Connecting Contacts and Tasks: Difference between revisions
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Any contact can be either a counterparty or a participant in a task: | Any contact can be either a counterparty or a participant in a [[tasks | task]]: | ||
'''*Counterparty''' — this is a person or company who is on the receiving end of the task (the customer, contractor, etc.) | '''*Counterparty''' — this is a person or company who is on the receiving end of the task (the customer, contractor, etc.) | ||
'''*Participant''' — this is a contact with a role in the task (assignee, participant, assigner, auditor, etc.) | '''*Participant''' — this is a contact with a role in the task (assignee, participant, assigner, auditor, etc.) | ||
Contact cards contain two settings that regulate a contact's ability to be either a counterparty or a participant: | Contact cards contain two settings that regulate a contact's ability to be either a counterparty or a participant: | ||
https://s.pfx.so/pf/9z/V3sjR3.png | |||
They affect whether or not a contact is displayed in the counterparty and task participant lists. | They affect whether or not a contact is displayed in the counterparty and task participant lists. | ||
Displaying tasks in contact cards | |||
==Displaying tasks in contact cards== | |||
On the main screen of a contact card, the tasks linked to the contact are displayed: | On the main screen of a contact card, the tasks linked to the contact are displayed: | ||
https://s.pfx.so/pf/2r/TbtOVM.png | |||
If there are many tasks, only some of them will be displayed on the main screen, and there will be a link in the list heading that brings you to the full task list. The list is also displayed in the Tasks additional panel in the contact card (1): | If there are many tasks, only some of them will be displayed on the main screen, and there will be a link in the list heading that brings you to the full task list. The list is also displayed in the '''Tasks''' additional panel in the contact card (1): | ||
https://s.pfx.so/pf/6G/yCoWLI.png | |||
In this panel, you can also switch between standard contact task filters (2) and see a list of tasks where the contact has another role. | In this panel, you can also switch between standard contact task filters (2) and see a list of tasks where the contact has another role. | ||
Latest revision as of 23:35, 20 October 2020
Any contact can be either a counterparty or a participant in a task:
*Counterparty — this is a person or company who is on the receiving end of the task (the customer, contractor, etc.) *Participant — this is a contact with a role in the task (assignee, participant, assigner, auditor, etc.)
Contact cards contain two settings that regulate a contact's ability to be either a counterparty or a participant:
They affect whether or not a contact is displayed in the counterparty and task participant lists.
Displaying tasks in contact cards
On the main screen of a contact card, the tasks linked to the contact are displayed:
If there are many tasks, only some of them will be displayed on the main screen, and there will be a link in the list heading that brings you to the full task list. The list is also displayed in the Tasks additional panel in the contact card (1):
In this panel, you can also switch between standard contact task filters (2) and see a list of tasks where the contact has another role.