Default task template

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 object (template) for a Contact with Planfix access

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.

Go To

• Task templates
• Tasks
• Feature Description