Default task template: Difference between revisions
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*Go to '''Settings''' — '''Personal settings''' — '''Templates'''. | *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: | *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 | == Default object (template) for contacts with Planfix access == | ||
https://pic.planfix.ru/pf/dV/t8qqCt.png | https://pic.planfix.ru/pf/dV/t8qqCt.png | ||
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*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 filters | 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 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 filters | 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 [[Access to task templates | template available to them]] by selecting a new one from the list. | *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 [[Access to task templates | template available to them]] by selecting a new one from the list. | ||
== Go To == | == Go To == | ||
Revision as of 09:32, 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 object (template) for contacts 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.