Adding and Editing Tasks
Our Tasks system in Plannr has been recently updated! More general information about Tasks is available here. Adding a Task In Plannr, you can add tasks from multiple locations: From the Quick Actions in the Dashboard From the Client, Plan or Case (https://storage.crisp.chat/users/helpdesk/websiSome readersBulk Actions - Tasks
You're now able to carry out Bulk Actions on all tasks within your Plannr site. This article will outline how you can carry these out. For this article, we're going to focus on the main My Tasks area, however Bulk Actions are available in the following task areas: Dashboard My Tasks (as explained in this article) Within a Contact Work Tasks Within a Plan Work Tasks Within a Case Work Tasks Accessing the Tasks Area To access the main Tasks area, go to 'My TasFew readersFiltering Tasks
Our Tasks system in Plannr has been recently updated! More general information about Tasks is available here. In My Tasks you can filter to narrow down the tasks you are looking for. Go to the My Tasks tab on the left hand side of any screen in Plannr. Here you can see the main taskboard. Plannr will automatically apply a filtFew readersGeneral Overview of Tasks
In Plannr, Tasks are an easy way to keep track of what needs to be done. From your Dashboard you can see any upcoming tasks at a glance. Using the icons at the top, you can switch between tasks with or without a due date, and between list view and calendar view. To view all your tasks, click on My Tasks from the left hand side menu. (https://storage.crisp.chat/usSome readersSubtasks and Triggered Tasks
Our Tasks system in Plannr has been recently updated! More general information about Tasks is available here. In Plannr, Tasks can have Subtasks and Triggered Tasks. Sub Tasks In Plannr, a Subtask is a task within a task. You can see if a task has any subtasks from the My Tasks page via the icon on each task (highlighted below). (https://storage.crisp.chat/users/helpdesk/website/bdf40a6bb04fd800/cleanshot-2024-07-02-at-10Few readers