Default task template: Difference between revisions
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{{#seo: | |||
|title=Default task template | |||
|titlemode=append | |||
|keywords=Planfix, tasks, templates, access, default task template for employee, employee task creation, default task template for contact, task assignment, contact task creation, task template for external user, default object template, object template | |||
|description=Choose which task template employees use by default | |||
}} | |||
In the [[Settings in user cards | settings of an employee's card]] or the [[External users | card of contact with Planfix access]], you can select a [[Task templates | template]] that will be used to create [[tasks]]. | In the [[Settings in user cards | settings of an employee's card]] or the [[External users | card of contact with Planfix access]], you can select a [[Task templates | template]] that will be used to create [[tasks]]. | ||
== Personal employee settings == | |||
*Open the employee’s card. | |||
*Go to '''Settings''' — '''Personal settings''' — '''Templates'''. | |||
*In '''Default object (template)''', select the template that should be shown to the employee by default when they create a task: | |||
https://s.pfx.so/pf/vZ/alONKt.jpg | |||
== Default object (template) settings for contacts with Planfix access == | |||
https://p.pfx.so/pf/mO/psYgQn.jpg | |||
== Important == | |||
This setting applies to task creation methods that do not override the template. For example, creating a task via '''Create''' button in the main menu will use the employee’s default template. | |||
If a Task is created from a [[Task filters|task filter]] or a [[Planner|planner]] list that has a condition for a specific task template, the template specified by that condition will be used, and the employee’s default template will be ignored. | |||
The selected default template will be prefilled in the task creation window, but the user can switch to any other [[Access to task templates|template they have access]] to by choosing from the list. | |||
== Bulk change of default Object (template) == | |||
You can set the required default Object (template) for multiple employees at once: | |||
*Go to '''Employees'''. | |||
*Select the required employees. | |||
*Click '''Change'''. | |||
*Specify the new Object (template): | |||
https://s.pfx.so/pf/vT/G1AgUd.jpg | |||
== Go To == | == Go To == | ||
Latest revision as of 14:26, 30 September 2025
In the settings of an employee's card or the card of contact with Planfix access, you can select a template that will be used to create tasks.
Personal employee settings
- Open the employee’s card.
- Go to Settings — Personal settings — Templates.
- In Default object (template), select the template that should be shown to the employee by default when they create a task:
Default object (template) settings for contacts with Planfix access
Important
This setting applies to task creation methods that do not override the template. For example, creating a task via Create button in the main menu will use the employee’s default template.
If a Task is created from a task filter or a planner list that has a condition for a specific task template, the template specified by that condition will be used, and the employee’s default template will be ignored.
The selected default template will be prefilled in the task creation window, but the user can switch to any other template they have access to by choosing from the list.
Bulk change of default Object (template)
You can set the required default Object (template) for multiple employees at once:
- Go to Employees.
- Select the required employees.
- Click Change.
- Specify the new Object (template):
