{"id":13458,"date":"2026-08-04T09:07:22","date_gmt":"2026-08-04T07:07:22","guid":{"rendered":"https:\/\/planfix.com\/blog\/?p=13458"},"modified":"2026-09-26T05:11:35","modified_gmt":"2026-09-26T03:11:35","slug":"communication-in-planfix-how-to-move-discussions-from-chats-to-tasks","status":"publish","type":"post","link":"https:\/\/planfix.com\/blog\/video\/communication-in-planfix-how-to-move-discussions-from-chats-to-tasks\/","title":{"rendered":"Task-Based Communication: Move Chat Discussions into Tasks"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">Task-based communication means asking and answering work questions inside the task itself, so important decisions stop getting lost in long message threads. In Planfix you can <a href=\"https:\/\/planfix.com\/features\/task-chat\/\">chat directly inside tasks<\/a>, and the whole history stays with the work. This short video (1:29) shows how to move team discussions from chats to tasks without switching to a messenger app.<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"Communication in Planfix: how to move discussions from chats to tasks\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/kJhsAf1Ycfk?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">What you\u2019ll learn: the video chapter by chapter<\/h2>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Why a work question belongs in the task, not in a separate chat (0:00).<\/li>\n\n\n\n<li>How to get a quick reply: write a comment and select a colleague in the notification section (0:10).<\/li>\n\n\n\n<li>How to add colleagues to a task as participants, change the assignee or add several assignees (0:29).<\/li>\n\n\n\n<li>How to follow replies from dozens of tasks in one general Q&amp;A feed, the Chronicle (0:55).<\/li>\n<\/ol>\n\n\n\n<h2 class=\"wp-block-heading\">How to move team discussions from chat to tasks in Planfix, step by step<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">Step 1. Ask your question in a task comment<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Open the task and write your question in the comment field. Above the text, in the notification section (the <strong>Employees<\/strong> row), select the colleague who can help, then click <strong>Add<\/strong>. Everyone you selected is notified in their <strong>Chronicle<\/strong>.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Step 2. Get the answer in the same task<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Your colleague sees the message in the Chronicle right away and replies in the same task. To answer a specific comment, they can click <strong>Reply<\/strong>: Planfix quotes the original and adds the people from that comment to the notification list automatically.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Step 3. Add a colleague to the task as a participant<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">If you need someone\u2019s help regularly and they are not on the task yet, add them as a participant: they can then follow new comments and track progress in real time. A quick way is a mention: type <strong>@<\/strong> in the comment field and pick an employee, who becomes a participant when the comment is saved. Another video shows how to <a href=\"https:\/\/planfix.com\/blog\/video\/how-to-write-comments-in-a-task\/\">address comments to the right people and cut notification noise<\/a>.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Step 4. Change the assignee or add several assignees<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">To delegate the whole task, change the assignee in the <strong>Assignees<\/strong> field of the <strong>Details<\/strong> panel. When several people work on it together, add them all as assignees, so everyone sees the full context and knows what to do next. You can also do it from a comment: click the <strong>Add assignee or participant<\/strong> icon, choose <strong>Assignees<\/strong> or <strong>Participants<\/strong>, click <strong>Add<\/strong>, then post the comment (the message itself is optional). The added colleague gets a notification in the Chronicle.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Step 5. Follow replies in the Chronicle<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Even when you manage dozens of processes, keep asking questions inside the relevant tasks, so you don\u2019t have to keep switching between chats, calls and emails. Replies addressed to you land in <a href=\"https:\/\/planfix.com\/features\/chronicle\/\">the Chronicle, your feed of task notifications<\/a>; in the video, it sits in <strong>Summary Data<\/strong> with an <strong>Unread<\/strong> toggle.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Example from the video: a contract and a proposal<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">The video opens on the task \u201cFinalize the final version of the contract\u201d and then, in the Quick replies part (from 0:10), moves to a task called \u201cPut together a proposal\u201d with the status <strong>In progress<\/strong>. There, the author asks the team which implementation timelines they used on similar projects and selects the colleagues to notify. A teammate answers in the same task: usually two to three weeks, assuming no extra revisions, with an example file attached.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Back in the contract task, a mention asks a colleague to look at the payment clause. Later, a reply in a \u201cWebsite redesign\u201d project task appears in the Chronicle.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Who task-based communication is for<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Unlike standalone internal team communication software, <a href=\"https:\/\/planfix.com\/project-management\/\">project management software<\/a> with chat inside tasks keeps each question next to the work it is about. Task-based communication helps any team that depends on quick answers from colleagues:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Specialists who get stuck:<\/strong> ask for help in the task instead of re-explaining the context in a separate chat.<\/li>\n\n\n\n<li><strong>Managers of many processes:<\/strong> ask questions in dozens of tasks and read the replies addressed to them in one Chronicle feed.<\/li>\n\n\n\n<li><strong>Cross-department work:<\/strong> add colleagues from other departments as participants to follow the discussion.<\/li>\n\n\n\n<li><strong>Shared deliverables:<\/strong> when several people prepare a proposal or a contract together, add them all as assignees.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Task-based communication: FAQ<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">Can task discussions replace team chat?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">For work questions, yes: the video recommends handling them inside tasks, which keeps the context and makes teamwork easier. For conversations not tied to a specific task, new Planfix accounts include a <strong>General chat<\/strong> system task where all employees are participants.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">How do I turn a comment into a separate task?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Hover over a comment, click the <strong>Additional actions<\/strong> icon and choose <strong>Create task<\/strong> (the menu may look different depending on your comment feed view). The comment text becomes the new task\u2019s description, the people notified about the comment become participants, and the original task becomes the parent task.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">What is the difference between a task participant and an assignee?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Assignees do the work, and one task can have several of them. Participants have access to the task and can add comments, but they are not responsible for completing it, cannot change its status or end date, and the task does not appear in their Inbox.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Move your next work question into a task<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Next time you reach for a chat app, write the question as a task comment and notify the colleague who can answer. When more people join, set multiple assignees on one task or <a href=\"https:\/\/planfix.com\/help\/Task_participants\">add a colleague as a task participant<\/a>. New to Planfix? <a href=\"https:\/\/planfix.com\/signup\/\">Sign up<\/a> to try it.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">This video was featured in <a href=\"https:\/\/planfix.com\/blog\/news\/whats-new-in-planfix-july-2026\/\">What\u2019s New in Planfix: July 2026<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Task-based communication keeps decisions out of chat threads. See how Planfix lets you ask colleagues, add assignees and follow replies in the Chronicle.<\/p>\n","protected":false},"author":6,"featured_media":0,"comment_status":"open","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"_s2mail":"","footnotes":""},"categories":[498],"tags":[232,16,314],"class_list":["post-13458","post","type-post","status-publish","format-standard","hentry","category-video","tag-planfix-comments","tag-project-management","tag-tasks"],"acf":[],"aioseo_notices":[],"aioseo_head":"\n\t\t<!-- All in One SEO Pro 4.9.10 - aioseo.com -->\n\t<meta name=\"description\" content=\"Task-based communication keeps decisions out of chat threads. 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