Tasks
From Planfix
Tasks are the fundamental units of Planfix. In our Planfix's philosophy, tasks play several roles: they are Events, Meetings, Discussions, and any other entities that are essential to your business. Tasks must have a creator and a name; the remaining fields are optional.
Tasks are generally created within a project. However, this isn't mandatory: it's perfectly normal to have a task without a project. Tasks can be moved into any available project after they have been created, or they can be moved from one project to another.
General information
- Task creation / editing form
- Subtasks
- A separate task for each assignee
- Task templates
- Task filters
- Gantt diagram and relations between tasks
- Customizing the appearance of the task when creating / editing
- Setting the appearance of task while viewing
- Custom (configurable) task fields
- Sequential tasks
- Variables in task templates
- Importing tasks
- Task cards
- How do I create a new task?
- Task number
- Task statuses
- Custom task statuses
- Checklists
- Subtasks
- Separate tasks for each assignee
- Task templates
- Templates for automatic tasks for new employees
- Task filters
- Gantt charts and connections between tasks
- Configuring how tasks look
- Custom task fields
- Sequential tasks
- Variables in task templates
Roles and access to task
- Task assignees
- Task participants
- Task auditor
- Task access
- Tables with task access, by role
- How do I restrict task access?
- How do I get notifications about new tasks?
Useful links
- Mass actions on tasks
- Tasks without mandatory result checking
- Summary task
- How to add a comment to the task?
- How do I attach a file to the task?
- What is the constraint on nesting tasks?
- Can I move subtasks between tasks?
- What does color of the task mean?
- How can I quickly find the right task?
- How can I filter out the necessary tasks?
- Where did the task list disappear?
- How to restore a deleted task?
- How to prioritize tasks?
- How can I see the history of work on the task?
- Why I do not receive notifications for the task?
- How to keep track of work time for the task?
- How to add a new variable, field, requisite to the task?
- Assigning tasks by email
- E-mail address of the task
- How do you assign a task to a user from a different Planfix account?
- How to remove yourself from the task assignees?
- Defining the task assignee in a competitive mode
- Manual task sorting
- Bulk task actions
- Tasks without mandatory result checking
- Summary tasks
- What is the restriction on nesting tasks?
- Can I move subtasks between tasks?
- What does a task's color mean?
- How quickly can I find the task I need?
- How can I restore a deleted task?
- How do I create a recurring task?
- How do I prioritize tasks?
- How do I view task work history?
- Why am I not receiving notifications about a task?
- How do I assign a task by email?
- Task email addresses
- How do I assign a task to a user from a different Planfix account?
- How do I delete myself from a task's assignees?
- Determining a task's assignee with competitive assignment
- Manual task sorting