Actions: Difference between revisions
From Planfix
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==Basic operations== | ==Basic operations== | ||
Adding comments | *Adding comments | ||
Comment drafts | *Comment drafts | ||
Editing comments | *Editing comments | ||
Deleting comments | *Deleting comments | ||
Quoting comments | *Quoting comments | ||
Creating tasks from comments | *Creating tasks from comments | ||
Adding comments to checklists | *Adding comments to checklists | ||
Moving comments to different tasks | *Moving comments to different tasks | ||
Responding to comments | *Responding to comments | ||
==Useful links== | ==Useful links== | ||
What do different comment colors mean? | *What do different comment colors mean? | ||
How do I comment on a task? | *How do I comment on a task? | ||
How do I add information from a directory to a comment? | *How do I add information from a directory to a comment? | ||
Hidden (private) comments | *Hidden (private) comments | ||
How do I change a task's status? | *How do I change a task's status? | ||
How do I link coworkers to a task? | *How do I link coworkers to a task? | ||
How do I remove coworkers from a task? | *How do I remove coworkers from a task? | ||
How do I attach files to a task? | *How do I attach files to a task? | ||
How do I change a task's completion date? | *How do I change a task's completion date? | ||
How can I indicate time spent on a task (time tracking)? | *How can I indicate time spent on a task (time tracking)? | ||
How can I set a reminder about a task for a certain time? | *How can I set a reminder about a task for a certain time? | ||
Can I add several items to a single comment? | *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 an employee's actions? | ||
How can I view a list of my actions? | *How can I view a list of my actions? | ||
How can I add comments by email? | *How can I add comments by email? | ||
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?