Project Management Solution
The Project Management configuration in Planfix is a ready-made solution demonstrating one of the many ways companies can manage their client projects. It's suitable for B2B and B2C companies, providing them with tools and features to effectively plan, execute, and monitor their projects. In addition, the configuration can be customized to meet a company's specific needs, allowing them to tailor the project management process to their unique workflows and requirements.
With features such as project templates, customizable task fields, and detailed reporting and analysis, the Project Management configuration in Planfix can help companies streamline their project management process and improve their overall efficiency.
The Project Management configuration also allows users to plan and control project work by creating and assigning tasks to team members, setting deadlines, and tracking progress. The configuration provides several task management tools and features, including task templates, dependencies, and prioritization.
In addition, the configuration includes a Gantt chart view that allows users to visualize project schedules and dependencies and adjust their project plan accordingly. This feature provides a comprehensive overview of the project's progress and makes it possible to quickly identify potential delays or issues that may occur during the project.
First steps after installation
- Add employees.
- Assign test tasks to your colleagues and observe how they perform.
- If you frequently work on similar projects, you can create a project template by following the instructions in this video.
Instructions for working with the configuration
- Installing the Configuration
- Instructions for Setting Up Your Company's Configuration
- Reports
- How can I restore the default settings?
Additional Information
If the configuration does not work
If the procedure described in the Customer Service Configuration doesn't meet your needs, you have several options:
- Install different ready-made configurations from the list of available solutions in Planfix.
- Customize your workflow using the various features and tools in Planfix.
- Contact one of Planfix's partners, who can help you configure the system to meet your specific needs.