Types of project display Planfix CRM and Project Management System

Types of project display

Project display views help you visually break out projects based on your company's priorities. You can change project display to create a convenient workspace for managing your work.

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project list project groups sorting projects by counterparty
Project list Planfix CRM and Project Management System

Project list

This view is useful for companies and businesses in niche industries. These companies often don't have many projects, so viewing them in one list makes navigating between them simple and convenient.

Project groups Planfix CRM and Project Management System

SEPARATING AREAS

Project groups

Use this view to group projects by focus. This view works well for companies with diverse projects that need to separate areas of focus such as marketing, PR, administration, development, and more.

Sorting projects by counterparty Planfix CRM and Project Management System

Sorting projects by counterparty

Sorting projects by counterparty lets you separate projects by client. This sorting comes in handy for companies with large client bases. For example, a furniture manufacturer with an extensive sales department would be able to quickly coordinate work by breaking out projects by customer.

Сhoose the project display type that suits your needs to bring order to your projects and optimize your company's business processes. This is just a small part of what Planfix has to offer.
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