Tasks: Difference between revisions

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* [[How to add a new variable, field, requisite to the task?]]
* [[How to add a new variable, field, requisite to the task?]]


* [[How to set task via email?]]
* [[Assigning tasks by email]]


* [[How to add an external message to a task? | E-mail address of the task]]
* [[How to add an external message to a task? | E-mail address of the task]]

Revision as of 01:45, 29 November 2019

A task is the basic information unit in Planfix. In our ideology, this one performs many roles - this is the event, and the discussion, and any other entity that your business needs. The task necessarily has an author and a name, the other of its requisites are optional. We are working on giving you the opportunity to customize the look and content of tasks in your Planfix.

Typically, the task is created within a project. However, this is not a prerequisite - it is entirely reasonable that the system has tasks without a project. Even after creating it, any task can be placed in any of the available projects or transferred from one project to another.


General information


Roles and access to task


Useful links


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