Tasks Planfix CRM and Project Management System

PLANFIX FEATURES

Tasks

Collaborate with coworkers and clients using tasks that you can easily transform according to your business needs into orders, events, meetings, or discussions.

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Parent tasks and subtasks

Divide large tasks into subtasks or combine them into a parent task for maximum efficiency.

Task trees

Take advantage of unlimited task nesting.

Inbox and outbox

Track your tasks and assign tasks to colleagues.

Sequential tasks

Create a chain of tasks that appear and are completed in sequential order.

Sequential tasks Planfix CRM and Project Management System

Task start and end

This helps you ensure timely completion of tasks and plan the workload of assignees.

Task duration

Add a planned task duration to tasks to define how long it will take to complete a project.

Sorting

Prioritize tasks both company-wide and in a specific list.

Task drafts

These are saved automatically so you won't have to re-enter task data if your Internet connection is unexpectedly lost.

Custom task statuses

These statuses allow you to implement different types of business processes and work with various types of tasks.

Recurring tasks

Create tasks that automatically repeat with a set frequency.

Recurring tasks Planfix CRM and Project Management System

Copying checklists

Checklist items can be transferred easily by copying them from one task to another.

Variables in tasks

Add variables to task templates that get populated with data when a task is created from a template.

Task tree templates

Set up each step of your workflow with a set of typical task templates.

Summary tasks

The dates of a subtask are automatically pushed back depending on the dates of its subtasks.

Summary tasks Planfix CRM and Project Management System

Task documents

Attach documents to tasks and edit or discuss them.

Access to tasks

Only grant employees access to the tasks they need access to, and grant them the specific rights they need.

Access to task templates

Only grant employees access to the templates they should use to create tasks.

Task assignees

Appoint task assignees and evenly distribute workload among employees.

Group assignees

Link an employee group or any set of users to a task as the assignee.

Task priority

Prioritize tasks as you see fit.

Task priority Planfix CRM and Project Management System

Contact assignees

Contacts can work on tasks alongside you via email or a messenger, even without Planfix access.

Task counterparties

Link tasks to the contacts for whom they're being completed. View task lists in users' contact cards.

Task participants

Link a colleague to a task for collaborative work if you need assistance or approval.

Checklists

Break out tasks into several items, or subtasks, which you can mark as complete with a single click.

Checklists Planfix CRM and Project Management System

Task contacts

Add contacts to a task when communication with them is necessary.

Subtasks for each assignee

Automatically create subtasks or checklist items for each assignee.

Task auditors

Add employees to tasks who have broader permissions for monitoring assignee work.

Formulas in task fields

Calculate values you need directly in a task, using data from various Planfix objects.

Task filters

Use the versatile task filter to filter tasks using any conditions, and save filters for future use.

Task processes

Manage the life cycle of a task, from its creation to its completion.

Task processes Planfix CRM and Project Management System

Custom fields

These fields let you expand a task's capabilities and turn tasks into "client requests," "production orders," and more.

Sorting tasks

Sort tasks by any criteria or combination of criteria.

Customizable tasks lists

Simplify your work on tasks by displaying them as ordinary lists, cards, calendars, or tables.

Task templates

Quickly create routine tasks with predefined parameters, such as project, assignee, description, etc.

Task templates Planfix CRM and Project Management System

Task email addresses

Send an email to a task's email address and your message will be added to the task as a comment.

Task notifications

Enable notifications on your priority notification channel for critical tasks so you don't miss anything important.

Automatically create tasks

Use scripts to automatically create tasks when certain conditions are met.

Copying tasks

As needed, copy an existing task so you can assign an identical one to a different employee.

Google Calendar synchronization

As needed, synchronize Planfix tasks with a Google calendar you're already using.

Task reports

Quickly create any report from data related to the current task.

Merging tasks

Merge similar or identical tasks to keep relevant work history in one place.

Save as template

Save tasks as templates for future use.

Tasks on a map

Link tasks to interactive maps and build routes to optimize their completion.

Tasks on a map Planfix CRM and Project Management System

Favorites

Mark tasks as favorites to visually distinguish them from regular tasks and for easy access.

Task list printing

Print a list of tasks as needed.

Importing tasks

Import existing tasks into Planfix to keep employees working in one place.

Exporting tasks

Export tasks for further analysis or if you need to link them to another management system.

Bulk task changes

To save time, apply the desired changes to several selected tasks at once.

Bulk task changes Planfix CRM and Project Management System

Task chat

Write to contacts directly in a task, preserving history and context for anyone who works on the task in the future.

Task chat Planfix CRM and Project Management System

Recycle bin

Deleted tasks are stored in Planfix for up to a year and can be recovered from the Recycle Bin at any time.

Task log

Track all changes made to a task in the event log.

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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