Manual task sorting: Difference between revisions

Latest revision as of 08:03, 23 November 2020

Manual task sorting is the most flexible way to fine-tune task priorities.

There are three types of manual task sorting:

Manual sorting for an entire account
Manual sorting within a given task filter or Planner
Manual task sorting for a specific employee

Manual sorting

This is a comprehensive task sorting that applies to an entire account. It can be used in any task filter or Planner list:

If you drag Task 2 above Task 1 in a filter with this setting, then Task 2 will move above Task 1 in all other filters where the two tasks exist.

Additional info:

You must have editing access to tasks in order to move one above or below the other.
If the tasks in a list are subtasks of the same parent task, only users with editing access to the parent task can change the subtasks' order.

Manual sorting (specific to this filter)

This option for sorting tasks is only applied to a specific task filter and doesn't affect global sorting or sorting in other filters. You can create a separate filter in the Tasks section or Planner, select tasks based on any conditions, and manually sort them, and the sorting will only apply to this filter:

Only the users you indicate in the settings of this filter will be able to modify the order of tasks in the filter:

This option is often preferable since it allows you to move tasks around depending on different contexts, which could change.

Manual task sorting for a specific employee

This option is available in the task list in an employee card:

Compared to the other two options, this option is rather narrow in application. It lets managers set the order in which an employee should complete tasks. The employee will see the tasks in this order in their "All / Inbound" section.

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-<pre>
+'''Manual task sorting''' is the most flexible way to fine-tune task priorities.
-The translation of this page is done using machine translation technology.
-We apologize for any inaccuracies and errors.
-</pre>
-Manual task sorting is the most flexible and fine-tuning of priorities.
-Manual sorting of tasks is available in two versions: manual sorting for the entire account and sorting within the selected task filters or planner:
+There are three types of manual task sorting:
+*Manual sorting for an entire account
+*Manual sorting within a given [[Task filters | task filter]] or [[Planner]]
+*Manual task sorting for a specific employee
+==Manual sorting==
+This is a comprehensive task sorting that applies to an entire account. It can be used in any task filter or Planner list:
-https://pic.planfix.ru/pf/dM/zEWfjW.jpg
+https://s.pfx.so/pf/Jy/qje3ze.jpg
+If you drag Task 2 above Task 1 in a filter with this setting, then Task 2 will move above Task 1 in all other filters where the two tasks exist.
-== Manual sorting ==
+Additional info:
+*You must have [[Table with permissions for access to tasks, by role | editing access]] to tasks in order to move one above or below the other.
+*If the tasks in a list are subtasks of the same parent task, only users with editing access to the parent task can change the subtasks' order.
-This is an end-to-end task sorting for the entire account.
-If in any filter you drag Task 2 above Tasks 1, then in all other filters, where both are present, Task 2 will be higher.
+==Manual sorting (specific to this filter)==
+This option for sorting tasks is only applied to a specific [[Task filters | task filter]] and doesn't affect global sorting or sorting in other filters. You can create a separate filter in the [[Tasks]] section or [[Planner]], select tasks based on any conditions, and manually sort them, and the sorting will only apply to this filter:
-In order to be able to drag one task higher than the other, you must have [[Role and access to task table | access to editing]] of both these tasks.
+https://s.pfx.so/pf/ae/Ao32ox.jpg
-If the tasks in the list have a common task, then only those who have the rights to edit this task can change their order.
+Only the users you indicate in the settings of this filter will be able to modify the order of tasks in the filter:
+https://s.pfx.so/pf/hp/bpYGM4.jpg
-== Manual sorting (separate for this filter) ==
+This option is often preferable since it allows you to move tasks around depending on different contexts, which could change.
-This sorting tasks at a specific level [[Task filters | filter tasks]] - you can create a separate filter in the [[Tasks]] section or in [[Planner | Planner ]], select tasks there according to the required condition and set the manual sorting, which will be effective only within the framework of this filter.
+==Manual task sorting for a specific employee==
+This option is available in the task list in an [[user profile | employee card]]:
-This allows [[Roles in Planfix | manager]] to establish in the employee's card the order of accomplishing tasks in such a way that the employee sees a similar order in his section "All / Inbox".
+https://s.pfx.so/pf/u7/aW53xZ.png
+Compared to the other two options, this option is rather narrow in application. It lets [[Planfix roles | managers]] set the order in which an employee should complete tasks. The employee will see the tasks in this order in their "All / Inbound" section.
-And also allows [[Contacts | client]] to establish the order of performance of their tasks.
 == Go To ==
 *[[Tasks]]
-*[[Task filters]]
+*[[Feature Description]]

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