Default task template

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In the settings of an employee's card or the card of contact with Planfix access, you can select a template that will be used to create tasks.


Default template settings for employees:


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Default template settings for contacts with Planfix access:


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These settings have the following limitations:

  • The settings apply to tasks created using methods that don't override the template, such as creating a task using the Plus sign in the main menu. If a task is created in a task filter or planner list that contains selection criteria for a certain task template, then the template in the selection criteria will be used and the default task template will be ignored.
  • The selection criteria template will be the template indicated in the window for creating a task, but the user creating the task can change it to a different template available to them by selecting a new one from the list.


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