Planfix in 3 Minutes: A Free Course on Every Section
Planfix in 3 Minutes is a free Planfix Academy course that gives a brief overview of the capabilities of each section of Planfix. It is the newest course in the academy: 16 short videos, each one about a single part of the system, from the anatomy of a task to artificial intelligence.
This post is a short overview of the course: 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: 16 short videos
- Price: free
- Certificate: no
Who this course is for
The course is for people who want to see the whole of Planfix before going deep into any one part of it: new users deciding where to start, and teams looking the system over before they commit to it. The level is Beginner, so the lessons stay at the level of an overview rather than detailed setup. Everything in Planfix is built around tasks and task management, and the course follows that order — after a short introduction it starts with the anatomy of a task and then moves section by section.
What you’ll learn
- What a Planfix task is made of, and what checklists, recurring tasks and sequential tasks add to it.
- What the main sections are for: the Chronicle, a Planfix planner, projects and subprojects, objects and statuses.
- Which parts of Planfix take work off your hands: processes and scripts, automated reports and Planfix AI.
- How communication across channels is collected in one window.
Course content: 16 lessons
- Introduction. The opening video of the course.
- Task Anatomy. What a task in Planfix is made of.
- Chronicle: Managing Notifications. The Chronicle section and managing notifications in it.
- Planner: Workload Control. The Planner section and keeping workload under control.
- Data Tags in Tasks. Data tags and where they sit inside a task.
- Automated Reports. Reports that Planfix produces automatically.
- Checklists and Decomposition. Checklists, and breaking bigger work into smaller pieces.
- Recurring Tasks. An overview of tasks that recur.
- Sequential Tasks. Tasks that go one after another.
- Projects and Subprojects. How projects and subprojects are arranged.
- Objects and Statuses. Objects in Planfix and their statuses.
- Scripts. An overview of scripts in Planfix.
- Directories and Quick Replies. What directories and quick replies are for.
- Omnichannel Communication: Everything in One Window. Communication across channels, brought together in one window.
- Artificial Intelligence in Planfix. An overview of artificial intelligence in Planfix.
- Conclusion. The closing video of the course.
How to take the course
The course runs on the Planfix Academy website, where all 16 lessons live. Sign in to Planfix Academy, open Planfix in 3 Minutes and watch the videos in order, starting with the introduction. Your progress is saved, so you can stop after any lesson and pick the course up later.
What to take next
A quick tour tells you what Planfix has; the next step is doing the work in it. Continue with Day one with Planfix, a free course of 10 lessons for new users, and then with the Basic Course, which covers tasks, comments, projects, contacts, planners and reports in more detail. If you are the one bringing Planfix to your company, take How do I begin implementing Planfix? as well. Don’t have an account yet? Sign up for Planfix and watch the lessons with your own workspace open next to them.
