Actions: Difference between revisions
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Comments (actions) 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 action feed view | modern]] and [[Classic action feed view | classic]] feed displays: | Planfix has two interfaces for working with actions. Here is how you can switch between the [[Modern action feed view | modern]] and [[Classic action feed view | classic]] feed displays: | ||
Revision as of 08:41, 23 October 2024
Comments (actions) 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
- Sending postponed comments
- Creating tasks from comments
- Adding comments to checklists
- Moving comments to different tasks
- Responding to comments
- Quick replies
- Search for a comment
Useful links
- What do different comment colors mean?
- How to comment on a task?
- How to add information from a directory to a comment?
- Hidden (private) comments
- How to change a task's status?
- How to link coworkers to a task?
- How to attach files to a task?
- How to change a task's completion date?
- How to indicate time spent on a task (time tracking)?
- How to set a reminder about a task for a certain time?
- Can I add several items to a single comment?
- How to view a list of an employee's actions?
- How to view a list of my actions?
- How to add comments by email?