Client Dashboard
Planfix is a system for managing teamwork that adapts to the needs of your company. Set up the system for teams, link external clients, and get everyone working in one system.
Planfix is a system for managing teamwork that adapts to the needs of your company. Set up the system for teams, link external clients, and get everyone working in one system.
Link external users and communicate about tasks and projects in one place. The flexibility of access settings lets clients view just the tasks they are linked to and get just the messages directed at them.
One of the most essential advantages of Planfix is its flexible access settings. Learn how you can use this advantage to protect your data and restrict the information accessible to your employees or customers.
Communicate with your customers in Planfix by creating dashboards for them to work in. Dashboards let clients, partners, contractors, and other external users get access to tasks and work on projects.