Planfix Basic Course: A Free 13-Module Learning Path
The Planfix Basic Course is a free learning path in Planfix Academy for people who want to learn the whole system, not just one section of it. It is made up of 13 modules and 98 lessons covering tasks, comments, projects, contacts, planners, directories, data tags, reports, custom fields, processes, Gantt charts, email settings and workspaces.
This post is a short overview of the learning path: who it is for, what it covers and how to start. The lessons themselves live in Planfix Academy, so you can go straight there whenever you are ready.
- Level: Beginner
- Lessons: 98, in 13 modules that open one after another
- Price: free
- Certificate: yes, after you finish the path
Who this course is for
The Basic Course is for new Planfix users who want the full picture: employees who already work in a company account, managers who set work up for a team, and anyone who has finished a short introductory course and wants more depth. No previous experience is needed. The path starts with tasks and task management, where all work in Planfix begins, and only then moves on to projects, reports and account settings.
What you’ll learn
- How tasks work in detail: fields, roles, checklists, subtasks, reminders, periodic and sequential tasks.
- How to discuss work in task comments: replies and quotes, hidden comments, time spent and tasks created from a comment.
- How to structure work in Planfix projects and keep your client base in contacts and companies.
- How to build your own views of work in Planfix planners and your own reports and charts.
- How to set up Planfix for your company: custom fields, directories, processes with scripts and buttons, email settings and workspaces.
Course content: 13 modules, 98 lessons
- Tasks (13 lessons). Task fields, task roles, checklists, operations with comments, files, reminders, additional panels, subtasks, periodic and sequential tasks, and links between tasks.
- Working with comments (10 lessons). Commenting on a task, hidden comments, replies and quoting, creating tasks from comments, changing a task’s status, time spent and a list of your own actions.
- Projects (13 lessons). Project groups and subprojects, the project card, project roles, project access for clients, project and task templates, project filters, bulk actions and project email addresses.
- Contacts (11 lessons). Contact cards and templates, access to contacts, contact filters and groups, working with clients through email, restrictions, the dashboard and notifications for contacts.
- Planners (6 lessons). What a planner is, how to create one, types of planner lists, how to select the planner you need and how to synchronize planner lists.
- Directories (7 lessons). How to create a directory, access to directories, archived and deleted entries, system directories, and adding information from a directory to a comment.
- Data tags (4 lessons). What data tags are, how to add them to a task and how to create your own data tag.
- Reports (8 lessons). What reports are, how to create one, and the five steps of the report wizard: general information, report display, selection parameters, charts and graphs, and managing access.
- Custom fields (6 lessons). Custom fields in task templates, access to custom fields, mandatory fields, and the differences between data tags and custom fields.
- Processes (4 lessons). Processes, scripts and buttons.
- Gantt charts (6 lessons). Links between tasks, showing tasks from different projects in one chart, grouping tasks by assignee, and the baseline plan.
- Email settings (6 lessons). Types of email addresses in Planfix, rules for converting emails into tasks, external email addresses and notifications for external contacts.
- Workspaces (3 lessons). What workspaces are, creating a workspace, and setting up workspaces for external users.
How to take the course
The learning path runs on the Planfix Academy website, where all 98 lessons live. Open the Basic Course, sign in to Planfix Academy and start with the first module: the next module opens when you finish the previous one, your progress is saved between sessions, and the whole path ends with a lesson called “Congratulations!”.
What to take next
If 98 lessons feel like a lot to begin with, start with Day one with Planfix, a free course of 10 lessons on the everyday basics, and come back to this path afterwards. After the Basic Course, take How do I begin implementing Planfix? if you are the person bringing Planfix to a company, or Setting up email with Planfix for a closer look at email. Don’t have an account yet? Sign up for Planfix and go through the lessons in your own workspace.
