Actions: Difference between revisions

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*[[What do different comment colors mean?]]
*[[What do different comment colors mean?]]
*[[How do I comment on a task?]]
*[[How do I comment on a task?]]
*How do I add information from a directory to a comment?
*[[How do I add information from a directory to a comment?]]
*Hidden (private) comments
*Hidden (private) comments
*How do I change a task's status?
*How do I change a task's status?

Revision as of 22:29, 19 August 2020

Actions (comments) are a fundamental item for working in Planfix. All actions take place in tasks. All saved actions are attached to a task and can be viewed in the action feed (comment feed) of the task's card. Any number of actions can be added to a task.

Planfix has two interfaces for working with actions. Here is how you can switch between the modern and classic feed displays:


kEMsZF.png


Please note

You can find screenshots and examples of how to use both the classic and modern interfaces in the help section.


Basic operations


Useful links


Useful links

  • What do different comment colors mean?
  • How do I comment on a task?
  • How do I add information from a directory to a comment?
  • Hidden (private) comments
  • How do I change a task's status?
  • How do I link coworkers to a task?
  • How do I remove coworkers from a task?
  • How do I attach files to a task?
  • How do I change a task's completion date?
  • How can I indicate time spent on a task (time tracking)?
  • How can I set a reminder about a task for a certain time?
  • Can I add several items to a single comment?
  • How can I view a list of an employee's actions?
  • How can I view a list of my actions?
  • How can I add comments by email?


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