Settings in user cards: Difference between revisions
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In the Settings tab of a [[User profile | user's profile]], all of the user's settings for the [[interface]] are displayed: | {{#seo: | ||
|title= Settings in user cards | |||
|titlemode=append | |||
|keywords=planfix, settings, card, user, employee, search autofocus | |||
|description=task | |||
}} | |||
In the Settings tab of a [[User profile | user's profile]], all of the user's settings for the [[The Planfix interface | interface]] are displayed: | |||
== | ==Language and time== | ||
*'''[[Employee interface language | Interface language]]''' - the language in which the objects in the system's interface are displayed. This language setting doesn't apply to content uploaded to the system, such as names, task contents, comments, user fields, etc. | *'''[[Employee interface language | Interface language]]''' - the language in which the objects in the system's interface are displayed. This language setting doesn't apply to content uploaded to the system, such as names, task contents, comments, user fields, etc. | ||
*'''Time zone''' - affects working hours, as well as times associated with tasks, reminders, and other Planfix objects | *'''Time zone''' - affects working hours, as well as times associated with tasks, reminders, and other Planfix objects | ||
*'''Date format''' - how dates are displayed for this user | *'''Date format''' - how dates are displayed for this user | ||
*'''Time format''' - how times are formatted for this user | *'''Time format''' - how times are formatted for this user | ||
* | ==Personal settings== | ||
*'''Default workspace''' - the [[Workspaces | workspace]] where the user will be when they log in to Planfix | *Default view | ||
*'''Default section''' - the Planfix section displayed to the user when they log in to the system if they work in the basic workspace | **'''Default workspace''' - the [[Workspaces | workspace]] where the user will be when they log in to Planfix | ||
*'''Default task filter''' - the [[Task filters | task filter]] that will open when going to the [[Tasks]] section or a [[Projects | Project]] | **'''Default section''' - the Planfix section displayed to the user when they log in to the system if they work in the basic workspace | ||
*''' | **'''Default task filter''' - the [[Task filters | task filter]] that will open when going to the [[Tasks]] section or a [[Projects | Project]] | ||
**'''Restrict access to the basic workspace''' - enabling this setting prevents an employee from accessing the basic workspace. | |||
*Templates | |||
**'''[[Default task template]]''' - the template used by an employee when creating tasks. | |||
**'''[[Default contact template]]''' - the template used by an employee when adding new contacts. | |||
**'''Default company template''' - the template used by an employee when adding new companies. | |||
*Additional settings | |||
**'''Autofocus search''' - when autofocus is enabled, any text the user types when their cursor isn't in an input field will be processed as a [[Search bar | search request]] | |||
**'''[[Additional confirmation that a Chronicle event was read | Additional confirmation of reading events in the Chronicle]]''' - additional defense against accidentally clicking the "Read" flag in the Chronicle | |||
**'''[[Timer]]''' - enables or disables the built-in timer. | |||
**'''Warning that no one is notified in the comment''' - a pop-up warning notifies the user when no one has been mentioned in a comment, meaning the message has no recipient. | |||
**'''Quick quote''' - enables/disables a shortcut menu for quoting when text is highlighted | |||
==Formatting== | |||
*'''[[Fonts | Interface font]]''' - sets a font for system elements of the Planfix interface | |||
*'''Avatar shape''' - how colleague and contact avatars are displayed | |||
*'''System notifications''' - manages the appearance of system notifications in the Planfix interface | |||
*'''Action feed view''' - changes the display of the action feed and comments in task cards | |||
*'''Link length limits''' - this automatically limits the length of links in task descriptions, comments, and text fields. This does not affect how the link functions | |||
*'''[[Unread event count | Counter in a browser tab]]''' - shows or hides the number of unread events in Planfix browser tabs | |||
*'''[[Adaptation for people with color perception impairment]] ''' - the special settings for people with color perception impairment. | |||
==Go To== | == Go To == | ||
*[[User profile]] | *[[User profile]] | ||
*[[Feature Description]] | *[[Feature Description]] | ||
Latest revision as of 14:18, 28 February 2025
In the Settings tab of a user's profile, all of the user's settings for the interface are displayed:
Language and time
- Interface language - the language in which the objects in the system's interface are displayed. This language setting doesn't apply to content uploaded to the system, such as names, task contents, comments, user fields, etc.
- Time zone - affects working hours, as well as times associated with tasks, reminders, and other Planfix objects
- Date format - how dates are displayed for this user
- Time format - how times are formatted for this user
Personal settings
- Default view
- Default workspace - the workspace where the user will be when they log in to Planfix
- Default section - the Planfix section displayed to the user when they log in to the system if they work in the basic workspace
- Default task filter - the task filter that will open when going to the Tasks section or a Project
- Restrict access to the basic workspace - enabling this setting prevents an employee from accessing the basic workspace.
- Templates
- Default task template - the template used by an employee when creating tasks.
- Default contact template - the template used by an employee when adding new contacts.
- Default company template - the template used by an employee when adding new companies.
- Additional settings
- Autofocus search - when autofocus is enabled, any text the user types when their cursor isn't in an input field will be processed as a search request
- Additional confirmation of reading events in the Chronicle - additional defense against accidentally clicking the "Read" flag in the Chronicle
- Timer - enables or disables the built-in timer.
- Warning that no one is notified in the comment - a pop-up warning notifies the user when no one has been mentioned in a comment, meaning the message has no recipient.
- Quick quote - enables/disables a shortcut menu for quoting when text is highlighted
Formatting
- Interface font - sets a font for system elements of the Planfix interface
- Avatar shape - how colleague and contact avatars are displayed
- System notifications - manages the appearance of system notifications in the Planfix interface
- Action feed view - changes the display of the action feed and comments in task cards
- Link length limits - this automatically limits the length of links in task descriptions, comments, and text fields. This does not affect how the link functions
- Counter in a browser tab - shows or hides the number of unread events in Planfix browser tabs
- Adaptation for people with color perception impairment - the special settings for people with color perception impairment.