Task merging: Difference between revisions

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*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:


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https://s.pfx.so/pf/fo/RuyEiI.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:


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https://s.pfx.so/pf/cD/HZwUNm.jpg





Revision as of 09:04, 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:

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

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Please note, the "Do not notify about changes" option is available exclusively to Account Administrators.

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

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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:

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

RuyEiI.jpg


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

HZwUNm.jpg


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