Tasks: Difference between revisions
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== General information == | == General information == | ||
* [[Import tasks]] | * [[Import tasks]] | ||
* [[Task card]] | * [[Task card]] | ||
* [[How to create a new task?]] | * [[How to create a new task?]] | ||
* [[Task creation / editing form]] | * [[Task creation / editing form]] | ||
* [[Task number]] | * [[Task number]] | ||
* [[Task statuses]] | * [[Task statuses]] | ||
* [[Custom (configurable) task statuses]] | * [[Custom (configurable) task statuses]] | ||
* [[Check list]] | |||
*[[Check list]] | |||
* [[Subtasks]] | * [[Subtasks]] | ||
* [[A separate task for each assignee]] | * [[A separate task for each assignee]] | ||
* [[Task templates]] | * [[Task templates]] | ||
* [[Templates of automatic tasks for new employees]] | * [[Templates of automatic tasks for new employees]] | ||
* [[Task filters]] | * [[Task filters]] | ||
* [[Gantt chart | Gantt diagram and relations between tasks]] | * [[Gantt chart | Gantt diagram and relations between tasks]] | ||
* [[Customizing the task view | Customizing the appearance of the task when creating / editing]] | * [[Customizing the task view | Customizing the appearance of the task when creating / editing]] | ||
* [[Displaying custom fields while viewing the task | Setting the appearance of task while viewing]] | * [[Displaying custom fields while viewing the task | Setting the appearance of task while viewing]] | ||
* [[Custom (configurable) task fields]] | * [[Custom (configurable) task fields]] | ||
* [[Sequential tasks]] | * [[Sequential tasks]] | ||
* [[Variables in task templates]] | * [[Variables in task templates]] | ||
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==Roles and access to task == | ==Roles and access to task == | ||
*[[Task roles]] | *[[Task roles]] | ||
*[[Table with permissions for access to tasks, by role]] | |||
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* [[Mass actions on tasks]] | * [[Mass actions on tasks]] | ||
* [[Tasks without mandatory result checking]] | * [[Tasks without mandatory result checking]] | ||
* [[Summary task]] | * [[Summary task]] | ||
* [[How to add a comment to the task?]] | * [[How to add a comment to the task?]] | ||
* [[How do I attach a file to the task?]] | * [[How do I attach a file to the task?]] | ||
* [[What is the constraint on nesting tasks?]] | * [[What is the constraint on nesting tasks?]] | ||
* [[Can I move subtasks between tasks?]] | * [[Can I move subtasks between tasks?]] | ||
* [[What does color of the task mean?]] | * [[What does color of the task mean?]] | ||
* [[How can I quickly find the right task?]] | * [[How can I quickly find the right task?]] | ||
* [[How can I filter out the necessary tasks?]] | * [[How can I filter out the necessary tasks?]] | ||
* [[Where did the task list disappear?]] | * [[Where did the task list disappear?]] | ||
* [[How to restore a deleted task?]] | * [[How to restore a deleted task?]] | ||
* [[How to make a recurring task?]] | * [[How to make a recurring task?]] | ||
* [[How to prioritize tasks?]] | * [[How to prioritize tasks?]] | ||
* [[How can I see the history of work on the task?]] | * [[How can I see the history of work on the task?]] | ||
* [[Why I do not receive notifications for the task?]] | * [[Why I do not receive notifications for the task?]] | ||
* [[How to keep track of work time for the task?]] | * [[How to keep track of work time for the task?]] | ||
* [[How to add a new variable, field, requisite to the task?]] | * [[How to add a new variable, field, requisite to the task?]] | ||
* [[Assigning tasks by 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]] | ||
* [[How do you assign a task to a user from a different Planfix account?]] | * [[How do you assign a task to a user from a different Planfix account?]] | ||
* [[How to remove yourself from the task assignees?]] | * [[How to remove yourself from the task assignees?]] | ||
* [[Defining the task assignee in a competitive mode]] | * [[Defining the task assignee in a competitive mode]] | ||
* [[Manual task sorting]] | * [[Manual task sorting]] | ||
Revision as of 04:09, 24 March 2020
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
- Import tasks
- Task card
- How to create a new task?
- Task creation / editing form
- Task number
- Task statuses
- Custom (configurable) task statuses
- Check list
- Subtasks
- A separate task for each assignee
- Task templates
- Templates of automatic tasks for new employees
- 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
Roles and access to task
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 make a recurring 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