
*[[Task participants]]
*[[Task auditor]]
*[[Counterparty]]
*[[Permissions in Planfix]]
*[[Table with permissions for access to tasks, by role]]
*[[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]]
* [[Mass actions on tasks]]
*[[What kind of limit is there on task nesting?]]
* [[Tasks without mandatory result checking]]
*[[Can I move subtasks between tasks?]]
* [[Summary task]]
*[[What does a task's color mean?]]
* [[How to add a comment to the task?]]
*[[How quickly can I find the task I need?]]
* [[How do I attach a file to the task?]]
*[[How to restore a deleted task?]]
* [[What is the constraint on nesting tasks?]]
*[[How to create a recurring task?]]
* [[Can I move subtasks between tasks?]]
*[[How to prioritize tasks?]]
* [[What does color of the task mean?]]
*[[How to view task work history?]]
* [[How can I quickly find the right task?]]
*[[Why am I not receiving notifications about a task?]]
* [[How can I filter out the necessary tasks?]]
*[[Assigning tasks by email | How do I assign a task by email?]]
* [[Where did the task list disappear?]]
*[[How to add an external message to a task? | Task email addresses]]
* [[How to restore a deleted task?]]
*[[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?]]
* [[How to make a recurring task?]]
*[[How do I delete myself from a task's assignees?]]
* [[How to prioritize tasks?]]
*[[Determining a task's assignee with competitive assignment]]
* [[How can I see the history of work on the task?]]
*[[Manual task sorting]]
* [[Why I do not receive notifications for the task?]]
*[[Recently viewed objects|Quick access to recently viewed tasks]]
* [[How to keep track of work time for the task?]]
* [[How to add a new variable, field, requisite to the task?]]
* [[Assigning tasks by email]]
* [[How to add an external message to a task? | E-mail address of the task]]
* [[How do you assign a task to a user from a different Planfix account?]]
* [[How to remove yourself from the task assignees?]]
* [[Defining the task assignee in a competitive mode]]
* [[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

Roles and access to task

Useful links

Go To

Retrieved from "http://planfix.com/help/index.php?title=Tasks&oldid=20080"