{"id":14702,"date":"2022-06-03T10:00:00","date_gmt":"2022-06-03T08:00:00","guid":{"rendered":"https:\/\/planfix.com\/blog\/?p=14702"},"modified":"2026-10-07T02:48:52","modified_gmt":"2026-10-07T00:48:52","slug":"implementing-planfix-course","status":"publish","type":"post","link":"https:\/\/planfix.com\/blog\/academy\/implementing-planfix-course\/","title":{"rendered":"How Do I Begin Implementing Planfix? A Free Course"},"content":{"rendered":"<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"2400\" height=\"1260\" src=\"https:\/\/planfix.com\/blog\/wp-content\/uploads\/2026\/10\/academy-how-do-i-begin-implementing-planfix-2x.jpg\" alt=\"How do I begin implementing Planfix, a free Planfix Academy course\" class=\"wp-image-14690\" srcset=\"https:\/\/planfix.com\/blog\/wp-content\/uploads\/2026\/10\/academy-how-do-i-begin-implementing-planfix-2x.jpg 2400w, https:\/\/planfix.com\/blog\/wp-content\/uploads\/2026\/10\/academy-how-do-i-begin-implementing-planfix-2x-300x158.jpg 300w, https:\/\/planfix.com\/blog\/wp-content\/uploads\/2026\/10\/academy-how-do-i-begin-implementing-planfix-2x-1024x538.jpg 1024w, https:\/\/planfix.com\/blog\/wp-content\/uploads\/2026\/10\/academy-how-do-i-begin-implementing-planfix-2x-768x403.jpg 768w, https:\/\/planfix.com\/blog\/wp-content\/uploads\/2026\/10\/academy-how-do-i-begin-implementing-planfix-2x-1536x806.jpg 1536w, https:\/\/planfix.com\/blog\/wp-content\/uploads\/2026\/10\/academy-how-do-i-begin-implementing-planfix-2x-2048x1075.jpg 2048w\" sizes=\"auto, (max-width: 2400px) 100vw, 2400px\" \/><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\">\u201cHow do I begin implementing Planfix?\u201d is a free Planfix Academy course for the manager who brings Planfix into a company. Its 14 lessons follow the decisions a rollout actually needs: how to announce the move to employees, how to get everyone trained, what to do about completion dates and overdue tasks, and whether your company needs projects and data tags.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">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.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Level:<\/strong> For the Boss<\/li>\n\n\n\n<li><strong>Lessons:<\/strong> 14<\/li>\n\n\n\n<li><strong>Price:<\/strong> free<\/li>\n\n\n\n<li><strong>Certificate:<\/strong> yes, after you finish the course<\/li>\n<\/ul>\n\n\n\n<div class=\"wp-block-buttons is-content-justification-center is-layout-flex wp-container-core-buttons-is-layout-fe48e5de wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button\"><a class=\"wp-block-button__link has-background wp-element-button\" href=\"https:\/\/academy.planfix.com\/course\/how-do-i-begin-implementing-planfix\/start\" style=\"background-color:#f06291\">Start the course<\/a><\/div>\n<\/div>\n\n\n\n<h2 class=\"wp-block-heading\">Who this course is for<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">This is a course for the boss: the owner, director or team lead who has decided to run the company\u2019s work in Planfix and now has to bring everybody else along. In Planfix Academy it sits on the For the Boss track, and its own description is short \u2014 it helps you implement Planfix at your organization. If Planfix is still new to you personally, go through <a href=\"https:\/\/planfix.com\/blog\/academy\/day-one-with-planfix\/\">Day One with Planfix<\/a> first and come back here to plan the rollout.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">What you\u2019ll learn<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>How to announce the move to Planfix to the whole company.<\/li>\n\n\n\n<li>How to get every employee trained, not only yourself.<\/li>\n\n\n\n<li>How to keep work on time: completion dates, reminders and a routine for overdue tasks.<\/li>\n\n\n\n<li>How to decide what your company actually needs \u2014 projects, data tags, the Chronicle or email notifications.<\/li>\n\n\n\n<li>Where automation can take over the routine, starting with new employees.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Course content: 14 lessons<\/h2>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong>What does this course cover?<\/strong> An overview of the course and the ground it covers.<\/li>\n\n\n\n<li><strong>The most important principle.<\/strong> The one principle the course puts above everything else in a rollout.<\/li>\n\n\n\n<li><strong>Announcements for employees.<\/strong> How to tell the company that work is moving to Planfix.<\/li>\n\n\n\n<li><strong>A basic course for everyone.<\/strong> Putting the whole team through a basic course, not just the manager.<\/li>\n\n\n\n<li><strong>Task completion dates and reminders.<\/strong> Completion dates on tasks, and the reminders that keep them in sight.<\/li>\n\n\n\n<li><strong>Handling overdue tasks.<\/strong> What to do when tasks pass their completion date.<\/li>\n\n\n\n<li><strong>Automatic tasks for new employees.<\/strong> Giving every new hire the same starting task, with <a href=\"https:\/\/planfix.com\/features\/task-templates-for-new-employees\/\">task templates for new employees<\/a>.<\/li>\n\n\n\n<li><strong>An introduction to the \u201csignature needed\u201d tool.<\/strong> A first look at the tool and what it is there for.<\/li>\n\n\n\n<li><strong>Adding tasks to Planfix by email.<\/strong> Turning incoming mail into tasks with <a href=\"https:\/\/planfix.com\/features\/work-with-email\/\">email in Planfix<\/a>.<\/li>\n\n\n\n<li><strong>Chronicle or email notifications?<\/strong> Choosing between the <a href=\"https:\/\/planfix.com\/features\/chronicle\/\">Planfix Chronicle<\/a> and email for keeping up with events.<\/li>\n\n\n\n<li><strong>What are projects used for?<\/strong> When a company needs <a href=\"https:\/\/planfix.com\/features\/projects\/\">projects in Planfix<\/a> and what they bring together.<\/li>\n\n\n\n<li><strong>Do we need data tags?<\/strong> Whether your company needs <a href=\"https:\/\/planfix.com\/features\/data-tags\/\">data tags<\/a> at this stage.<\/li>\n\n\n\n<li><strong>How can you use 100% of what Planfix has to offer?<\/strong> Getting the full value out of the system once the basics are in place.<\/li>\n\n\n\n<li><strong>We are ready to help you.<\/strong> Where to turn for help from the Planfix team.<\/li>\n<\/ol>\n\n\n\n<h2 class=\"wp-block-heading\">How to take the course<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">The course runs on the Planfix Academy website, where all 14 lessons live. Sign in to Planfix Academy, open <a href=\"https:\/\/academy.planfix.com\/course\/how-do-i-begin-implementing-planfix\/start\">How do I begin implementing Planfix?<\/a> and go through the lessons in order. Your progress is saved, so you can take a lesson, close the course and continue another day; the certificate comes once you reach the end.<\/p>\n\n\n\n<div class=\"wp-block-buttons is-content-justification-center is-layout-flex wp-container-core-buttons-is-layout-fe48e5de wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button\"><a class=\"wp-block-button__link has-background wp-element-button\" href=\"https:\/\/academy.planfix.com\/course\/how-do-i-begin-implementing-planfix\/start\" style=\"background-color:#f06291\">Start the course<\/a><\/div>\n<\/div>\n\n\n\n<h2 class=\"wp-block-heading\">What to take next<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">After this course, the Basic Course is the natural next step: it covers tasks, comments, projects, contacts, planners and reports in detail, which is exactly what the employees you are onboarding will need. If your company runs on correspondence, Setting up email with Planfix goes further into email. Don\u2019t have an account yet? <a href=\"https:\/\/planfix.com\/signup\/\">Sign up for Planfix<\/a> and set your company up in your own workspace as you follow the lessons.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>A free Planfix Academy course for managers implementing Planfix: 14 lessons on rolling the system out to a whole team, with a certificate at the end.<\/p>\n","protected":false},"author":146,"featured_media":14690,"comment_status":"open","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"_s2mail":"","footnotes":""},"categories":[522],"tags":[34,340],"class_list":["post-14702","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-academy","tag-employees","tag-notifications"],"acf":[],"aioseo_notices":[],"aioseo_head":"\n\t\t<!-- All in One SEO Pro 4.9.10 - aioseo.com -->\n\t<meta name=\"description\" content=\"A free Planfix Academy course for managers implementing Planfix: 14 lessons on rolling the system out to a whole team, with a certificate at the end.\" \/>\n\t<meta name=\"robots\" content=\"max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n\t<meta name=\"author\" content=\"Content Factory\"\/>\n\t<link rel=\"canonical\" href=\"https:\/\/planfix.com\/blog\/academy\/implementing-planfix-course\/\" \/>\n\t<meta name=\"generator\" content=\"All in One SEO Pro (AIOSEO) 4.9.10\" \/>\n\t\t<meta property=\"og:locale\" content=\"en_US\" \/>\n\t\t<meta property=\"og:site_name\" content=\"Planfix | Planfix Blog\" \/>\n\t\t<meta property=\"og:type\" content=\"article\" \/>\n\t\t<meta property=\"og:title\" content=\"How Do I Begin Implementing Planfix? 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