Synchronizing planner lists: Difference between revisions
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Synchronization is a mode in which changing conditions in one list in the current [[planner]] results in | '''Synchronization''' is a mode in which changing conditions in one list in the current [[planner]] results in changes to conditions in other lists. For example, let's say you change the day on a calendar list. When synchronizing, other calendar lists in the current planner will automatically switch to that day, too. | ||
* '''Synchronizing mode''' can be enabled in the drop-down menu of the planner you're in: | * '''Synchronizing mode''' can be enabled in the drop-down menu of the planner you're in: | ||
https://pic.planfix.ru/pf/28/mwxP3j.png | https://pic.planfix.ru/pf/28/mwxP3j.png | ||
'''If there is a list you don't need to synchronize''', you can disable synchronization for that specific list: | |||
'''If there is a list you don't need to synchronize''', you can disable synchronization | |||
https://pic.planfix.ru/pf/xy/kJOU4l.png | https://pic.planfix.ru/pf/xy/kJOU4l.png | ||
==How synchronization works== | |||
Only changes to the filters in the task list are synchronized. When you edit a list, these changes are automatically applied to other synchronized lists within the same planner. | |||
'''The following changes to task filters are synchronized''': | |||
*adding a new condition | |||
*changing the condition type | |||
*modifying the condition operator | |||
*changing the condition value | |||
*removing a condition | |||
'''The following changes to task cards and the task card menu are synchronized''': | |||
*adding fields and operations | |||
*modifying fields and operations | |||
*removing fields and operations | |||
'''Important''': The entire task card is not synchronized. You cannot set up the appearance of a task card in one list and transfer those settings to another list via synchronization. | |||
==Practical use case== | |||
For example, you can display only tasks related to a specific project in a planner with multiple task lists. | |||
*Enable synchronization for the relevant task lists in the planner, as shown in the first screenshot. | |||
*Add a filtering condition to any of the synchronized lists: | |||
*The filter condition will automatically apply to all synchronized lists, filtering tasks based on the new condition: | |||
==Please note== | |||
Filter logic, sorting, grouping, header color, and other task list settings are not synchronized: | |||
Revision as of 13:02, 7 October 2024
Synchronization is a mode in which changing conditions in one list in the current planner results in changes to conditions in other lists. For example, let's say you change the day on a calendar list. When synchronizing, other calendar lists in the current planner will automatically switch to that day, too.
- Synchronizing mode can be enabled in the drop-down menu of the planner you're in:
If there is a list you don't need to synchronize, you can disable synchronization for that specific list:
How synchronization works
Only changes to the filters in the task list are synchronized. When you edit a list, these changes are automatically applied to other synchronized lists within the same planner.
The following changes to task filters are synchronized:
- adding a new condition
- changing the condition type
- modifying the condition operator
- changing the condition value
- removing a condition
The following changes to task cards and the task card menu are synchronized:
- adding fields and operations
- modifying fields and operations
- removing fields and operations
Important: The entire task card is not synchronized. You cannot set up the appearance of a task card in one list and transfer those settings to another list via synchronization.
Practical use case
For example, you can display only tasks related to a specific project in a planner with multiple task lists.
- Enable synchronization for the relevant task lists in the planner, as shown in the first screenshot.
- Add a filtering condition to any of the synchronized lists:
- The filter condition will automatically apply to all synchronized lists, filtering tasks based on the new condition:
Please note
Filter logic, sorting, grouping, header color, and other task list settings are not synchronized: