Creating Solutions
Planfix is a customizable system where you can build even the most extensive and multi-level business processes. Use solutions to save time on future setup.
Planfix is a customizable system where you can build even the most extensive and multi-level business processes. Use solutions to save time on future setup.
The system's functionality lets you choose and save prepared sets of Planfix objects and solutions. Set up business processes, and add scripts, data tags, reports, directories, task templates, and other functionality that you need.
Create custom solutions, move them to other accounts, and speed up teamwork. You can also share custom solutions with partners. Use ready-made Planfix solutions to track time, expenses, and revenue, and manage projects and internal tasks.
There are a large number of ready-made solutions in Planfix that help automate various activities. Use ready-made solutions, modify them as needed, or create your own solutions.