Planner: Difference between revisions
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Planners are Planfix's main tool for organizing your work on tasks. With your Planner, you can see all your tasks on one screen — but the key feature of Planners is that you can quickly modify task parameters simply by dragging and dropping tasks from one column to another. | Planners are Planfix's main tool for organizing your work on tasks. With your Planner, you can see all your tasks on one screen — but the key feature of Planners is that you can quickly modify task parameters simply by dragging and dropping tasks from one column to another. | ||
===Example=== | ===Example=== | ||
There are two columns in a planner: Petrov's tasks and Sidorov's tasks. If you drag a task from the first column to the second, the assignee switches from Petrov to Sidorov. | There are two columns in a planner: Petrov's tasks and Sidorov's tasks. If you drag a task from the first column to the second, the assignee switches from Petrov to Sidorov. | ||
| Line 7: | Line 5: | ||
The exact parameters that change depending on the conditions for the column to which you've dragged the task. This gives you extensive control over tasks just by dragging them from one column to another. | The exact parameters that change depending on the conditions for the column to which you've dragged the task. This gives you extensive control over tasks just by dragging them from one column to another. | ||
==How the Planner section works== | ==How the Planner section works== | ||
In the Planner section, you can create any number of workspaces or planners. Each of these planners can contain any number of task lists. When you move a task from one list to another, you modify the task parameters. | In the Planner section, you can create any number of workspaces or planners. Each of these planners can contain any number of task lists. When you move a task from one list to another, you modify the task parameters. | ||
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*[[Default planner]] | *[[Default planner]] | ||
*[[Managing planner access]] | *[[Managing planner access]] | ||
==Creating a planner== | ==Creating a planner== | ||
*[[How to create a planner]] | *[[How to create a planner]] | ||
| Line 26: | Line 19: | ||
*[[Synchronizing planner lists]] | *[[Synchronizing planner lists]] | ||
*[[Deleting planners]] | *[[Deleting planners]] | ||
==Working in a planner== | ==Working in a planner== | ||
*[[Calendar in the Planner | Calendars in the Planner]] | *[[Calendar in the Planner | Calendars in the Planner]] | ||
| Line 34: | Line 24: | ||
*[[Using hourly blocks]] | *[[Using hourly blocks]] | ||
*[[Quickly create a task in a list]] | *[[Quickly create a task in a list]] | ||
*[[Quickly create a task in a calendar]] | |||
*[[Creating tasks/contacts in a list]] | *[[Creating tasks/contacts in a list]] | ||
*[[Exporting a calendar in iCal format]] | *[[Exporting a calendar in iCal format]] | ||
| Line 40: | Line 31: | ||
*[[Totals in Planners]] | *[[Totals in Planners]] | ||
*[[Planner list testing mode]] | *[[Planner list testing mode]] | ||
== Potential problems== | |||
*[[Reasons why a task may not show up in the Planner]] | |||
== Go To == | == Go To == | ||
*[[Feature Description]] | *[[Feature Description]] | ||
Latest revision as of 09:52, 15 July 2024
Planners are Planfix's main tool for organizing your work on tasks. With your Planner, you can see all your tasks on one screen — but the key feature of Planners is that you can quickly modify task parameters simply by dragging and dropping tasks from one column to another.
Example
There are two columns in a planner: Petrov's tasks and Sidorov's tasks. If you drag a task from the first column to the second, the assignee switches from Petrov to Sidorov.
The exact parameters that change depending on the conditions for the column to which you've dragged the task. This gives you extensive control over tasks just by dragging them from one column to another.
How the Planner section works
In the Planner section, you can create any number of workspaces or planners. Each of these planners can contain any number of task lists. When you move a task from one list to another, you modify the task parameters.
Creating a planner
- How to create a planner
- Types of planner lists
- List management
- Managing planner appearance
- Synchronizing planner lists
- Deleting planners
Working in a planner
- Calendars in the Planner
- Moving tasks between lists
- Using hourly blocks
- Quickly create a task in a list
- Quickly create a task in a calendar
- Creating tasks/contacts in a list
- Exporting a calendar in iCal format
- Filters in Planners
- Collapsing lists in Planners
- Totals in Planners
- Planner list testing mode