Task processes: Difference between revisions
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==Important== | |||
'''This help article is outdated. Currently, processes are configured within the Object. We recommend using the [[Objects|Objects help documentation]] to set up business processes in your account. | |||
The following information is retained solely to support backward compatibility for processes set up in older Planfix accounts.''' | |||
A task process describes the life cycle of a task—its path from creation to completion. | A task process describes the life cycle of a task—its path from creation to completion. | ||
You can create new task processes or edit existing ones in '''Account management / Task processes''': | You can create new task processes or edit existing ones in '''Account management / Task processes''': | ||
https://pic.planfix.ru/pf/8Y/GwAu91.png | https://pic.planfix.ru/pf/8Y/GwAu91.png | ||
A process includes a status set, [[scripts]], and [[buttons]]: | A process includes a status set, [[scripts]], and [[buttons]]: | ||
https://pic.planfix.ru/pf/46/xA203m.png | https://pic.planfix.ru/pf/46/xA203m.png | ||
A process is selected in each task template: | A process is selected in each task template: | ||
https://pic.planfix.ru/pf/qL/bok2Po.png | https://pic.planfix.ru/pf/qL/bok2Po.png | ||
The tasks created with this template use the status set defined in the process and the [[scripts]] and [[buttons]] added to this process are applied. | The tasks created with this template use the status set defined in the process and the [[scripts]] and [[buttons]] added to this process are applied. | ||
== Limitations == | == Limitations == | ||
Processes are available with all plans, including the free plan. The number of processes that can be added to an account depends on the account's plan. | Processes are available with all plans, including the free plan. The number of processes that can be added to an account depends on the account's plan. | ||
Revision as of 13:51, 29 October 2024
Important
This help article is outdated. Currently, processes are configured within the Object. We recommend using the Objects help documentation to set up business processes in your account. The following information is retained solely to support backward compatibility for processes set up in older Planfix accounts.
A task process describes the life cycle of a task—its path from creation to completion. You can create new task processes or edit existing ones in Account management / Task processes:
A process includes a status set, scripts, and buttons:
A process is selected in each task template:
The tasks created with this template use the status set defined in the process and the scripts and buttons added to this process are applied.
Limitations
Processes are available with all plans, including the free plan. The number of processes that can be added to an account depends on the account's plan.