Internal Projects and Tasks Solution

This solution is excellent when getting started with Planfix. You'll see the benefits from day one and get all your colleagues working together.

Install
Description
Content
Owner
Price

Tasks are often scattered across different messengers, notes, emails, or even people's heads, with no clear overall picture of what's going on. As a result, employees spend all their time on routine tasks, and important projects never move forward. How can Planfix help you:

Lets you present all tasks within your company in a clear and understandable way
Gives an overview of employee workload by day and hour
Even the least technical people will understand what to do and when to do it
Features configuration
Ease the burden of carrying your task list in your head. Creating a central repository for tasks and projects can help employees reduce stress and increase productivity by eliminating the need to keep everything in their heads.
Consolidate the work of all employees into one system. A centralized system enables you to view all tasks and projects in one place, promoting collaboration and preventing redundant work.
Distinguish important tasks from routine ones. A prioritization system ensures that significant work is given the attention it deserves.
Observe employee activities and methods. Managers can track project progress in a central system to see which tasks are in progress, how much progress has been made, and where additional support may be needed.
Schedule employee workloads in a calendar. Task and project scheduling in a calendar view helps ensure that employees are well-rested and work is distributed evenly.
Monitor task and project progress. Tracking workflow progress enables you to identify bottlenecks and make necessary adjustments to keep projects on track.
View income and expenses by task and project. Linking income and expenses to specific tasks and projects allows you to gain a clear understanding of profitability and make informed decisions about resource allocation.
Track time spent on work. Recording time spent on particular tasks and projects ensures efficient work and accurate billing of billable hours.
Configuration setup is available on any plan
This ready-made solution is a great opportunity to get started with Planfix
If you haven't
signed up yet
If you're already rockin'
Planfix Install solution
Feel free to use other ready-made Planfix solutions,
either individually or in combination
Management
Project Management Internal Projects and Tasks Solution Task Management 2.0
Finance and Accounting
Income and Expenses Accounting
Productivity
Task Management
HR Management
Time-Tracking: Working & Leisure Time
Customer Service
Customer Service
Sales and CRM
CRM: Customer Request Management
Ready-made Solutions

Package

Directories
Income This directory stores income items tracked using the "income" data tag.
Expenses This directory stores expense items tracked using the "expense" data tag.
Task fields
Order Indicate task importance in this field.
Data tags
Income You can use this data tag to record income.
Expenses This data tag is used to create expense records.
Task templates
Internal task By default, tasks in the entire interface are created using just this template.
Reports
Completed by employees in the past month This report displays the number of tasks completed by each employee and how much time they needed for them.
Income and expenses for the past month You will also be able to see expenses, income, and the difference, for each project or area for the past month.
Planners
Manager's planner Here, your manager can monitor your tasks and tasks assigned to other employees, and they can also see employee workload.
My tasks In this planner, employees can easily complete and monitor the tasks assigned to them. Tasks are displayed by status and priority.
Task filters
My completed tasks A task archive, where everyone can find information about tasks they've completed.
Available completed tasks All completed tasks you had access to can be found in this list.
Project filters
Projects by group Convenient grouping in this filter makes navigation easier.
Workspaces
Internal Projects and Tasks Solution A work environment that displays only objects and entities that are related to this configuration.
This ready-made solution is a great opportunity to get started with Planfix
If you haven't
signed up yet
If you're already rockin'
Planfix Install solution
Feel free to use other ready-made Planfix solutions,
either individually or in combination
Management
Project Management Internal Projects and Tasks Solution Task Management 2.0
Finance and Accounting
Income and Expenses Accounting
Productivity
Task Management
HR Management
Time-Tracking: Working & Leisure Time
Customer Service
Customer Service
Sales and CRM
CRM: Customer Request Management
Ready-made Solutions

Owner

Planfix Lab
Installed: 19
Planfix Lab
This ready-made solution is a great opportunity to get started with Planfix
If you haven't
signed up yet
If you're already rockin'
Planfix Install solution
Feel free to use other ready-made Planfix solutions,
either individually or in combination
Management
Project Management Internal Projects and Tasks Solution Task Management 2.0
Finance and Accounting
Income and Expenses Accounting
Productivity
Task Management
HR Management
Time-Tracking: Working & Leisure Time
Customer Service
Customer Service
Sales and CRM
CRM: Customer Request Management
Ready-made Solutions

Solution Price:

Free
This ready-made solution is a great opportunity to get started with Planfix
If you haven't
signed up yet
If you're already rockin'
Planfix Install solution
Feel free to use other ready-made Planfix solutions,
either individually or in combination
Management
Project Management Internal Projects and Tasks Solution Task Management 2.0
Finance and Accounting
Income and Expenses Accounting
Productivity
Task Management
HR Management
Time-Tracking: Working & Leisure Time
Customer Service
Customer Service
Sales and CRM
CRM: Customer Request Management
Ready-made Solutions