How is Planfix different from an LMS or a help desk?

An LMS focuses on course delivery; a help desk focuses on tickets. Planfix spans both and the operational work around them. You centralize student requests, content production, instructor workload, and reviews in one system. Requests become tasks with owners, SLAs, and clear next steps. Content moves through templated workflows with approvals and versioning. Dashboards show cohort health and workload across teams so you can act early, cut resolution time, and ship content on schedule.

Will migration be heavy for our team?

Migration is straightforward. Import users, tickets, tasks, and directories in hours, not weeks. Keep your current channels—email and chat continue to work while messages are routed into tasks automatically. You can iterate safely using status sets, custom buttons, and sandbox projects before rolling out to the whole team. Bulk updates help you adapt fields and tags quickly, and report templates make early wins visible.

Can we set this up without dedicated admins?

Yes. Planfix is a no-code platform. You configure processes using buttons, status sets, and task scripts. Start with ready-made templates for tickets, content drops, and reviews, then adapt them to your terms. Role-based access keeps setup safe, and you can promote super-users over time. Guided onboarding, contextual help, and an extensive knowledge base help your team build confidence quickly. If you prefer, certified partners can assist with process design while your team focuses on delivery.

How do you support audits and compliance?

Planfix maintains a complete, searchable history of tasks, comments, file versions, and state changes. SLA timers, escalations, and breach markers provide evidence of service performance. Custom roles and granular permissions protect sensitive discussions while preserving traceability. Reports and charts can be exported for audits, and dashboards provide at-a-glance oversight. Scheduled reports and read-only dashboards keep stakeholders informed without extra work. You gain clear accountability across teams without digging through inboxes or spreadsheets.

Why switch now instead of waiting for the next term?

Spreadsheets and chat scatter work, hide ownership, and increase risk during launches. A generic help desk stops at tickets and cannot link support to production or cohort health. Planfix centralizes people, content, and support, adds SLAs and ownership, and gives leadership one source of truth. Start with a pilot for one cohort or program, then scale confidently once you see faster responses and steadier releases. Early results compound: fewer breaches, fewer rewrites, and calmer launches across programs.

Task Management Software for Online Schools

Reliable Delivery at Scale

You deliver a reliable learning experience at scale. Planfix routes requests, tracks SLAs, and streamlines content work. Dashboards show what matters. Audit trails keep you compliant. Fewer surprises, faster answers, and cleaner workflows for every cohort.

What You Get

Faster responses

Cut first response time and lower resolution time. Students get accurate answers sooner across every channel.

Fewer delays

Prevent late drops with clear approvals and version control. Production moves steadily without rework loops.

Audit-ready ops

Keep a complete history with roles, SLAs, and tasks. See ownership and timelines across teams.

Predictable, Responsive Support

Every request is tracked from arrival to resolution. Auto triage sends it to the right owner by topic, priority, and cohort. SLA timers, alerts, and escalations cut breaches. Templates and knowledge links enable first-contact resolution.

Email To Ticket

Turn inbound email into structured tasks with owners, due dates, and SLAs, not messy threads.

Channel To Task

Capture chat and social messages as tasks with full context, correct owners, and ready next steps.

Hidden Comments

Protect sensitive discussions by limiting visibility while preserving a clean, searchable record for the team.

Plan, Approve, and Ship on Time

A shared content calendar with dependencies removes surprise blockers. Approvals and version control speed sign-off and cut rewrites. An asset library tied to tasks keeps the right files at hand. Releases ship on time and repeatable.

Task Templates

Standardize recurring work and launch content tasks fast with one click from clear, tested templates.

Versioning

Track file revisions, compare drafts visually, and roll back instantly without losing context or history.

Approvals

Move assets through clear states and buttons to speed reviews, capture decisions, and reduce rework.

See Health and Act Early

A health dashboard shows logins, progress, and ticket load so you see early signals. Balance instructor workload, prevent burnout, and target interventions. Post-cohort review packs turn outcomes into decisions backed by clean, trustworthy data.

Task Scripts

Custom Buttons

Sequential Tasks

Recurring Tasks

Task Scripts

Automate triage, tagging, and routing with no code.

Launch actions on status changes, deadlines, or new messages.

Standardize responses and reduce manual busywork.

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Custom Buttons

One-click actions move work forward without errors.

Expose only the next valid step for each role.

Make processes clear and faster to train.

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Sequential Tasks

Activate steps in order to avoid overload.

Unlock the next task when the current one completes.

Keep teams focused on what’s actionable now.

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Recurring Tasks

Schedule regular work so nothing is missed.

Customize timing and frequency for each workflow.

Keep routines running without babysitting.

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FAQ

Planfix for Online Schools

Reliable Delivery at Scale

See It In Action

What You Get

Faster responses

Fewer delays

Audit-ready ops

Predictable, Responsive Support

Email To Ticket

Channel To Task

Hidden Comments

Plan, Approve, and Ship on Time

Task Templates

Versioning

Approvals

See Health and Act Early

Where You End Up

Task Scripts

Custom Buttons

Sequential Tasks

Recurring Tasks

Integrations For Online Schools

Run Every Cohort Like Clockwork

How is Planfix different from an LMS or a help desk?

Will migration be heavy for our team?

Can we set this up without dedicated admins?

How do you support audits and compliance?

Why switch now instead of waiting for the next term?

Use all of Planfix's features for 14 days, completely free of charge