Projects

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.

• How to create a project?
• How to delete a project?
• Access to project
• What is a "Hidden" project?
• Project card:
  • Project details
  • Project documents
  • Log
  • Contacts
  • Project reports
  • Project notifications
  • Default task templates in project
  • Custom (configurable) fields of the project
  • Custom roles in project

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• 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

Go To

• Feature Description