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Actions

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Comments (actions) are a fundamental item for working in Planfix. All actions take place in tasks. All saved actions are attached to a task and can be viewed in the action feed (comment feed) of the task's card. Any number of actions can be added to a task.

The help section contains screenshots and examples of various interfaces, such as the chat or the old comment feed view.

Contents

  • 1 Basic operations
  • 2 Useful links
  • 3 Additionally
  • 4 Go To

Basic operations

  • Adding comments
  • Comment drafts
  • Editing comments
  • Deleting comments
  • Quoting comments
  • Creating tasks from comments
  • Adding comments to checklists
  • Moving comments to different tasks
  • Responding to comments
  • Sending postponed comments
  • Notifications in task comments
  • Search for a comment

Useful links

  • What do different comment colors mean?
  • How to comment on a task?
  • How to add information from a directory to a comment?
  • Hidden (private) comments
  • How to change a task's status?
  • How to link coworkers to a task?
  • How to attach files to a task?
  • How to change a task's completion date?
  • How to indicate time spent on a task (time tracking)?
  • How to set a reminder about a task for a certain time?
  • Can I add several items to a single comment?
  • How to view a list of an employee's actions?
  • How to view a list of my actions?
  • How to add comments by email?
  • Quick replies

Additionally

  • Old comment feed view


Go To

  • Feature Description
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