Recurring tasks help automate business processes that repeat on a regular basis. Planfix will create tasks at the intervals you set.
Automate your IT teams. Use periodic tasks when planning sprints, retrospectives, workshops, and meetings.
WORKFLOW AUTOMATION
Set up a sales process that fits your needs. Use recurring tasks to issue invoices, automate management pipelines, and plan calls and meetings so nothing slips through the cracks.
Recurring tasks help manage finances within a company. Use them to organize payments of salaries or bills. When working with external clients or on external projects, recurring tasks can automate invoicing or monthly financial reports on work completed by project.
STRATEGIC PLANNING
Use recurring tasks to organize content marketing and any other marketing activities, including sales promotion, trade promotion, event marketing, and direct marketing.
TEAMWORK COORDINATION
Recurring tasks help managers coordinate the work of their staff. For example, managers can set up periodic reminders about training events and encourage their staff to attend.