Default task template: Difference between revisions
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In the [[Settings in user cards | settings of an employee's card]] or the [[External users | card of contact with Planfix access]], you can select a [[Task templates | template]] that will be used to create [[tasks]]. | |||
Default template settings for employees: | |||
https://pic.planfix.ru/pf/dV/t8qqCt.png | |||
Default template settings for contacts with Planfix access: | |||
https://pic.planfix.ru/pf/Zj/eoc6GK.png | |||
These settings have the following limitations: | |||
*The settings apply to tasks created using methods that don't override the template, such as creating a task using the '''Plus sign''' in the main menu. If a task is created in a [[Task filters | task filter]] or [[planner]] list that contains selection criteria for a certain task template, then the template in the selection criteria will be used and the default task template will be ignored. | |||
*The selection criteria template will be the template indicated in the window for creating a task, but the user creating the task can change it to a different [[Access to task templates | template available to them]] by selecting a new one from the list. | |||
== Go To == | == Go To == | ||
*[[Task templates]] | *[[Task templates]] | ||
*[[Tasks]] | *[[Tasks]] | ||
*[[Feature Description]] | *[[Feature Description]] | ||
Latest revision as of 06:46, 23 October 2020
In the settings of an employee's card or the card of contact with Planfix access, you can select a template that will be used to create tasks.
Default template settings for employees:
Default template settings for contacts with Planfix access:
These settings have the following limitations:
- The settings apply to tasks created using methods that don't override the template, such as creating a task using the Plus sign in the main menu. If a task is created in a task filter or planner list that contains selection criteria for a certain task template, then the template in the selection criteria will be used and the default task template will be ignored.
- The selection criteria template will be the template indicated in the window for creating a task, but the user creating the task can change it to a different template available to them by selecting a new one from the list.