System settings
System settings are essential for working in Planfix. They apply to the entire account. You can find these settings in the Account management - System settings section:
System settings include the following sections:
Company settings
On this tab, you will find the main settings that affect the work of your company in PlanFix:
- Organization name
- Name display
- Date format for new employees
- Time format for new employees
- Contacts with Planfix access
Organization name
Add the name of the organization, workgroup, or team.
Name display
This setting affects the display format of employees' and contacts' first, last, and middle names. Specify the required settings according to your team's communication standards.
Date format for new employees
The selected date format is set by default in employee and contact cards. This setting affects how the date is displayed in the Planfix interface and notifications: US date format: 02/02/2022 European date format: 02-02-2022 Important: Employees can change the date format on their user card.
Time format for new employees
You can set the default format for the time display in the Planfix interface for employees: 13:00 or 1:00 PM.
Contacts with Planfix access
This setting directly affects the ability of contacts with Planfix access to see comments in task chats:
- See all unhidden comments in tasks and contact cards available to them. Contacts will see all non-hidden comments, even if they haven't been notified.
- See only the comments they were explicitly notified about. Contacts will only see comments they have been notified expressly about.
Interface
The settings on this tab relate to the appearance of your Planfix account:
Color scheme
With this setting, you can define custom colors for the user interface or use predefined combinations:
- 1.How it will look
- 2.Fine-tuning
- 3.Ready-made scheme options
Note:
- The color scheme settings are available for all paid and Premium Planfix accounts.
- Each workspace can have its color scheme.
Image at login
You can select an image for the login page. Click on the settings field to set an image:
Important: The administrator configures the appearance of the login page at the account level. The image is displayed to all employees and contacts with Planfix access.
Old default view of the activity feed
This setting affects the default display of the activity feed in the account. Each user can personalize the feed view on their employee card. There are currently two feed display options:
- Old: The communication feed looks more like a chat.
- Chat: Communication about tasks is similar to a messenger.
Click on the desired option to change the view.
Logo
The system allows you to replace the default Planfix logo with your company logo. Select the Company logo setting and add the desired file to do this. The logo setting is supported for the Business and Corporate price plans.
You can also add your logo on the login page. Set up your domain in Planfix to activate this feature:
Tasks
The settings on this tab are related to the due dates of the tasks and their display in the Gantt chart:
- Task due date
- Successor dates in the Gantt chart
- Automatically mark checklist items when changing the task to "Ready for Review" or "Complete"
- Allow the subtask due date to be greater than the parent task due date
- Shift the due date of a parent task when changing the subtask due date
Task due date
Each task has two due dates:
- Planned due date
- Actual completion date
Depending on your business process, changing the planned due date to the actual completion date may or may not be necessary. Set the appropriate option according to your needs.
Successor dates in the Gantt chart
This setting affects the display of tasks in the Gantt chart. If the setting is selected:
- Successor task dates set according to manually set dates: The follow-up task isn't moved in the chart and starts at the manually set time, even if its predecessor finishes earlier than expected.
- Successor task dates depend only on predecessor task dates: The date of the follow-up task is calculated from the completion date of the predecessor task plus the delay. The manually set date isn't taken into account.
Automatically mark checklist items when changing the task to "Ready for Review" or "Complete"
This setting affects the system behavior when a task is marked with the system status Ready for Review or Complete. The automatic checklist is enabled by default, meaning that:
- When switching to Ready for Review or Complete, all checklist items for the task are automatically marked as completed.
- Sub-tasks that are displayed in the checklist aren't affected by this.
- When you switch to Complete status, a window asks whether the subtasks should be marked as completed. This question is only asked when the status is changed in the system interface. In this case, the user can choose whether to complete the subtasks.
- If a checklist item is marked as not done, the task is automatically reset to the status In progress or another status that was defined for the transition of the Accept button.
If the setting is set to Disabled:
- When changing the task to Ready for Review, a question about marking all checklist items as done will appear.
- When changing the task to Complete, a question about marking all checklist items as complete and completing subtasks (if any) will appear.
- Dialog windows will only be shown if the user changes the status in the interface, where such a question can be asked.
- If a checklist item is marked as not done, no automatic operations will be performed with the task.
Allow the subtask due date to be greater than the parent task due date
Activate this setting if it's essential for your process that subtasks can be completed later than the parent task. For example, the parent task "Sales tax report for Q3" should be completed by October 25, while the subtask "Tax payment" should be completed by December 25.
Shift the due date of a parent task when changing the subtask due date
If this setting is activated, the completion date of the parent task changes automatically if the completion dates of the subtasks exceed the specified deadlines.
This option is only displayed if the setting Allow the subtask due date to be greater than the parent task due date is deactivated.
Behavior
The settings on this tab affect the behavior of comments in the task and contact activity feeds:
Quoting
When you quote a comment, the input cursor is below the quote by default. You can move the cursor over the quote text by activating the Text above quote setting. This option is more convenient when communicating in Planfix with users who receive your comments by email.
Likes
This setting lets you enable or disable the ability to mark comments with a heart icon. Likes are enabled by default, but account administrators can disable them if they get in the way of employees' work.
Other settings
Quick replies
If you activate this feature, you can call up the directory of quick replies with the Asterisk:
How to activate the feature:
- Activate the Quick replies checkbox
- Select the appropriate directory in the Quick replies directory field. Create it if necessary.
- Specify which field of the directory should be displayed in the Field with response text.