Default task template: Difference between revisions
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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. | In the [[settings of an employee's card]] or the [[External users | card of contact with Planfix access]], you can select a template that will be used to create tasks. | ||
Revision as of 04:45, 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:
Default template settings for contacts with Planfix access:
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.