Tasks: Difference between revisions
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* [[Custom (configurable) task fields]] | * [[Custom (configurable) task fields]] | ||
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* [[Variables in task templates]] | * [[Variables in task templates]] | ||
Revision as of 01:55, 25 June 2019
A task is the basic information unit in Planfix. In our ideology, this one performs many roles - this is the event, and the discussion, and any other entity that your business needs. The task necessarily has an author and a name, the other of its requisites are optional. We are working on giving you the opportunity to customize the look and content of tasks in your Planfix.
Typically, the task is created within a project. However, this is not a prerequisite - it is entirely reasonable that the system has tasks without a project. Even after creating it, any task can be placed in any of the available projects or transferred from one project to another.
General information
Roles and access to task
Useful links