Tasks: Difference between revisions
From Planfix
No edit summary |
No edit summary |
||
| Line 1: | Line 1: | ||
Tasks are the fundamental units of Planfix. In our [https://planfix.com/philosophy/ Planfix's philosophy], tasks play several roles: they are Events, Meetings, Discussions, and any other entities that are essential to your business. Tasks must have a creator and a name; the remaining fields are optional. | |||
Tasks are generally created within a [[Projects | project]]. However, this isn't mandatory: it's perfectly normal to have a task without a project. Tasks can be moved into any available project after they have been created, or they can be moved from one project to another. | |||
Revision as of 23:25, 5 June 2020
Tasks are the fundamental units of Planfix. In our Planfix's philosophy, tasks play several roles: they are Events, Meetings, Discussions, and any other entities that are essential to your business. Tasks must have a creator and a name; the remaining fields are optional.
Tasks are generally created within a project. However, this isn't mandatory: it's perfectly normal to have a task without a project. Tasks can be moved into any available project after they have been created, or they can be moved from one project to another.
General information
- Import tasks
- Task card
- How to create a new task?
- Task creation / editing form
- Task number
- Task statuses
- Custom task statuses
- Check list
- Subtasks
- A separate task for each assignee
- Task templates
- Templates of automatic tasks for new employees
- Task filters
- Gantt diagram and relations between tasks
- Customizing the appearance of the task when creating / editing
- Setting the appearance of task while viewing
- Custom (configurable) task fields
- Sequential tasks
- Variables in task templates
Roles and access to task
Useful links
- Mass actions on tasks
- Tasks without mandatory result checking
- Summary task
- How to add a comment to the task?
- How do I attach a file to the task?
- What is the constraint on nesting tasks?
- Can I move subtasks between tasks?
- What does color of the task mean?
- How can I quickly find the right task?
- How can I filter out the necessary tasks?
- Where did the task list disappear?
- How to restore a deleted task?
- How to make a recurring task?
- How to prioritize tasks?
- How can I see the history of work on the task?
- Why I do not receive notifications for the task?
- How to keep track of work time for the task?
- How to add a new variable, field, requisite to the task?
- Assigning tasks by email
- E-mail address of the task
- How do you assign a task to a user from a different Planfix account?
- How to remove yourself from the task assignees?
- Defining the task assignee in a competitive mode
- Manual task sorting