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The Planfix Academy

Beginner
Day one with Planfix
Contents
Introduction
How can I see my tasks?
How do I accept a task?
How do I add comments to a task?
How do I change the status of a task?
Task deadlines
Overdue tasks
Creating a new task
How do I add a new user to Planfix?
How can I see an employee’s tasks?
Beginner
Basic Course
Contents
Базовый SVG
Tasks in Planfix
Working with comments
Projects
Contacts
Рlanners
Directories
Data tags
Reports
Custom fields
Processes
Gantt charts
Workspaces
For the Boss
How do I begin implementing Planfix?
Contents
С чего начать внедрение
What does this course cover?
The most important principle
Announcements for employees
A basic course for everyone
Task completion dates and reminders
Handling overdue tasks
Automatic tasks for new employees
An introduction to the “signature needed” tool
Adding tasks to Planfix by email
Chronicle or email notifications?
What are projects used for?
Do we need data tags?
How can you use 100% of what Planfix has to offer?
We are ready to help you
Advanced
Setting up email with Planfix
Contents
Настройка почты
Working with email is our specialty
Creating a virtual email address
Forwarding from a real email address to a virtual one
Sending Planfix messages as regular emails
End result