Custom objects in CRM let you model leads, deals or requests. See how Planfix objects use custom fields, statuses, transition rules and permissions.
We get asked often how to set up a work calendar in Planfix that shows employees' vacation days, sick days, and other time off. Today's case will be useful both for…
Project milestones are checkpoints that show whether or not a project is progressing on schedule. To prevent missed deadlines, teams should define milestones before work…
Let's be real—workflow automation is like having a super-efficient robot teammate. In plain English, it’s about letting technology take over the boring, repetitive tasks…
A status set describes a task’s life cycle: which statuses it can have and which transitions between them are allowed. You can add your own statuses with colors and hints, choose who can move a task into each one, and attach a button or a script. Approvals are built on statuses too, as the time-off calendar example shows.
