Tasks: Difference between revisions
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Tasks | {{#seo: | ||
|title=Tasks | |||
|titlemode=append | |||
|keywords=planfix, tasks | |||
|description=Tasks | |||
}} | |||
A '''task''' is the most important unit of information in Planfix. According to [https://planfix.com/philosophy/ Planfix's philosophy], a task serves multiple roles — an event, a meeting, a discussion, or any other entity your company needs. | |||
The [[Objects|object]] settings defines the task type, where you have the following options. Here, you can add the required fields to the task, specify the statuses it will undergo in its lifecycle, configure automated scripts, and add custom buttons to make working with it more convenient. | |||
Each task must have an author and a title, while all other attributes are optional. | |||
Tasks are normally created within a project, but this is not mandatory. Tasks without a [[Projects |project]] are perfectly acceptable in the system. In addition, each task can be assigned to an available project or moved from one project to another, even after it has been created. | |||
== General information == | == General information == | ||
*[[Importing tasks]] | *[[Importing tasks]] | ||
*[[Task cards]] | *[[Task cards]] | ||
*[[How | *[[How to create a new task?]] | ||
*[[Task number]] | *[[Task number]] | ||
*[[Task statuses]] | *[[Task statuses]] | ||
| Line 14: | Line 21: | ||
*[[Checklists]] | *[[Checklists]] | ||
*[[Subtasks]] | *[[Subtasks]] | ||
*[[Parent tasks]] | |||
*[[Individual tasks for each assignee]] | *[[Individual tasks for each assignee]] | ||
*[[Task templates]] | *[[Task templates]] | ||
| Line 22: | Line 30: | ||
*[[Custom task fields]] | *[[Custom task fields]] | ||
*[[Sequential tasks]] | *[[Sequential tasks]] | ||
*[[Overdue task]] | |||
*[[Tasks without mandatory result checking]] | |||
*[[Summary task | Summary tasks]] | |||
*[[Variables in task templates]] | *[[Variables in task templates]] | ||
*[[Task merging]] | |||
*[[General chat]] | |||
*[[Dynamic blocks]] | |||
==Roles and access to task == | ==Roles and access to task == | ||
*[[Task assigner]] | |||
*[[Task assignees]] | *[[Task assignees]] | ||
*[[Task participants]] | *[[Task participants]] | ||
| Line 32: | Line 45: | ||
*[[Permissions in Planfix]] | *[[Permissions in Planfix]] | ||
*[[Table with permissions for access to tasks, by role]] | *[[Table with permissions for access to tasks, by role]] | ||
*[[How | *[[Request to get access to a task]] | ||
*[[How to restrict task access?]] | |||
*[[Who gets notifications about new tasks?]] | *[[Who gets notifications about new tasks?]] | ||
== Useful links == | == Useful links == | ||
*[[Bulk task actions]] | *[[Bulk task actions]] | ||
*[[What kind of limit is there on task nesting?]] | *[[What kind of limit is there on task nesting?]] | ||
*[[Can I move subtasks between tasks?]] | *[[Can I move subtasks between tasks?]] | ||
| Line 46: | Line 55: | ||
*[[How quickly can I find the task I need?]] | *[[How quickly can I find the task I need?]] | ||
*[[How to restore a deleted task?]] | *[[How to restore a deleted task?]] | ||
*[[ | *[[Recurring tasks]] | ||
*[[How | *[[How to prioritize tasks?]] | ||
*[[How | *[[How to view task work history?]] | ||
*[[Why am I not receiving notifications about a task?]] | *[[Why am I not receiving notifications about a task?]] | ||
*[[Assigning tasks by email | How do I assign a task by email?]] | *[[Assigning tasks by email | How do I assign a task by email?]] | ||
| Line 56: | Line 65: | ||
*[[Determining a task's assignee with competitive assignment]] | *[[Determining a task's assignee with competitive assignment]] | ||
*[[Manual task sorting]] | *[[Manual task sorting]] | ||
*[[Recently viewed objects|Quick access to recently viewed tasks]] | |||
==Training materials:== | |||
The functionality of '''Tasks''' are covered in the following courses in the '''Planfix Academy''': | |||
*[https://academy.planfix.com/auth/sign/in Basic Course] | |||
== Go To == | == Go To == | ||
*[[Feature Description]] | *[[Feature Description]] | ||
Latest revision as of 13:11, 11 December 2024
A task is the most important unit of information in Planfix. According to Planfix's philosophy, a task serves multiple roles — an event, a meeting, a discussion, or any other entity your company needs.
The object settings defines the task type, where you have the following options. Here, you can add the required fields to the task, specify the statuses it will undergo in its lifecycle, configure automated scripts, and add custom buttons to make working with it more convenient.
Each task must have an author and a title, while all other attributes are optional.
Tasks are normally created within a project, but this is not mandatory. Tasks without a project are perfectly acceptable in the system. In addition, each task can be assigned to an available project or moved from one project to another, even after it has been created.
General information
- Importing tasks
- Task cards
- How to create a new task?
- Task number
- Task statuses
- Custom task statuses
- Checklists
- Subtasks
- Parent tasks
- Individual tasks for each assignee
- Task templates
- Templates for automatic tasks for new employees
- Task filters
- Gantt charts and connections between tasks
- Displaying custom fields when viewing a task
- Custom task fields
- Sequential tasks
- Overdue task
- Tasks without mandatory result checking
- Summary tasks
- Variables in task templates
- Task merging
- General chat
- Dynamic blocks
Roles and access to task
- Task assigner
- Task assignees
- Task participants
- Task auditor
- Counterparty
- Permissions in Planfix
- Table with permissions for access to tasks, by role
- Request to get access to a task
- How to restrict task access?
- Who gets notifications about new tasks?
Useful links
- Bulk task actions
- What kind of limit is there on task nesting?
- Can I move subtasks between tasks?
- What does a task's color mean?
- How quickly can I find the task I need?
- How to restore a deleted task?
- Recurring tasks
- How to prioritize tasks?
- How to view task work history?
- Why am I not receiving notifications about a task?
- How do I assign a task by email?
- Task email addresses
- How do I assign a task to a user from a different Planfix account?
- How do I delete myself from a task's assignees?
- Determining a task's assignee with competitive assignment
- Manual task sorting
- Quick access to recently viewed tasks
Training materials:
The functionality of Tasks are covered in the following courses in the Planfix Academy: