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A task is the basic information unit in Planfix. In [https://planfix.com/ideology/ our ideology], this one performs many roles - this is the event, and the discussion, and any other entity that your business needs. The task necessarily has an author and a name, the other of its requisites are optional. We are working on giving you the opportunity to customize the look and content of tasks in your Planfix.
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A '''task''' is the most important unit of information in Planfix. According to [https://planfix.com/philosophy/ Planfix's philosophy], a task serves multiple roles — an event, a meeting, a discussion, or any other entity your company needs.


Typically, the task is created within a project. However, this is not a prerequisite - it is entirely reasonable that the system has tasks without a project. Even after creating it, any task can be placed in any of the available projects or transferred from one project to another.
The [[Objects|object]] settings defines the task type, where you have the following options. Here, you can add the required fields to the task, specify the statuses it will undergo in its lifecycle, configure automated scripts, and add custom buttons to make working with it more convenient.


Each task must have an author and a title, while all other attributes are optional.


Tasks are normally created within a project, but this is not mandatory. Tasks without a [[Projects |project]] are perfectly acceptable in the system. In addition, each task can be assigned to an available project or moved from one project to another, even after it has been created.
== General information ==
== General information ==
 
*[[Importing tasks]]
* [[Import tasks]]
*[[Task cards]]
 
*[[How to create a new task?]]
* [[Task card]]
*[[Task number]]
 
*[[Task statuses]]
* [[How to create a new task?]]
*[[Custom task statuses]]
 
*[[Checklists]]
* [[Task creation / editing form]]
*[[Subtasks]]
 
*[[Parent tasks]]
* [[Task number]]
*[[Individual tasks for each assignee]]
 
*[[Task templates]]
* [[Task statuses]]
*[[Templates for automatic tasks for new employees]]
 
*[[Task filters]]
* [[Custom (configurable) task statuses]]
*[[Gantt charts and connections between tasks]]
 
*[[Displaying custom fields when viewing a task]]
*[[Check list]]
*[[Custom task fields]]
 
*[[Sequential tasks]]
* [[Subtasks]]
*[[Overdue task]]
 
*[[Tasks without mandatory result checking]]
* [[A separate task for each assignee]]
*[[Summary task | Summary tasks]]
 
*[[Variables in task templates]]
* [[Task templates]]
*[[Task merging]]
 
*[[General chat]]
* [[Templates of automatic tasks for new employees]]
*[[Dynamic blocks]]
 
* [[Task filters]]
 
* [[Gantt chart | Gantt diagram and relations between tasks]]
 
* [[Customizing the task view | Customizing the appearance of the task when creating / editing]]
 
* [[Displaying custom fields while viewing the task | Setting the appearance of task while viewing]]
 
* [[Custom (configurable) task fields]]
 
* [[Sequential tasks]]
 
* [[Variables in task templates]]
 
 
==Roles and access to task ==
==Roles and access to task ==
*[[Task roles]]
*[[Task assigner]]
 
*[[Task assignees]]
 
*[[Task participants]]
*[[Task auditor]]
*[[Counterparty]]
*[[Permissions in Planfix]]
*[[Table with permissions for access to tasks, by role]]
*[[Request to get access to a task]]
*[[How to restrict task access?]]
*[[Who gets notifications about new tasks?]]
== Useful links ==
== Useful links ==
 
*[[Bulk task actions]]
* [[Mass actions on tasks]]
*[[What kind of limit is there on task nesting?]]
 
*[[Can I move subtasks between tasks?]]
* [[Tasks without mandatory result checking]]
*[[What does a task's color mean?]]
 
*[[How quickly can I find the task I need?]]
* [[Summary task]]
*[[How to restore a deleted task?]]
 
*[[Recurring tasks]]
* [[How to add a comment to the task?]]
*[[How to prioritize tasks?]]
 
*[[How to view task work history?]]
* [[How do I attach a file to the task?]]
*[[Why am I not receiving notifications about a task?]]
 
*[[Assigning tasks by email | How do I assign a task by email?]]
* [[What is the constraint on nesting tasks?]]
*[[How to add an external message to a task? | Task email addresses]]
 
*[[How do you assign a task to a user from a different Planfix account? | How do I assign a task to a user from a different Planfix account?]]
* [[Can I move subtasks between tasks?]]
*[[How do I delete myself from a task's assignees?]]
 
*[[Determining a task's assignee with competitive assignment]]
* [[What does color of the task mean?]]
*[[Manual task sorting]]
 
*[[Recently viewed objects|Quick access to recently viewed tasks]]
* [[How can I quickly find the right task?]]
==Training materials:==
 
The functionality of '''Tasks''' are covered in the following courses in the '''Planfix Academy''':
* [[How can I filter out the necessary tasks?]]
*[https://academy.planfix.com/auth/sign/in Basic Course]
 
* [[Where did the task list disappear?]]
 
* [[How to restore a deleted task?]]
 
* [[How to make a recurring task?]]
 
* [[How to prioritize tasks?]]
 
* [[How can I see the history of work on the task?]]
 
* [[Why I do not receive notifications for the task?]]
 
* [[How to keep track of work time for the task?]]
 
* [[How to add a new variable, field, requisite to the task?]]
 
* [[How to set task via email?]]
 
* [[How to add an external message to a task? | E-mail address of the task]]
 
* [[How do you assign a task to a user from a different Planfix account?]]
 
* [[How to remove yourself from the task assignees?]]
 
* [[Defining the task assignee in a competitive mode]]
 
* [[Manual task sorting]]
 


== Go To ==
== Go To ==
*[[Feature Description]]
*[[Feature Description]]

Latest revision as of 13:11, 11 December 2024

A task is the most important unit of information in Planfix. According to Planfix's philosophy, a task serves multiple roles — an event, a meeting, a discussion, or any other entity your company needs.

The object settings defines the task type, where you have the following options. Here, you can add the required fields to the task, specify the statuses it will undergo in its lifecycle, configure automated scripts, and add custom buttons to make working with it more convenient.

Each task must have an author and a title, while all other attributes are optional.

Tasks are normally created within a project, but this is not mandatory. Tasks without a project are perfectly acceptable in the system. In addition, each task can be assigned to an available project or moved from one project to another, even after it has been created.

General information

Roles and access to task

Useful links

Training materials:

The functionality of Tasks are covered in the following courses in the Planfix Academy:

Go To

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