Tasks

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

• Importing tasks
• Task cards
• How do I create a new task?
• Task number
• Task statuses
• Custom task statuses
• Checklists
• Subtasks
• Individual tasks for each assignee
• Task templates
• Templates for automatic tasks for new employees
• Task filters
• Gantt charts and connections between tasks
• Displaying custom fields when viewing a task
• Custom task fields
• Sequential tasks
• Overdue task
• Tasks without mandatory result checking
• Summary tasks
• Variables in task templates
• Task merging
• General chat
• Dynamic blocks

Roles and access to task

• Task assigner
• Task assignees
• Task participants
• Task auditor
• Counterparty
• Permissions in Planfix
• Table with permissions for access to tasks, by role
• How to I restrict task access?
• Who gets notifications about new tasks?

Useful links

• Bulk task actions
• What kind of limit is there on task nesting?
• Can I move subtasks between tasks?
• What does a task's color mean?
• How quickly can I find the task I need?
• How to restore a deleted task?
• How to I create a recurring task?
• How to I prioritize tasks?
• How to 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

Go To

• Feature Description