Planner

Planners are Planfix's main tool for organizing your work on tasks. With your Planner, you can see all your tasks on one screen — but the key feature of Planners is that you can quickly modify task parameters simply by dragging and dropping tasks from one column to another.

• Example. There are two columns in a planner: Max's tasks and Alex's tasks. If you drag a task from the first column to the second, the assignee switches from Max to Alex.

The exact parameters that change depending on the selection parameters for the column to which you've dragged the task. This gives you extensive control over tasks just by dragging them from one column to another.

How the Planner section works

In the Planner section, you can create any number of workspaces or planners. Each of these planners can contain any number of task lists. When you move a task from one list to another, you modify the task parameters.

• How to select the correct planner
• Default planner
• Managing planner access

Creating a planner

• How to create a planner
• Types of planner lists
• List management
• Managing planner appearance
• Synchronizing planner lists
• Deleting planners

Working in a planner

• Calendars in the Planner
• Moving tasks between lists
• Using hourly blocks
• Quickly create a task in a list
• Quickly create a task in a calendar
• Creating tasks/contacts in a list
• Exporting a calendar in iCal format
• Filters in Planners
• Collapsing lists in Planners
• Totals in Planners
• Planner list testing mode

Training Materials

Planners are covered in the following Planfix Academy courses:

• Basic Level

Potential problems

• Reasons why a task may not show up in the Planner

Go To

• Feature Description