Adding Files Planfix CRM and Project Management System

Adding Files

Comments are a Planfix tool that facilitate communication between colleagues and clients in realtime. Use comments to send invoices, approve layouts, negotiate contracts, and resolve work issues.

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flexible file upload file versioning storage
Use comments to attach files, store them associated with tasks and projects, and find them in a matter of clicks.
Flexible File Upload — Adding Files

Flexible File Upload

Upload files however is most convenient for you. Use the Planfix interface (in a task comment or with drag and drop), respond to an email, or use the API.

File Versioning — Adding Files

File Versioning

Add local files to tasks or attach links to online documents. If the file added already exists in the current task or project, Planfix will prompt you to choose another option to avoid file duplication.

Storage — Adding Files


Attach unlimited comments and files to tasks, where they will be stored. Find the comment or file you need at any time in the task card.

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