Reasons why a task may not show up in the Planner

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A task may not show up in the Planner list due to one of the following reasons:

Contents

The task does not match the selection parameters of the filter

A task is only displayed in the Planner if it meets at least one of the conditions in the selection parameters. You can solve this problem in two ways:

  • Change the selection parameters so that the task is displayed.
  • Modify the task so that it meets the selection parameters.

You can find more information in this video:

Grouping by a field that is not present in the object

If you specify the grouping by a field that is not present in the selected tasks, the list will be empty. You can solve this problem in two ways:

  • Choose a different field for the grouping.
  • Add the field used to group the object.

For more details, watch the video:

No access to the field used for grouping

If an employee does not have access to the necessary field, the task list in the Planner will be empty. You can solve this problem in various ways:

  • Provide employees access to the field.
  • Choose a different field for grouping.

Configure the list without grouping. For more details, watch the video:

Incorrect settings for integrated tasks

Consider the parameters specified in the integration settings. Common reasons for tasks not showing up in lists are errors in the template or object card used to create them. You can solve this problem in various ways:

  • Choose a different template or object for creating integration tasks.
  • Modify the template or object used to create the tasks to meet the filter criteria.
  • Change the conditions for the selection parameters.

For more details, watch the video:

Incorrect or inaccessible data tags specified for display

A common error when working with calendars is incorrect data tags specified in the list settings or the task. If the data tags in the task do not match those in the calendar display data, Planfix will not display the task in the list. You can solve this problem in several ways:

  • Change the data tags attached to the task.
  • Replace the data tags specified for the calendar display

For more details, watch the video:

Technical limitation of 150 tasks in a table

Consider the technical limitation for the display of tasks when working with a Table in the Planner. If the Table has more than 150 tasks, some may not be displayed, even if they completely fulfill the filter selection parameters. To display all tasks:

  • Set the filter criteria more specifically to reduce the number of tasks displayed.
  • Show the tasks in an expanded list.

For more details, watch the video:

Automatic acceptance of tasks

When you assign yourself new tasks, consider the setting for automatic acceptance. If this function is activated, the task status automatically changes from "New" to "In progress." You can deactivate automatic acceptance in the object settings — in the status set. You can find more details in the video:

Automation has changed the task's compliance with the list

If an automatic script or a button changes a task to no longer meet the selection parameters, it will no longer be displayed in the list. To avoid this problem:

  • Change the selection parameters so that Planfix also displays the tasks after automation.
  • Initially, configure the task filters in the Planner list, considering the automation.

For more details, watch the video:

Tasks in simple lists are only visible to the creator

A simple task list is a Planner list without filter criteria. It is often used to assign tasks to yourself quickly. Remember to grant colleagues access to each task if you are working with such a list in a team. By default, the tasks in simple lists are only accessible to the creator. To ensure colleagues can see the tasks, add them to one of the task's system roles: Assigner, Assignee, Auditor, and Participant. You can find more information in this video:


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