Auto-accepting tasks: Difference between revisions
From Planfix
No edit summary |
No edit summary |
||
| (12 intermediate revisions by 2 users not shown) | |||
| Line 1: | Line 1: | ||
In the settings for switching between statuses, there is a way to enable or disable auto-accepting of tasks. If you don't want to have to click the Accept button after creating tasks you assign to yourself, enable automatic accepting of tasks | {{#seo: | ||
|title=Auto-accepting tasks | |||
|titlemode=append | |||
|keywords=planfix, statuses, status set, task auto-acceptance, accept, task, assigner, assignee, yourself | |||
|description=Managing the automatic acceptance of tasks assigned to yourself | |||
}} | |||
In the [[Additional settings for status sets | settings for switching between statuses]], there is a way to enable or disable auto-accepting of tasks. If you don't want to have to click the [[The Accept and Decline buttons|Accept]] button after creating tasks you assign to yourself, enable automatic accepting of tasks. | |||
Go to '''Account management''' — '''Task processes''' — the necessary process | |||
https:// | https://s.pfx.so/pf/to/BERnMC.jpg | ||
After you have selected the process, click on '''Status set''' and go to the '''Additional parameters''' tab: | |||
https:// | https://s.pfx.so/pf/zF/ICxXei.jpg | ||
https://s.pfx.so/pf/6Q/sWx95i.jpg | |||
Activating this feature will make it so that a task is automatically accepted if its creator is also its assignee. This feature does not work in the following situations: | Activating this feature will make it so that a task is automatically accepted if its creator is also its assignee. This feature does not work in the following situations: | ||
*A task with this set of statuses that [[uses competitive assignment]]; | *A task with this set of statuses that [[Determining a task's assignee with competitive assignment | uses competitive assignment]]; | ||
*In the [[task template]] the due date is set using the acceptance date (example). | *In the [[Task templates | task template]] the due date is set using '''the acceptance date''' ([https://s.pfx.so/pf/cV/TMCq7p.jpg example]). | ||
== Go To == | == Go To == | ||
*[[Task processes]] | |||
*[[Feature Description]] | *[[Feature Description]] | ||
Latest revision as of 09:38, 19 November 2024
In the settings for switching between statuses, there is a way to enable or disable auto-accepting of tasks. If you don't want to have to click the Accept button after creating tasks you assign to yourself, enable automatic accepting of tasks.
Go to Account management — Task processes — the necessary process
After you have selected the process, click on Status set and go to the Additional parameters tab:
Activating this feature will make it so that a task is automatically accepted if its creator is also its assignee. This feature does not work in the following situations:
- A task with this set of statuses that uses competitive assignment;
- In the task template the due date is set using the acceptance date (example).