Select project by word following the tag

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If you select this type of action, the project will be selected automatically, by the word, following the tag. Using this option requires you to be careful: if the word after the tag is not unique to objects of this type, you can accidentally place the task in the wrong project.


Rule example:

  • If Message subject includes tag #, then Select project by word following the tag


Imagine that you have two projects for different organizations, with the names:

  • Documentation work on object "Jonathan-construction"
  • Work for Jonathan Tennison


In this case:

  • Proper use - #Jonathan-construction or #Tennison. This allows you to choose the project you expect clearly .
  • Improper use - #Jonathan. You do not know what which project Planfix chooses, because both fit the condition.


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