Task merging: Difference between revisions
From Planfix
(Created page with "{{#seo: |title=Task Merging |titlemode=append |keywords=planfix, tasks, task merging, merge tasks |description=Task Merging }} Tasks in Planfix can be merged. In the task list, you need to select the necessary tasks with a check mark and click on the '''Change''' button: https://s.pfx.so/pf/xL/CArqzF.jpg Then select the '''Merge''' option and choose which of the tasks you want to merge into: https://s.pfx.so/pf/AJ/3mtfN1.jpg :''Please note, the "Don’t notif...") |
No edit summary |
||
| (15 intermediate revisions by 2 users not shown) | |||
| Line 6: | Line 6: | ||
}} | }} | ||
[[Tasks]] in Planfix can be merged. In the task list, you need to select the necessary tasks | [[Tasks]] in Planfix can be merged. In the task list, you need to select the necessary tasks and click on the '''Change''' button: | ||
https://s.pfx.so/pf/ | https://s.pfx.so/pf/BD/cVfAxf.jpg | ||
Then select the '''Merge''' option and choose which task you want to merge into: | |||
Then select the '''Merge''' option and choose which | |||
https://s.pfx.so/pf/AJ/3mtfN1.jpg | https://s.pfx.so/pf/AJ/3mtfN1.jpg | ||
:Please note, the "Do not notify about changes" option is available exclusively to [[Planfix roles|Account Administrators]]. | |||
For the event '''Task is merged with another task''' you can launch a [[Scripts|script]] to perform various actions: | |||
https://s.pfx.so/pf/Zo/NGI6zl.jpg | |||
: | :Please note that the script is triggered in the task into which the merging has occurred. | ||
== Important == | == Important == | ||
| Line 30: | Line 28: | ||
https://s.pfx.so/pf/Sf/phCLCG.jpg | https://s.pfx.so/pf/Sf/phCLCG.jpg | ||
*After the merge, a corresponding entry will appear in the task action feed: | *After the merge, a corresponding entry will appear in the task action feed: | ||
https://s.pfx.so/pf/ | https://s.pfx.so/pf/fo/RuyEiI.jpg | ||
In the merged task, comments will be arranged chronologically. The comments that were transferred from another task will contain information about this action: | In the merged task, comments will be arranged chronologically. The comments that were transferred from another task will contain information about this action: | ||
https://s.pfx.so/pf/ | https://s.pfx.so/pf/cD/HZwUNm.jpg | ||
Latest revision as of 10:11, 19 February 2024
Tasks in Planfix can be merged. In the task list, you need to select the necessary tasks and click on the Change button:
Then select the Merge option and choose which task you want to merge into:
- Please note, the "Do not notify about changes" option is available exclusively to Account Administrators.
For the event Task is merged with another task you can launch a script to perform various actions:
- Please note that the script is triggered in the task into which the merging has occurred.
Important
- To merge tasks, you need the right to edit the tasks being merged.
- Merging tasks is an irreversible process:
- After the merge, a corresponding entry will appear in the task action feed:
In the merged task, comments will be arranged chronologically. The comments that were transferred from another task will contain information about this action:
