Instructions for Setting Internal Projects and Tasks Solution

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To get the most out of the Internal Projects and Tasks Solution in Planfix, you can customize it to your individual needs. This solution offers some customizable settings, including:

General information about functionality

  • The solution offers many powerful features to help you streamline your internal workflows. In addition to task scheduling and project management features, this solution includes document templates you can customize to suit your needs. In addition, you can save time and effort by creating standard documents such as reports, proposals, and contracts.
  • The solution includes comprehensive accounting services that help you manage your finances more efficiently. With these, you can easily create and send invoices to your clients, track payments and expenses, and generate financial reports to gain insights into your company's financial situation. You can also use the solution to create and manage close files to streamline the project process and ensure everything is accounted for. With these tools, you'll be able to manage your finances more effectively and spend more time growing your business.
  • You can use this solution to streamline document coordination and improve your team's productivity. It includes powerful coordination tools that let you manage document versions, assign tasks to team members, and monitor real-time progress. You can also set up automated workflows to ensure documents get to the right people at the right time, reducing the risk of errors and delays. Whether coordinating internal reports or working with external partners and clients, this configuration helps you stay organized and keep track of your document-related tasks.

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