Project templates Planfix CRM and Project Management System

Project templates

Project templates are tools that save you time, worries, and energy. Create project structures, share them with colleagues, and start new projects with ease.

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creating projects in two clicks teamwork flexible settings three-tiered access system versatility and scalability levels of structure
Creating projects in two clicks Planfix CRM and Project Management System

Creating projects in two clicks

Use system and custom templates to create standard projects in Planfix. With these templates, you can quickly create a project with a pre-defined structure, which can be modified and added to upon client request.

Templates are flexible and scalable, which helps any business automate their processes — from startups to large ad agencies with thousands of clients.
Teamwork Planfix CRM and Project Management System

Teamwork

Specify roles in project templates and assign employees to these roles. Configure access to templates and share them with colleagues.

Flexible settings Planfix CRM and Project Management System

Flexible settings

Project templates can be adjusted based on requests from individuals or companies in any industry.

Three-tiered access system Planfix CRM and Project Management System

Three-tiered access system

In Planfix, access to project templates is easy to manage. Manage access by specifying employees who can see and edit a template.

Versatility and scalability  Planfix CRM and Project Management System

Versatility and scalability

Planfix is a "transformer" that's easy to scale and use in different business processes — for IT companies, marketing agencies, and car repair shops to charity organizations and kindergartens.

Levels of structure  Planfix CRM and Project Management System

Levels of structure

Project templates let you create a structure for task templates. This speeds up the process of creating new tasks as part of a project template.

Learn more about Planfix projects