Default task template: Difference between revisions
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Default template settings for employees: | Default template settings for employees: | ||
<screenshot> | <screenshot> | ||
Default template settings for contacts with Planfix access: | Default template settings for contacts with Planfix access: | ||
<screenshot> | <screenshot> | ||
These settings have the following limitations: | 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 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. | *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. | ||
Revision as of 04:40, 7 June 2020
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.
Default template settings for employees:
<screenshot>
Default template settings for contacts with Planfix access:
<screenshot>
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.