Basic Planfix actions

Where to see a list of your tasks

• The Planner section: When you log in to Planfix, you are brought to your Summary planner, where you can see your tasks by day, easily set tasks for the necessary day/time, and delegate tasks
• The Tasks section:
  • Inbox - tasks assigned to you
  • Outbox - tasks you have assigned
• The Projects section:
  • You can see tasks across specific projects

Accepting a task

Tasks will be assigned to you. Each task must be accepted:

• If you get an email about a new task, you can click Accept right in the email
• If you are on Planfix:
  • you will see a new event in your Activity Chronicle (the first list in the Summary Planner) and you will open the task and click Accept;
  • or you can go to the Tasks - Inbox - New section, go to the new task, and click the Accept button