Getting started with implementation
From Planfix
For leadership
Planfix implementation algorithm:
- Adopt the most important principle
- Notify colleagues about implementation
- Distribute simple instructions
- Start using Planfix yourself
For administrators
- Quick intro
- Employees and company structure
- Permissions in Planfix
- Additional fields
- Templates for automatic tasks for new employees
We sincerely wish you all the best with your Planfix implementation. And remember: We are always here to help. We can help you use Planfix to solve specific business problems; we can figure out what's wrong if you get stuck; and we can discuss new functionalities that you'd like to see in Planfix. Get in touch using any method you find convenient .