Actions

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We apologize for any inaccuracies and errors.

Action is the basic unit of work in Planfix. Any action occurs on a task. All retained actions attached to a task and can be viewed in the card task (under "Actions and comments"), as well as in see "Planfix!" To the task you can add any number of actions.

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 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 disable the employee from working on the task?

• How to attach the file?

• How to change the date of completion of the task?

• How to specify spent on the task time (time-tracking)?

• How to set a reminder for a task at a certain time?

• Is it possible in one action to add multiple options?

• How to list committed by the employee of the action?

• How to view my actions list?

• How to add action by means of email??

Go To

• Description of opportunities