Task merging: Difference between revisions

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Then select the '''Merge''' option and choose which task you want to merge into:
Then select the '''Merge''' option and choose which task you want to merge into:


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]].


:''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:
For the event '''Task is merged with another task''' you can launch a [[Scripts|script]] to perform various actions:
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https://s.pfx.so/pf/Zo/NGI6zl.jpg


 
:Please note that the script is triggered in the task into which the merging has occurred.
:''Please note that the script is triggered in the task into which the merging has occurred''.


== Important ==  
== Important ==  
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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/L9/ejQ3Sz.jpg
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/A7/osU1DD.jpg
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:

cVfAxf.jpg

Then select the Merge option and choose which task you want to merge into:

3mtfN1.jpg

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:

NGI6zl.jpg

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:

phCLCG.jpg

  • After the merge, a corresponding entry will appear in the task action feed:

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:

HZwUNm.jpg


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