Task merging: Difference between revisions

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:Please note, the "Do not notify about changes" option is available exclusively to [[Planfix roles|Account Administrators]].
:Please note, the "Do not notify about changes" option is available exclusively to [[Planfix roles|Account Administrators]].


For the event '''Task is merged with another task''' you can launch a [[Scripts|script]] to perform various actions:
For the event '''Task is merged with another task''' you can launch a [[Scripts|script]] to perform various actions:
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https://s.pfx.so/pf/Sf/phCLCG.jpg
https://s.pfx.so/pf/Sf/phCLCG.jpg


*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:

Revision as of 10:10, 19 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:

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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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