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 analogous 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.
'''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 specifically for this list:


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:

mwxP3j.png

If there is a list you don't need to synchronize, you can disable synchronization for that specific list:

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:


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