Planner Planfix CRM and Project Management System

PLANFIX FEATURES

Planner

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.

Cards

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

Filters in planners

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

Recurring tasks in a calendar

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

Daily calendar

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

Daily calendar Planfix CRM and Project Management System

Hourly calendar

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

Hourly calendar Planfix CRM and Project Management System

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.

Access to Planners

Configure access to planners you have created.

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

Totals in Planners

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

Card settings

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

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

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

Synchronizing lists

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

Mind map

Plan projects, visualize and structure your ideas with mind map.

Table

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

Table Planfix CRM and Project Management System
Frequently asked questions
Set up access for employees and contacts so they can see the tasks, files, and contacts they need. Ensure they only see the data they need for their work. Set up access for employees and contacts so they can see the tasks, files, and contacts they need. Ensure they only see the data they need for their work. Set up access for employees and contacts so they can see the tasks
Set up access for employees and contacts so they can see the tasks, files, and contacts they need. Ensure they only see the data they need for their work. Set up access for employees and contacts so they can see the tasks, files, and contacts they need. Ensure they only see the data they need for their work. Set up access for employees and contacts so they can see the tasks
Set up access for employees and contacts so they can see the tasks, files, and contacts they need. Ensure they only see the data they need for their work. Set up access for employees and contacts so they can see the tasks, files, and contacts they need. Ensure they only see the data they need for their work. Set up access for employees and contacts so they can see the tasks
Set up access for employees and contacts so they can see the tasks, files, and contacts they need. Ensure they only see the data they need for their work. Set up access for employees and contacts so they can see the tasks, files, and contacts they need. Ensure they only see the data they need for their work. Set up access for employees and contacts so they can see the tasks

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