Actions

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 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\
• Quick replies

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 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

• Feature Description