Getting started with implementation

For leadership

Planfix implementation algorithm:

• Understand and accept the most important principle
• Notify colleagues about implementation
• Distribute simple instructions
• Start using Planfix yourself

For administrators

• Quick intro
• Employees and company structure
• Permissions in Planfix
• Additional fields
• Templates for automatic tasks for new employees

We sincerely wish you all the best with your Planfix implementation. And remember: We are always here to help. We can help you use Planfix to solve specific business problems; we can figure out what's wrong if you get stuck; and we can discuss new functionalities that you'd like to see in Planfix. Get in touch using any method you find convenient . Our team is online almost 24 hours a day.