Default task template: Difference between revisions
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In the [[Settings in user cards | settings of an employee's card]] or the [[External users | card of contact with Planfix access]], you can select a [[Task templates | template]] that will be used to create [[tasks]]. | In the [[Settings in user cards | settings of an employee's card]] or the [[External users | card of contact with Planfix access]], you can select a [[Task templates | template]] that will be used to create [[tasks]]. | ||
==Personal employee settings== | == Personal employee settings == | ||
*Open the employee’s card. | *Open the employee’s card. | ||
*Go to '''Settings''' — '''Personal settings''' — '''Templates'''. | *Go to '''Settings''' — '''Personal settings''' — '''Templates'''. | ||
Revision as of 09:22, 30 September 2025
In the settings of an employee's card or the card of contact with Planfix access, you can select a template that will be used to create tasks.
Personal employee settings
- Open the employee’s card.
- Go to Settings — Personal settings — Templates.
- In Default object (template), select the template that should be shown to the employee by default when they create a Task:
Default template settings for contacts with Planfix access:
These settings have the following limitations:
- The settings apply to tasks created using methods that don't override the template, such as creating a task using the Plus sign in the main menu. If a task is created in a task filter or planner list that contains selection criteria for a certain task template, then the template in the selection criteria will be used and the default task template will be ignored.
- The selection criteria template will be the template indicated in the window for creating a task, but the user creating the task can change it to a different template available to them by selecting a new one from the list.