Planners - Plan and Track All the Project Tasks in One Place

selection parameters tasks and contacts one task in multiple lists grouping sorting lists cards move it = change it task calendar hourly calendar daily schedule hourly schedule chronicle table recurring tasks in a calendar filters in planners kanban, scrum, and variations card settings setting up operations access to planners totals in planners synchronizing lists mind map

Selection Parameters

Add tasks and contacts that meet specific conditions to a list.

Tasks and Contacts

Display the tasks and contacts of your choosing in one place.

Grouping

Group tasks or contacts as needed.

One Task in Multiple Lists

No need to duplicate tasks — they appear in all lists where they meet the conditions.

Move It = Change It

This is a special feature of the Planner. When you move a task from one column to another, you automatically change its data.

Sorting

Sort tasks or contacts by different parameters to make them easier to work with.

Lists

Display tasks or contacts in a simple list.

Whiteboard

Plan projects, visualize and structure your ideas with whiteboard.

Kanban, Scrum, and Variations

With lists and calendars, build any team management model in the planner.

Cards

Make each task a separate card that displays additional useful information.

Recurring Tasks in a Calendar

Distribute workload properly during planning. Recurring tasks scheduled in the future are visible in the calendar.

Hourly Calendar

Plan working time so your day is as productive as possible.

Task Calendar

Keep track of task completion dates by displaying them as a "Task calendar" list.

Filters in Planners

Search all planner lists at once for the task you need.

Setting Up Operations

Add frequent operations to the quick access panel so you can easy do things such as add a comment, add a reminder, create a subtask, modify a completion date, etc.

Hourly Schedule

Create a visual representation of an employee's workload for a given period of time.

Daily Schedule

Create booking/appointment tasks for any object, thereby building an availability calendar.

Access to Planners

Configure access to planners you have created.

Totals in Planners

Automatically count the number of incoming tasks or contacts or add up the values from a given field.

Chronicle

Chronicle displays messages that need your attention. In Chronicle, you can also accept tasks, respond to comments, and add reminders.

Table

Display tasks and contacts as a table with the desired columns and rows.

Card Settings

Enter only required information in a task's card and leave the rest out.

Synchronizing Lists

Synchronize employees' workload calendars to make it easier to coordinate your schedule with theirs.

Planfix Features

Task and project management, comments, interface setup, creating reports, working with contacts, documents, and data tags, access management, integrations, ready-made solutions and much more.

Planfix Access