Default task template: Difference between revisions
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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. | 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]]. | ||
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These settings have the following limitations: | 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 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 template available to them by selecting a new one from the list. | *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. | ||
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.