A 1-minute video and steps: edit comments in Planfix, delete and restore them, and read the comment log that keeps every change with its author.
A 3-minute video and steps: set up document numbering with prefixes in Planfix, number deals automatically and attach contracts from a Word template.
A 3-minute video and steps: eight checklist tips for Planfix, from keyboard shortcuts and copying a list to items that become separate subtasks.
A 3-minute video and steps: document management in Planfix, with folders, bulk actions, favorites, file versions and templates that fill themselves in.
A 2-minute video and steps: build a company structure in Planfix with workgroups and managers, so access to tasks and reports follows your org chart.
A 1-minute video and steps: five Gantt chart tips in Planfix, from dragging deadlines and linking tasks to automatic date shifts and the baseline plan.
A 3-minute video and clear steps: automate contract numbering in Planfix, generate the contract from a template and keep every number in one registry.
A 1.5-minute video and steps: automate commercial proposals in Planfix, number deals automatically on a Kanban board and generate documents in one click.
A 2-minute video and steps to automate project management in Planfix: project document folders, planned vs actual reports, and project templates.
A 48-second video and steps: reply to a comment in a Planfix task, quote part of a message and use Quote+ to keep context in long discussions.
Manage tasks from your phone: a 1.5-minute video and steps show how to capture ideas by voice in the Planfix mobile app, delegate tasks and check updates.
