Process Management
Manage the life cycle of tasks using status sets and scripts.
Status Sets
Define what statuses a task or object created based on a task can have during its lifecycle.
Process Filters
Find the process you need quickly and easily using the filter.
Rules for Status Changes
Describe all paths a task can take in its lifecycle and specify variants of transitions from status to status.
Contact Scripts
Set up automatic sequences of operations on contacts that are linked to specific events and sets of conditions.
Task Scripts
Set up automatic sequences of operations on tasks that are linked to specific events and sets of conditions.
Delaying Scripts
Create and set up trigger scripts with delay.
Script Filters
Find the script you need easily using the search feature.
Script Testing Mode
Before running a script, test its settings to be sure that it works correctly.
Script Log
Monitor how and when scripts are running in the script log.
Planfix Features
Task and project management, comments, interface setup, creating reports, working with contacts, documents, and data tags, access management, integrations, ready-made solutions and much more.