Task assignees: Difference between revisions

Latest revision as of 09:36, 30 June 2023

Planfix allows you to create tasks without assignees, but tasks do generally have assignees.

Task assignees can be:

employees from your account;
employee groups;
clients whom you have given access to your account;
external contacts without access to your account.

Task assignees are selected from a list of all employees and contacts:

If an employee group is selected as a task's assignee, all group members will have access to the task, be able to add actions to it, and be able to change its status. New employees added to the group will gain access to the task.

If an external contact without access to your Planfix account is selected as an assignee, they will be able to work with the task through email. Their responses to email notifications from Planfix will be added to the task as comments. Files attached to these emails will be added to the task. This makes it possible to organize work with external freelancers or clients. They will communicate with you by email, and you will be able to view work on the task in the activity feed.

Account employees and clients whom you have given access to your account will see the task in their task list (Tasks / Inbox). They can add comments, files, and other information to the task using actions. They can also add actions to the task by email, using the feature described above.

Additional

Different ways to link assignees

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-<pre>
+Planfix allows you to create [[tasks]] without assignees, but tasks do generally have assignees.
-The translation of this page is done using machine translation technology.
-We apologize for any inaccuracies and errors.
-</pre>
-Planfix allows you to create tasks without assignees, but as a rule, assignees in the task are present. The assignees of the task can be:
+Task assignees can be:
-* Employees of your account;
+*employees from your account;
-* Groups of employees;
+*employee groups;
-* The clients you've given access to your account;
+*clients whom you have given access to your account;
-* External contacts that do not have access to your account.
+*external contacts without access to your account.
-The task assignees are selected from the general list, in which there is a list of all employees and contacts:
-https://pic.planfix.ru/pf/9b/MeTsOx.jpg
+Task assignees are selected from a list of all employees and contacts:
+https://pic.planfix.ru/pf/8k/S8e5dc.png
-If '''employee group''' is selected as the task assignees, all its participants will have access to the task, they can add actions to it and change the status of the task. New employees added to this group will also have access to this task.
+If an '''employee group''' is selected as a task's assignee, all group members will have access to the task, be able to add actions to it, and be able to change its status. New employees added to the group will gain access to the task.
+If an '''external contact''' without access to your Planfix account is selected as an assignee, they will be able to [[How to add comments by email? | work with the task through email]]. Their responses to email notifications from Planfix will be added to the task as comments. Files attached to these emails will be added to the task. This makes it possible to organize work with external freelancers or clients. They will communicate with you by email, and you will be able to view work on the task in the activity feed.
-If an external contact is selected as an assignee and does not have access to your Planfix account, he can [[How to add action by means of email? | work on the task via e-mail]]. His replies to the notification letters from Planfix will be added to the task as an action. Attached files will be added to the task. Thus, for example, you can organize work with an external freelancer or a client - they will communicate with the usual mail, and you will see all the work on the task in the action ribbon.
+'''Account employees and clients''' whom you have given access to your account will see the task in their task list ('''Tasks / Inbox'''). They can add comments, files, and other information to the task using actions. They can also add actions to the task by email, using the feature described above.
-'''Account staff and clients''' that you gave access to your account will see the task in the list of their tasks ('''Tasks - Inbox'''). They can add comments, files and other information to the task by using actions. It also has the functionality described above to add actions to the task via e-mail.
+==Additional==
+*[[Different ways to link assignees]]
-== Assigning mode options==
-In the advanced settings of the task there is a choice of the connection option for the performers:
-https://pic.planfix.ru/pf/SJ/XCw4Vr.jpg
-By default, the executors of the task are all users added to the '''Assignee''' field. Additional connection options allow you to implement scenarios in which the executor is the employee who took the task first. This is relevant for different applications, for example, freelancers, support services, etc.
-'''Please note:''' in any of the connection options only those users that were included in the '''Assignee''' field are used.
 == Go To ==
-*[[How to remove yourself from the task assignees?]]
+*[[Table with permissions for access to tasks, by role]]
 *[[Tasks]]
+*[[Feature Description]]