Simple planner list: Difference between revisions

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A simple list in the Planner is a [[Types of planner lists|type of list]] intended for quickly recording tasks, notes, ideas, or activities that are not tied to anything specific.
A simple list in the Planner is a [[Types of planner lists|type of list]] intended for quickly recording tasks, notes, ideas, or activities that are not tied to anything specific.
 
==Navigation==
== The difference between a simple list and a list with conditions==
*[[#The difference between a simple list and a list with conditions|The difference between a simple list and a list with conditions]]
*[[#How to create a simple list|How to create a simple list]]
*[[#How to work with simple lists|How to work with simple lists]]
== The difference between a simple list and a list with conditions ==
The main difference from [[List (Planner)|standard lists]] in the planner is the lack of conditional filters. The toggle switch is inactive:  
The main difference from [[List (Planner)|standard lists]] in the planner is the lack of conditional filters. The toggle switch is inactive:  


https://s.pfx.so/pf/AL/1gohjt.jpg
https://s.pfx.so/pf/kj/DKmPER.jpg


Standard lists (with conditional filters enabled) are a tool for more deliberate task management in Planfix:
Standard lists (with conditional filters enabled) are a tool for more deliberate task management in Planfix:


https://s.pfx.so/pf/nw/ACeZWd.jpg
https://s.pfx.so/pf/Bd/Bp39sv.jpg


== How to create a simple list ==
== How to create a simple list ==
*Create a Planner for Kanban::
*Create a Planner for Kanban:
 
https://s.pfx.so/pf/Or/ZW0W48.jpg


https://s.pfx.so/pf/1h/v0qFHY.jpg


*Add a list::
*Add a list::


https://s.pfx.so/pf/Bt/Noobd7.psd
https://s.pfx.so/pf/YG/1iUVYX.jpg
 


*Add ideas or tasks to the list that need to be done:
*Add ideas or tasks to the list that need to be done:


https://s.pfx.so/pf/al/iN1Qdf.gif
https://s.pfx.so/pf/fT/31c0W0.gif


== How to work with simple lists ==
== How to work with simple lists ==
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*Move the tasks to a [[List (Planner)|standard list]] to assign them for work.  
*Move the tasks to a [[List (Planner)|standard list]] to assign them for work.  


https://s.pfx.so/pf/QW/4P1BUb.gif
https://s.pfx.so/pf/vA/QvU7SL.gif


The task adopts the specified attributes of the list to which it was moved.
The task adopts the specified attributes of the list to which it was moved.


== Go To ==
== Go To ==
*[[Types of planner lists]]
*[[Types of planner lists]]
*[[Planner]]
*[[Planner]]

Latest revision as of 09:35, 24 October 2025

A simple list in the Planner is a type of list intended for quickly recording tasks, notes, ideas, or activities that are not tied to anything specific.

Navigation

The difference between a simple list and a list with conditions

The main difference from standard lists in the planner is the lack of conditional filters. The toggle switch is inactive:

DKmPER.jpg

Standard lists (with conditional filters enabled) are a tool for more deliberate task management in Planfix:

Bp39sv.jpg

How to create a simple list

  • Create a Planner for Kanban:

v0qFHY.jpg

  • Add a list::

1iUVYX.jpg

  • Add ideas or tasks to the list that need to be done:

31c0W0.gif

How to work with simple lists

The working algorithm is as follows:

  • Add tasks to the simple list.
  • Plan who will complete these tasks, when, and in what order.
  • Move the tasks to a standard list to assign them for work.

QvU7SL.gif

The task adopts the specified attributes of the list to which it was moved.

Go To