Simple planner list

A simple list in the Planner is a type of list intended for quickly recording tasks, notes, ideas, or activities that are not tied to anything specific.

Navigation

• The difference between a simple list and a list with conditions
• How to create a simple list
• How to work with simple lists

The difference between a simple list and a list with conditions

The main difference from standard lists in the planner is the lack of conditional filters. The toggle switch is inactive:

Standard lists (with conditional filters enabled) are a tool for more deliberate task management in Planfix:

How to create a simple list

• Create a Planner for Kanban::

• Add a list::

• Add ideas or tasks to the list that need to be done:

How to work with simple lists

The working algorithm is as follows:

• Add tasks to the simple list.
• Plan who will complete these tasks, when, and in what order.
• Move the tasks to a standard list to assign them for work.

The task adopts the specified attributes of the list to which it was moved.

Go To

• Types of planner lists
• Planner