Notifications in task comments: Difference between revisions

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[[How do I comment on a task?|Comment]] — this is the simplest form of action that can be used to notify task participants about something. When adding a new comment, you can choose which of the task participants to notify about it.
[[How do I comment on a task?|Comment]] — this is the simplest form of action that can be used to notify task participants about something. When adding a new comment, you can choose which of the task participants to notify about it.
== Employee and contact notifications ==
== Employee and contact notifications ==
Notifications can be received by both employees and external contacts. They can be notified separately:
Notifications can be received by both employees and external contacts. They can be notified separately:


https://s.pfx.so/pf/pQ/i2hMCa.png
https://s.pfx.so/pf/pQ/i2hMCa.png


When notifying a contact, the corresponding block will be highlighted in blue:
When notifying a contact, the corresponding block will be highlighted in blue:


https://s.pfx.so/pf/HF/owJBTU.png
https://s.pfx.so/pf/HF/owJBTU.png
== Task participant search ==
== Task participant search ==
With the help of a search, you will quickly find the necessary employee or contact:
With the help of a search, you will quickly find the necessary employee or contact:


https://s.pfx.so/pf/fT/R0Oice.png
https://s.pfx.so/pf/fT/R0Oice.png
== Select all employees or a group ==
== Select all employees or a group ==
For notification, you can select all employees at once or only participants of a certain group:
For notification, you can select all employees at once or only participants of a certain group:


https://s.pfx.so/pf/Uh/9gNVFg.png
https://s.pfx.so/pf/Uh/9gNVFg.png


If you sent a comment but did not select anyone for notification, Planfix will notify you about this:
If you sent a comment but did not select anyone for notification, Planfix will notify you about this:
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The warning can be disabled in personal settings:
The warning can be disabled in personal settings:


https://s.pfx.so/pf/XC/24qMO7.jpg
https://s.pfx.so/pf/43/XZcSz8.jpg


https://s.pfx.so/pf/Z3/QSfwPb.jpg
https://s.pfx.so/pf/Z3/QSfwPb.jpg
== Automatic selection of those notified ==
== Automatic selection of those notified ==
*By default, the following are included in the notified:
*By default, the following are included in the notified:
**the author of the comment to which you are responding with a quote;
**the author of the comment to which you are responding with a quote;
**task participants who were notified by you in the previous comment.
**task participants who were notified by you in the previous comment
*When responding to a specific comment:
**Its author and task participants mentioned in it will be notified.
*If an employee joins a conversation in which his colleague was communicating with a client and adds a comment, then no one will be automatically selected for notification. This is protection against accidental notifications of contacts with messages that do not concern them. If the conversation was between employees, those notified would be selected automatically.
*If an employee joins a conversation in which his colleague was communicating with a client and adds a comment, then no one will be automatically selected for notification. This is protection against accidental notifications of contacts with messages that do not concern them. If the conversation was between employees, those notified would be selected automatically.



Latest revision as of 06:23, 30 July 2024

Comment — this is the simplest form of action that can be used to notify task participants about something. When adding a new comment, you can choose which of the task participants to notify about it.

Employee and contact notifications

Notifications can be received by both employees and external contacts. They can be notified separately:

i2hMCa.png

When notifying a contact, the corresponding block will be highlighted in blue:

owJBTU.png

Task participant search

With the help of a search, you will quickly find the necessary employee or contact:

R0Oice.png

Select all employees or a group

For notification, you can select all employees at once or only participants of a certain group:

9gNVFg.png

If you sent a comment but did not select anyone for notification, Planfix will notify you about this:

baEBvv.png

The warning can be disabled in personal settings:

XZcSz8.jpg

QSfwPb.jpg

Automatic selection of those notified

  • By default, the following are included in the notified:
    • the author of the comment to which you are responding with a quote;
    • task participants who were notified by you in the previous comment
  • When responding to a specific comment:
    • Its author and task participants mentioned in it will be notified.
  • If an employee joins a conversation in which his colleague was communicating with a client and adds a comment, then no one will be automatically selected for notification. This is protection against accidental notifications of contacts with messages that do not concern them. If the conversation was between employees, those notified would be selected automatically.


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