Main menu
From Planfix
The main menu is always in the same place, regardless of which Planfix section you're in.
The menu can be arranged:
- Vertically (default)
- Horizontally
Each user can customize the main menu's appearance: open your profile — Settings — Appearance — Main menu view.
- Planner - where you manage tasks, resources, time, etc.
- Projects - a list of all projects you have access to.
- Tasks - a convenient way to see all the tasks you're participating in, with a variety of filters and display settings.
- Employees - you can view all the employees in your account in this section. In addition to the general employee list, you’ll also see employee groups, the company structure, and the vacation calendar.
- Reports - standard system reports and reports you have created using the Planfix report builder.
- Contacts - your contact database (for clients, suppliers, partners, etc.).
- Comments - the simplest way to see everything you've done today or on any other day; helps you find your way back to any task you've worked on recently
- Documents - stores all documents that were brought into Planfix using any available method; helps you quickly find any document in your account.
- Directories — a section where structured data is stored. Here you can create custom directories (for example, lists of services, equipment, addresses, etc.), manage their values, and also use them in scripts and data tags.
- Favorites — this section contains all tasks, projects, contacts, and other objects you marked as favorites. This section lets you quickly access important objects or system elements.
- Recycle Bin — deleted account objects are stored here: projects, tasks, documents, and contacts. From the recycle bin, you can restore them or delete them permanently.
Important
- The number of menu items displayed may differ based on a user's role in the system, and some sections are only available to administrators.