Task processes: Difference between revisions
No edit summary |
No edit summary |
||
| (6 intermediate revisions by the same user not shown) | |||
| Line 6: | Line 6: | ||
}} | }} | ||
==Important== | ==Important== | ||
'''This help article is outdated. Currently, processes are configured within the Object. We recommend using the [[Objects|Objects help documentation]] to set up business processes in your account | '''This help article is outdated. Currently, processes are configured within the Object. We recommend using the [[Objects|Objects help documentation]] to set up business processes in your account.''' | ||
A task process describes the life cycle of a | The following information is retained solely to support backward compatibility for processes set up in older Planfix accounts. | ||
- | |||
This is a helpful article about Task Processes. You can also refer to a separate article on [[Contact processes]]. | |||
A task process describes the life cycle of a [[Tasks|task]]—its path from creation to completion. | |||
You can create new task processes or edit existing ones in '''Account management / Task processes''': | You can create new task processes or edit existing ones in '''Account management / Task processes''': | ||
https://pic.planfix.ru/pf/8Y/GwAu91.png | https://pic.planfix.ru/pf/8Y/GwAu91.png | ||
A process includes a status set, [[scripts]], and [[buttons]]: | A process includes a [[Creating a status set|status set]], [[scripts]], and [[buttons]]: | ||
https://pic.planfix.ru/pf/46/xA203m.png | https://pic.planfix.ru/pf/46/xA203m.png | ||
A process is selected in each task template: | A process is selected in each [[Task templates|task template]]: | ||
https://pic.planfix.ru/pf/qL/bok2Po.png | https://pic.planfix.ru/pf/qL/bok2Po.png | ||
| Line 25: | Line 30: | ||
== Limitations == | == Limitations == | ||
Processes are available with all plans, including the free plan. The number of processes that can be added to an account depends on the account's plan. | Processes are available with all plans, including the free plan. The number of processes that can be added to an account depends on the account's plan. | ||
==Training materials:== | |||
'''Processes''' are covered in the following courses in the '''Planfix Academy''': | |||
*[https://academy.planfix.com/auth/sign/in Basic Course] | |||
Latest revision as of 13:09, 20 November 2024
Important
This help article is outdated. Currently, processes are configured within the Object. We recommend using the Objects help documentation to set up business processes in your account.
The following information is retained solely to support backward compatibility for processes set up in older Planfix accounts.
-
This is a helpful article about Task Processes. You can also refer to a separate article on Contact processes.
A task process describes the life cycle of a task—its path from creation to completion. You can create new task processes or edit existing ones in Account management / Task processes:
A process includes a status set, scripts, and buttons:
A process is selected in each task template:
The tasks created with this template use the status set defined in the process and the scripts and buttons added to this process are applied.
Limitations
Processes are available with all plans, including the free plan. The number of processes that can be added to an account depends on the account's plan.
Training materials:
Processes are covered in the following courses in the Planfix Academy: