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.
A 2-minute video and steps: visualize projects and tasks on the Planfix Whiteboard, connect blocks, turn them into tasks and navigate your workflow.
A 2-minute video and steps: attach files to a task in Planfix by drag and drop, the paperclip icon or the Documents tab, and update them as new versions.
One-minute video and steps: break down a large task into subtasks in Planfix with checklists, import a list of stages and track progress.
Manage task deadlines in Planfix: a 1-minute video and steps to set a due date, let duration calculate the deadline and count working days only.
Custom objects in CRM let you model leads, deals or requests. See how Planfix objects use custom fields, statuses, transition rules and permissions.
Task-based communication keeps decisions out of chat threads. See how Planfix lets you ask colleagues, add assignees and follow replies in the Chronicle.
Standardize data entry in Planfix with directories: pick values from predefined lists, block duplicates, import records and set who can edit entries.
Omnichannel customer communication in Planfix: bring WhatsApp, Telegram, Viber, email and forms into one window so no lead or client chat gets lost.
