Master your task management:
from overwhelming chaos to productive order

Planfix turns any item that requires your attention into a task, idea, assignment, or agreement. These tasks are seamlessly organized in a calendar, delegated to team members, and sorted into projects and queues. This enables you to focus on your main tasks while keeping a clear overview of all ongoing tasks.

Planfix stands out
from the rest

Planfix stands out from the rest.

It may not be obvious at first, but Planfix’s advanced task management features help it stand out from other cloud based systems in a fundamental way.

Planfix Ideology

Differentiate Strategic Tasks from Routine

Often, we find that all our efforts are focused on routine tasks, leaving little time for important ones. With Planfix, users can employ various priority systems, such as the straightforward "1-2-3" method, the Eisenhower matrix, or a personalized approach. Categorizing tasks by type simplifies workflow management and allows you to schedule enough time for strategic tasks.

Prioritize Your Work According to Your Preferences

If the default priority system doesn't suit your needs, you can create a customized one. For instance, a Planfix user once organized their tasks into four separate queues to improve their workflow.

Application Interface
He added a "Priority level" field to his tasks,
using queue names as the priority levels
Whenever a task is moved between lists,
the value in the "Priority level" field automatically
updates to reflect the corresponding queue
The task lists for each queue are displayed
in the Planner. Each list has its own filter conditions,
such as "Priority = Urgent"

Assignment Management

When assigning a task, set the completion date to ensure it appears in the performer's calendar and aids in their work planning. If the task is not completed on time, you will receive a notification
regarding it:

Application Interface
Overdue tasks will be highlighted in red,
and you will receive a notification
alerting you to the delay
The calendar will display tasks
for the day, week, or month

Additional Management Capabilities

Never forget another task with automatic checks and alerts. You can add reminders to individual tasks or establish general rules for tasks of a particular type. It is also possible to set reminders for all tasks across the board.

Application Interface
Set an automated reminder to prevent
employees from forgetting critical tasks
Learn more about Reminders

Automated Task Distribution

Planfix can distribute tasks evenly among employees in a department. So, for instance, it's possible to "distribute" new requests to the sales or support team:

Application Interface

Employee Workload Planning

In Planfix, tasks can be displayed in various formats to provide a comprehensive overview of employee workload. This feature simplifies workload management, as tasks can be easily moved and prioritized on the screen.

Try how it works
Move a task between lists
New Request
TRADE-IN Requests

Request 362 Mercedes-Benz E-class coupe 2015

Status New Request In Work Inspection
Assignees:
Model: E
Brand: Mercedes-Benz
Year of production: 2015
Engine displacement: 2625
Color: Red
Upholstery: Leather
Mileage: 77 811
TRADE-IN Requests

Request №361 / Toyota Corolla
2018

Status New Request In Work Inspection
Assignees:
jpg
Model: Corolla
Brand: Toyota
Year of production: 2018
Engine displacement: 1 625
Color: White
Upholstery: Velvet
Mileage: 25 101
In Work
TRADE-IN Requests

Request 372 Volkswagen Up 2014

Status New Request In Work Inspection
Assignees:
jpg
Model: Up
Brand: VW
Year of production: 2014
Engine displacement: 1 300
Color: Blue
Upholstery: Velvet
Mileage: 86 236
TRADE-IN Requests

Request 321 BMW 116d 2013

Status New Request In Work Inspection
Assignees:
Model: 116d
Brand: BMW
Year of production: 2013
Engine displacement: 1 795
Color: Red
Upholstery: Alcantara
Mileage: 139 146
Inspection
TRADE-IN Requests

Request 332 BMW 118d 2013

Status New Request In Work Inspection
Assignees:
Model: 118d
Brand: BMW
Year of production: 2013
Engine displacement: 1 995
Color: White
Upholstery: Velvet
Mileage: 103 076
TRADE-IN Requests

Request 356 Mercedes-Benz A180 2015

Status New Request In Work Inspection
Assignees:
Model: A180
Brand: Mercedes-Benz
Year of production: 2015
Learn more about Planners

The Planfix calendar can detect potential scheduling conflicts, so you can take preventive measures in advance to avoid possible issues:

Interaction with the application interface

You can schedule employee workload daily:

Interaction with the application interface

Or by the hour:

Interaction with the application interface

Everyone Knows What to Do

Employees can view their assigned tasks in a simple and user-friendly interface. Of course, the employer can control the complexity of the interface, but it's usually kept simple. For instance, employees can access a list of tasks grouped by status, allowing them to track new and ongoing tasks easily:

Application Interface

A calendar of requests to be completed:

Interaction with the application interface

For field workers or warehouse clerks who may not have access to technology, online task management can be simplified with a single list of tasks or work orders:

Interaction with the application interface

One of the critical differentiators between Planfix and other task management systems is its user-friendly interface, which allows for the easy creation of task lists, calendars, and schedules without the need for special skills or programming knowledge.

Tracking Progress and Intermediate Results

You'll receive instant notifications about any issues or delays so you can take corrective action immediately rather than discovering the problem after a task is already overdue.

The task assignee adds comments to the task as soon as a question arises or part of the work is completed.
Interaction with the application interface
The task assigner views comments, responds to questions, and manages task progress to completion.

Time Tracking for Tasks and Projects

Employees can manually enter their elapsed time or use a timer to track their progress:

Application Interface

Planfix tasks management tool displays the time spent on a task or project as a whole:

Interaction with the application interface

Automatically generate an invoice for the client:

Interaction with the application interface

And the payroll report:

Interaction with the application interface

Time Tracking Your Way

Like other Planfix features, time tracking can be customized to your needs. For example, you can integrate your directories or set a fixed rate for each client.

Application Interface
Learn more about Time tracking

Employee Performance Reports and Analysis

There are standard reports that show employee performance:

Interaction with the application interface

In addition to the standard reports, you can create your own in Planfix task management software. The process is simple and intuitive, similar to creating a spreadsheet in Excel. You can select the specific information you want to include in the report:

Interaction with the application interface

Reminders Keep Things from Being Forgotten

If you're afraid of forgetting important tasks, just add a reminder in Planfix, and the platform will notify you at the desired time:

Interaction with the application interface

Just click on the reminder in your phone or browser, and you'll be redirected to the appropriate task in Planfix, where you can take the necessary action:

Interaction with the application interface

Recurring Tasks Free Up Time

Create recurring tasks for routine situations, such as preparing a quarterly report or paying rent. The assignee will automatically receive these tasks at the specified time and frequency, allowing you to save time and streamline workflow.

Interaction with the application interface

Making It Convenient to Work from Your Cell Phone

Planfix offers a fast and intuitive mobile app that makes communicating, assigning tasks, and tracking project progress easy:

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