Planners Planfix CRM and Project Management System

Planners

Quickly break out tasks by priority, monitor completion dates, and efficiently manage employee workload — just drag and drop tasks between lists and calendars.

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Selection Parameters

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

Selection Parameters Planfix CRM and Project Management System

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.

One Task in Multiple Lists Planfix CRM and Project Management System

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.

Move It = Change It Planfix CRM and Project Management System

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.

Whiteboard Planfix CRM and Project Management System

Kanban, Scrum, and Variations

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

Kanban, Scrum, and Variations Planfix CRM and Project Management System

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.

Hourly Calendar Planfix CRM and Project Management System

Task Calendar

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

Task Calendar Planfix CRM and Project Management System

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.

Hourly Schedule Planfix CRM and Project Management System

Daily Schedule

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

Daily Schedule Planfix CRM and Project Management System

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.

Chronicle Planfix CRM and Project Management System

Table

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

Table Planfix CRM and Project Management System

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.

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