Task Processes
Task processes help you construct a task's lifecycle, from creation to completion. Use task processes to simplify even the most complex and large-scale business processes with multiple participants.
Task processes help you construct a task's lifecycle, from creation to completion. Use task processes to simplify even the most complex and large-scale business processes with multiple participants.
Use system status sets or create your own, configuring rules for transitions between statuses for employees and clients. Scripts are the main automation tool in Planfix. Use them to offload monotonous tasks onto the system. Try automating adding data tags or creating projects from templates.
WORKFLOW AUTOMATION
Buttons let you complete actions with a single click. Simplify your work and specify which buttons are visible to which users and automate button clicks with scripts.
Free yourself from routine tasks. Use statuses, scripts, and buttons to structure and automate workflows of any complexity and scale.