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Projects

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Projects are an important element of the Planfix philosophy , and work on a project is generally carried out within the framework of a project. However, Planfix does allow you to work on tasks without a project.


  • Why do I need projects?
  • How do I create a project?
  • How do I delete a project?
  • Access to a project
  • What is a "Hidden" project?
  • Why should projects be completed?
  • Project card
  • Custom project fields
  • Project roles
  • Project templates
    • Task templates as part of project templates
  • Project filters
  • Bulk project actions
  • Project access for clients
  • Project groups
  • Subprojects
  • Project email addresses
  • Project task display view
  • Default task templates in a project
  • Importing projects



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