Default task template

In the settings of an employee's card or the card of contact with Planfix access, you can select a template that will be used to create tasks.

Personal employee settings

• Open the employee’s card.
• Go to Settings — Personal settings — Templates.
• In Default object (template), select the template that should be shown to the employee by default when they create a Task:

Default object (template) for contacts with Planfix access

Default template settings for contacts with Planfix access:

Impoertant

This setting applies to task creation methods that do not override the template. For example, creating a task via Create button in the main menu will use the employee’s default template.

If a Task is created from a task filter or a planner list that has a condition for a specific Task template, the template specified by that condition will be used, and the employee’s default template will be ignored.

The selected default template will be prefilled in the task creation window, but the user can switch to any other template they have access to by choosing from the list.

These settings have the following limitations:

• The settings apply to tasks created using methods that don't override the template, such as creating a task using the Plus sign in the main menu. If a task is created in a task filter or planner list that contains selection criteria for a certain task template, then the template in the selection criteria will be used and the default task template will be ignored.
• The selection criteria template will be the template indicated in the window for creating a task, but the user creating the task can change it to a different template available to them by selecting a new one from the list.

Go To

• Task templates
• Tasks
• Feature Description