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Project task display view

If you so desire, a project's tasks can be displayed as a filter or planner. There is a Details section in the settings of a project card where this can be configured. It's available when creating or editing a project, or in the Project details panel. Here's how the settings look when editing a project card:

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  • Default planner lets you choose the planner where the project's tasks will be displayed if Default planner is selected for Task list view
  • Default task filter lets you choose a filter by which to view the project's tasks if Default task filter is selected for Task list view
  • Task list view defines whether a project's tasks will be displayed as a filter or as a planner.

There's a wide range of options when configuring how a project's tasks will be displayed. Once you have configured this section, when you click a project anywhere in the Planfix interface, the project's tasks will open in the filter or planner specified in this part of the settings.

Useful information

  • There's an analogous section in the settings for a project template. By setting the desired display type in this section, you will ensure continuity in the settings of all projects created using this template.


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