Task merging: Difference between revisions

From Planfix
Jump to: navigation, search
No edit summary
No edit summary
Line 8: Line 8:
[[Tasks]] in Planfix can be merged. In the task list, you need to select the necessary tasks  and click on the '''Change''' button:
[[Tasks]] in Planfix can be merged. In the task list, you need to select the necessary tasks  and click on the '''Change''' button:


https://s.pfx.so/pf/xL/CArqzF.jpg
https://s.pfx.so/pf/fI/S31liO.jpg
   
   


Line 20: Line 20:
For the event '''Task merged with another task''' you can launch a [[Scripts|script]] to perform various operations:
For the event '''Task merged with another task''' you can launch a [[Scripts|script]] to perform various operations:


https://s.pfx.so/pf/ra/U96yer.jpg
https://s.pfx.so/pf/O5/NFKFyZ.jpg




Line 34: Line 34:
*After the merge, a corresponding entry will appear in the task action feed:
*After the merge, a corresponding entry will appear in the task action feed:


https://s.pfx.so/pf/Sf/phCLCG.jpg
https://s.pfx.so/pf/W6/vw0tzo.jpg




In the merged task, comments will be arranged chronologically. The comments that were transferred from another task will contain information about this action:
In the merged task, comments will be arranged chronologically. The comments that were transferred from another task will contain information about this action:


https://s.pfx.so/pf/PN/sIaivS.jpg
https://s.pfx.so/pf/0V/uGXgb3.jpg





Revision as of 08:05, 14 February 2024

Tasks in Planfix can be merged. In the task list, you need to select the necessary tasks and click on the Change button:

S31liO.jpg


Then select the Merge option and choose which of the tasks you want to merge into:

3mtfN1.jpg


Please note, the "Don’t notify about changes" option is available exclusively to Account Administrators.

For the event Task merged with another task you can launch a script to perform various operations:

NFKFyZ.jpg


Please note that the script is triggered in the task into which the merging has occurred.

Important

  • To merge tasks, you need the right to edit the tasks being merged.
  • Merging tasks is an irreversible process:

phCLCG.jpg


  • After the merge, a corresponding entry will appear in the task action feed:

vw0tzo.jpg


In the merged task, comments will be arranged chronologically. The comments that were transferred from another task will contain information about this action:

uGXgb3.jpg


Go To