Tasks: Difference between revisions

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*[[Assigning tasks by email | How do I assign a task by email?]]
*[[Assigning tasks by email | How do I assign a task by email?]]
*Task email addresses
*Task email addresses
*How do I assign a task to a user from a different Planfix account?
*[[How do you assign a task to a user from a different Planfix account? | How do I assign a task to a user from a different Planfix account?]]
*[[How do I delete myself from a task's assignees?]]
*[[How do I delete myself from a task's assignees?]]
*[[Determining a task's assignee with competitive assignment]]
*[[Determining a task's assignee with competitive assignment]]

Revision as of 00:23, 25 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


Useful links



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