Chat view: Difference between revisions

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Planfix chat isn't a traditional chat platform between people — instead, it displays messages between users for different tasks. With the Chat display, the task comment feed looks like messages in an instant messenger:
{{#seo:
|title=Chat view
|titlemode=append
|keywords=planfix, task, actions, chat, chat in a task
|description=Chat
}}


https://s.pfx.so/pf/SW/EjkZza.png
The [[Task comment feed|task comment feed]] looks like a message feed in a messenger:
 
https://s.pfx.so/pf/zE/zmJkN5.jpg
You can view task data (task description, task fields, and checklist) without scrolling through the comment feed:
Switch the comment feed to Chat in any task by doing the following:
https://s.pfx.so/pf/Gp/AZP7XS.gif
 
In the Chat view, the tasks have a "Pinned comments" panel. You can open this panel by clicking on the push-pin icon :
https://s.pfx.so/pf/Du/4VLJQ7.jpg
https://s.pfx.so/pf/zR/zrd2gs.png
 
You can view task data (description, additional fields, and checklist) without scrolling through the comment feed:
 
https://s.pfx.so/pf/jX/F9H5gR.gif
 
With Chat view enabled, tasks have an additional panel: Pinned comments. This panel can be opened by clicking the icon in the panel or the task heading:
 
https://s.pfx.so/pf/a7/l8yYGk.png
 
Pinned comments are opened on the side panel:
Pinned comments are opened on the side panel:
 
https://s.pfx.so/pf/YR/rcXDkJ.jpg
To quickly send a comment, press Ctrl+Enter, and if you need to write a longer comment, expand the text editor:  
https://s.pfx.so/pf/4x/kWEy7O.png
https://s.pfx.so/pf/UU/6HtH0N.gif
 
Press Ctrl+Enter to send a comment:
 
https://s.pfx.so/pf/iy/6uisnp.gif
 
If you need to write a longer comment, you can expand the editing area:
 
https://s.pfx.so/pf/JY/DKOaOg.gif
 
You can open the editing toolbar as needed:
 
 
https://s.pfx.so/pf/18/Af0ZbX.gif
 
 




Revision as of 14:57, 27 March 2024

The task comment feed looks like a message feed in a messenger: zmJkN5.jpg You can view task data (task description, task fields, and checklist) without scrolling through the comment feed: AZP7XS.gif In the Chat view, the tasks have a "Pinned comments" panel. You can open this panel by clicking on the push-pin icon : 4VLJQ7.jpg Pinned comments are opened on the side panel: rcXDkJ.jpg To quickly send a comment, press Ctrl+Enter, and if you need to write a longer comment, expand the text editor: 6HtH0N.gif


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