Tasks

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Task is the basic information unit in Planfix. In our ideology, the task performs many roles - this is the event, and the discussion, and any other entity that your business needs. The task necessarily has an author and a name, the other of its requisites are optional. We are working on giving you the opportunity to customize the look and content of tasks in your Planfix.

Typically, the task is created within a project. But this is not a prerequisite - it is quite normal that the system has tasks without a project. Even after creating it, any task can be placed in any of the available projects or transferred 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 (configurable) 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

• Successive tasks

• Variables in task templates

Roles and access to task

• Task assignees

• Task participants

• Task auditor

• Task access rights

• Role and access to task table

• How to restrict access to the task?

• Who will be notified about the new task?

Useful links

• Mass actions on tasks

• Task without mandatory result check

• 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?

• How to set task via email?

• E-mail address of the task

• How do I assign a task to a user of another Planfix account?

• How to remove yourself from the task assignees?

• Defining the task assignee in a competitive mode

• Manual task sorting

Go To

• Description of opportunities