Actions: Difference between revisions
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*[[How to add a new action to the task?|Adding action]] | *[[How to add a new action to the task?|Adding action]] | ||
*[[Action draft ]] | *[[Action draft ]] | ||
*[[Edit action]] | *[[Edit action]] | ||
*[[Delete action]] | *[[Delete action]] | ||
*[[Quote action]] | *[[Quote action]] | ||
*[[Create task from the action]] | *[[Create task from the action]] | ||
*[[Comment reply]] | *[[Comment reply]] | ||
== Useful links == | == Useful links == | ||
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*[[How to add the action by means of email?]] | *[[How to add the action by means of email?]] | ||
*[[How do I add information from a directory to a comment?]] | *[[How do I add information from a directory to a comment?]] | ||
=================== | |||
==Basic operations== | |||
Adding comments | |||
Comment drafts | |||
Editing comments | |||
Deleting comments | |||
Quoting comments | |||
Creating tasks from comments | |||
Adding comments to checklists | |||
Moving comments to different tasks | |||
Responding to comments | |||
==Useful links== | |||
What do different comment colors mean? | |||
How do I comment on a task? | |||
How do I add information from a directory to a comment? | |||
Hidden (private) comments | |||
How do I change a task's status? | |||
How do I link coworkers to a task? | |||
How do I remove coworkers from a task? | |||
How do I attach files to a task? | |||
How do I change a task's completion date? | |||
How can I indicate time spent on a task (time tracking)? | |||
How can I set a reminder about a task for a certain time? | |||
Can I add several items to a single comment? | |||
How can I view a list of an employee's actions? | |||
How can I view a list of my actions? | |||
How can I add comments by email? | |||
== Go To == | == Go To == | ||
*[[Feature Description]] | *[[Feature Description]] | ||
Revision as of 19:07, 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
- Adding action
- Action draft
- Edit action
- Delete action
- Quote action
- Create task from the action
- Comment reply
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?
=======
Basic operations
Adding comments Comment drafts Editing comments Deleting comments Quoting comments Creating tasks from comments Adding comments to checklists Moving comments to different tasks Responding to comments
Useful links
What do different comment colors mean? How do I comment on a task? How do I add information from a directory to a comment? Hidden (private) comments How do I change a task's status? How do I link coworkers to a task? How do I remove coworkers from a task? How do I attach files to a task? How do I change a task's completion date? How can I indicate time spent on a task (time tracking)? How can I set a reminder about a task for a certain time? Can I add several items to a single comment? How can I view a list of an employee's actions? How can I view a list of my actions? How can I add comments by email?