How the Chronicle is used
From Planfix
When working with the Chronicle, users should handle all incoming events and messages and attempt to keep their Chronicle clear of unread messages.
The main way in which the Chronicle is used is:
- a user sees a message about an event (such as a new task, comment, message, etc.)
- they respond to it
- they mark the message as read (at which point it will be removed from their event feed)
To make things simpler, the main actions related to events are shown when hovering the mouse pointer over an event or over the three dots in an event that arrived in the Chronicle:
These are the actions:
- Read — Let's you quickly mark a message about an event as read. Used when you don't need to respond in any way.
- I like this — lets the correspondent know you have seen the event and appreciate it.
- Favorites — the task will always be at hand and you can quickly return to it without going into the general event feed.
- Remind — lets you remove the notification from the Chronicle and receive a reminder about this task later, when you can work on it.
- Timeframe — allows you to change the task's date (usually the due date) without opening the task card.
- Complete — allows you to complete a task that appeared in the Chronicle quickly. Useful in situations such as:
- You received a message that the task is done and you know it was done well.
- The task is overdue and has lost relevance.
- And other cases where adding a comment is not necessary and simply completing the task is sufficient.
In all other cases, the standard interface for working with tasks is best, wavailable by clicking the event notification itself. In the card task, which opens on the right-hand side of the screen, you can perform any action:
- read the messages in a task or catch up on the work that's been done on it
- add a comment
- attach a file
- create a subtask
- add/modify task assignees or participants
- etc.