Synchronizing planner lists: Difference between revisions

From Planfix
Jump to: navigation, search
No edit summary
No edit summary
 
(2 intermediate revisions by the same user not shown)
Line 3: Line 3:
* '''Synchronizing mode''' can be enabled in the drop-down menu of the planner you're in:
* '''Synchronizing mode''' can be enabled in the drop-down menu of the planner you're in:


https://pic.planfix.ru/pf/28/mwxP3j.png
https://s.pfx.so/pf/ax/JyiCEp.jpg
 
https://s.pfx.so/pf/N6/sa5FsN.jpg


'''If there is a list you don't need to synchronize''', you can disable synchronization for that specific list:
'''If there is a list you don't need to synchronize''', you can disable synchronization for that specific list:


https://pic.planfix.ru/pf/xy/kJOU4l.png
https://s.pfx.so/pf/68/W2VFH4.jpg
==How synchronization works==
==How synchronization works==
Only changes to the filters in the task list are synchronized. When you edit a list, these changes are automatically applied to other synchronized lists within the same planner.
Only changes to the filters in the task list are synchronized. When you edit a list, these changes are automatically applied to other synchronized lists within the same planner.
Line 17: Line 19:
*changing the condition value
*changing the condition value
*removing a condition
*removing a condition
https://s.pfx.so/pf/eq/Ks6oHi.jpg


'''The following changes to task cards and the task card menu are synchronized''':
'''The following changes to task cards and the task card menu are synchronized''':
Line 22: Line 26:
*modifying fields and operations
*modifying fields and operations
*removing fields and operations
*removing fields and operations
https://s.pfx.so/pf/52/leQny8.jpg
https://s.pfx.so/pf/rc/mKBtS0.jpg


'''Important''': The entire task card is not synchronized. You cannot set up the appearance of a task card in one list and transfer those settings to another list via synchronization.
'''Important''': The entire task card is not synchronized. You cannot set up the appearance of a task card in one list and transfer those settings to another list via synchronization.
Line 28: Line 36:
*Enable synchronization for the relevant task lists in the planner, as shown in the first screenshot.
*Enable synchronization for the relevant task lists in the planner, as shown in the first screenshot.
*Add a filtering condition to any of the synchronized lists:
*Add a filtering condition to any of the synchronized lists:
https://s.pfx.so/pf/LK/VAKTHL.jpg


*The filter condition will automatically apply to all synchronized lists, filtering tasks based on the new condition:
*The filter condition will automatically apply to all synchronized lists, filtering tasks based on the new condition:


https://s.pfx.so/pf/UT/tWph6j.jpg
==Please note==
==Please note==
Filter logic, sorting, grouping, header color, and other task list settings are not synchronized:
Filter logic, sorting, grouping, header color, and other task list settings are not synchronized:
https://s.pfx.so/pf/g0/wqaEQn.jpg





Latest revision as of 08:34, 9 October 2024

Synchronization is a mode in which changing conditions in one list in the current planner results in changes to conditions in other lists. For example, let's say you change the day on a calendar list. When synchronizing, other calendar lists in the current planner will automatically switch to that day, too.

  • Synchronizing mode can be enabled in the drop-down menu of the planner you're in:

JyiCEp.jpg

sa5FsN.jpg

If there is a list you don't need to synchronize, you can disable synchronization for that specific list:

W2VFH4.jpg

How synchronization works

Only changes to the filters in the task list are synchronized. When you edit a list, these changes are automatically applied to other synchronized lists within the same planner.

The following changes to task filters are synchronized:

  • adding a new condition
  • changing the condition type
  • modifying the condition operator
  • changing the condition value
  • removing a condition

Ks6oHi.jpg

The following changes to task cards and the task card menu are synchronized:

  • adding fields and operations
  • modifying fields and operations
  • removing fields and operations

leQny8.jpg

mKBtS0.jpg

Important: The entire task card is not synchronized. You cannot set up the appearance of a task card in one list and transfer those settings to another list via synchronization.

Practical use case

For example, you can display only tasks related to a specific project in a planner with multiple task lists.

  • Enable synchronization for the relevant task lists in the planner, as shown in the first screenshot.
  • Add a filtering condition to any of the synchronized lists:

VAKTHL.jpg

  • The filter condition will automatically apply to all synchronized lists, filtering tasks based on the new condition:

tWph6j.jpg

Please note

Filter logic, sorting, grouping, header color, and other task list settings are not synchronized:

wqaEQn.jpg


Go To