System fields

System Fields are fields in tasks, contacts, and projects that cannot be changed in any way. They are used to making sure Planfix runs reliably. System fields cannot be edited, new ones cannot be added, nor can they be added to the set of fields.

How to give employees or contacts access to system fields:

• tasks
• contacts
• projects

Access to task system fields

To set up access to the system fields of tasks, go to Account management — Custom fields — Task fields — System fields:

Set the necessary access levels for employees or contacts:

Access to contact system fields

To set up access to the system fields of contacts, go to Account management — Custom fields — Contact fields — System fields:

Set the necessary access levels for employees or contacts:

Access to project system fields

To set up access to the system fields of projects, go to Account management — Custom fields — Project fields — System fields:

Set the necessary access levels for employees or contacts:

Important

An employee with the permissions to edit a system field will be able to change data in it in any task.

Go To

• Custom fields
• Main fields