Actions: Difference between revisions
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Revision as of 19:06, 19 August 2020
Actions (comments) are a fundamental item for working in Planfix. All actions take place in tasks. All saved actions are attached to a task and can be viewed in the action feed (comment feed) of the task's card. Any number of actions can be added to a task.
Planfix has two interfaces for working with actions. Here is how you can switch between the modern and classic feed displays:
Please note
You can find screenshots and examples of how to use both the classic and modern interfaces in the help section.
Basic operation
Useful links
- What does different color of the action mean?
- How to add a comment to the task?
- Hidden (private) comments
- How to change the task status?
- How to add employee to the task?
- How to remove employee from task assignees?
- How do I attach a file to the task?
- How to change the date of task completion?
- How to keep track of work time for the task?
- How to set a reminder for a task at a certain time?
- Is it possible to add multiple options in one action?
- How to view employee's actions list?
- How to view my actions list?
- How to add the action by means of email?
- How do I add information from a directory to a comment?