Tasks: Difference between revisions

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* [[Gantt chart | Gantt diagram and relations between tasks]]
* [[Gantt chart | Gantt diagram and relations between tasks]]
* [[Customizing the task view | Customizing the appearance of the task when creating / editing]]
* [[Customizing the task view | Customizing the appearance of the task when creating / editing]]
* [[Displaying custom fields while viewing the task | Setting the appearance of task while viewing]]


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Revision as of 04:51, 18 July 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





Roles and access to task


  • Task assignees
  • Task participants
  • Task auditor
  • Task access
  • Tables with task access, by role
  • How do I restrict task access?
  • How do I get notifications about new tasks?


Useful links


  • Bulk task actions
  • Tasks without mandatory result checking
  • Summary tasks
  • What is the restriction on nesting tasks?
  • Can I move subtasks between tasks?
  • What does a task's color mean?
  • How quickly can I find the task I need?
  • How can I restore a deleted task?
  • How do I create a recurring task?
  • How do I prioritize tasks?
  • How do I view task work history?
  • Why am I not receiving notifications about a task?
  • How do I assign a task by email?
  • Task email addresses
  • How do I assign a task to a user from a different Planfix account?
  • How do I delete myself from a task's assignees?
  • Determining a task's assignee with competitive assignment
  • Manual task sorting


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