Tasks: Difference between revisions

From Planfix
Jump to: navigation, search
No edit summary
No edit summary
 
(68 intermediate revisions by 5 users not shown)
Line 1: Line 1:
Tasks are the fundamental units of Planfix. In our [https://planfix.com/philosophy/ Planfix's philosophy], tasks play several roles: they are Events, Meetings, Discussions, and any other entities that are essential to your business. Tasks must have a creator and a name; the remaining fields are optional.
{{#seo:
|title=Tasks
Tasks are generally created within a [[Projects | project]]. However, this isn't mandatory: it's perfectly normal to have a task without a project. Tasks can be moved into any available project after they have been created, or they can be moved from one project to another.
|titlemode=append
|keywords=planfix, tasks
|description=Tasks
}}
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.


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]]
*[[Importing tasks]]
*[[Task cards]]
*[[Task cards]]
*[[How do I create a new task?]]
*[[How to create a new task?]]
*[[Task number]]
*[[Task number]]
*[[Task statuses]]
*[[Task statuses]]
Line 14: Line 21:
*[[Checklists]]
*[[Checklists]]
*[[Subtasks]]
*[[Subtasks]]
*[[Parent tasks]]
*[[Individual tasks for each assignee]]
*[[Individual tasks for each assignee]]
*[[Task templates]]
*[[Task templates]]
Line 22: Line 30:
*[[Custom task fields]]
*[[Custom task fields]]
*[[Sequential tasks]]
*[[Sequential tasks]]
*[[Overdue task]]
*[[Tasks without mandatory result checking]]
*[[Summary task | Summary tasks]]
*[[Variables in task templates]]
*[[Variables in task templates]]
 
*[[Task merging]]
 
*[[General chat]]
*[[Dynamic blocks]]
==Roles and access to task ==
==Roles and access to task ==
*[[Task assigner]]
*[[Task assignees]]
*[[Task assignees]]
*[[Task participants]]
*[[Task participants]]
*[[Task auditor]]
*[[Task auditor]]
*[[Counterparty]]
*[[Permissions in Planfix]]
*[[Permissions in Planfix]]
*[[Table with permissions for access to tasks, by role]]
*[[Table with permissions for access to tasks, by role]]
*[[How do I restrict task access?]]
*[[Request to get access to a task]]
*[[How to restrict task access?]]
*[[Who gets notifications about new tasks?]]
*[[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?]]
* [[Tasks without mandatory result checking]]
*[[Can I move subtasks between tasks?]]
* [[Summary task]]
*[[What does a task's color mean?]]
* [[How to add a comment to the task?]]
*[[How quickly can I find the task I need?]]
* [[How do I attach a file to the task?]]
*[[How to restore a deleted task?]]
* [[What is the constraint on nesting tasks?]]
*[[Recurring tasks]]
* [[Can I move subtasks between tasks?]]
*[[How to prioritize tasks?]]
* [[What does color of the task mean?]]
*[[How to view task work history?]]
* [[How can I quickly find the right task?]]
*[[Why am I not receiving notifications about a task?]]
* [[How can I filter out the necessary tasks?]]
*[[Assigning tasks by email | How do I assign a task by email?]]
* [[Where did the task list disappear?]]
*[[How to add an external message to a task? | Task email addresses]]
* [[How to restore a deleted task?]]
*[[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?]]
* [[How to prioritize tasks?]]
*[[How do I delete myself from a task's assignees?]]
* [[How can I see the history of work on the task?]]
*[[Determining a task's assignee with competitive assignment]]
* [[Why I do not receive notifications for the task?]]
*[[Manual task sorting]]
* [[How to keep track of work time for the task?]]
*[[Recently viewed objects|Quick access to recently viewed tasks]]
* [[How to add a new variable, field, requisite to the task?]]
==Training materials:==
* [[Assigning tasks by email]]
The functionality of '''Tasks''' are covered in the following courses in the '''Planfix Academy''':
* [[How to add an external message to a task? | E-mail address of the task]]
*[https://academy.planfix.com/auth/sign/in Basic Course]
* [[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]]
 
------
*Bulk task actions
*Tasks without mandatory result checking
*[[Summary task | Summary tasks]]
*What is the restriction on nesting tasks?
*Can I move subtasks between tasks?
*What does a task's color mean?
*How quickly can I find the task I need?
*How can I restore a deleted task?
*[[How do I create a recurring task?]]
*How do I prioritize tasks?
*How do I view task work history?
*Why am I not receiving notifications about a task?
*How do I assign a task by email?
*Task email addresses
*How do I assign a task to a user from a different Planfix account?
*How do I delete myself from a task's assignees?
*Determining a task's assignee with competitive assignment
*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

Retrieved from "http://planfix.com/help/index.php?title=Tasks&oldid=23718"