How does Planfix help deliver LMS projects on time?

Planfix keeps the LMS request, scope, content, pilot, launch, and support in one workspace. You use project templates, status sets, and automations so teams do not skip steps. Email to task and channel to task capture incoming communication automatically. Dashboards and project totals show readiness and overdue items for every client. That makes dates predictable even when several people on the client side send inputs. You can also add the client as an external participant to keep conversations structured.

Can I give the client controlled access?

Yes. The client dashboard lets you show only the project, tasks, and tickets that belong to that client. Internal comments, internal tasks, and your own folders stay private. You decide what they see by sharing tasks or projects, and you can invite multiple people from the client side. It fits LMS delivery well because customers expect transparency while you must protect your delivery structure.

Can we standardize LMS projects for different customers?

You can create a project template for LMS implementations with standard fields, stages, and documents. Each time you get a new LMS request, you start from that template instead of rebuilding plans. Tasks for UAT, admin training, support setup, and content collection are created automatically. Over time you refine the template using reports to remove delays and make delivery more predictable.

How is Planfix different from generic task tools?

General task tools give basic task lists. Planfix gives you CRM-level client records, external dashboards, SLA-based tickets, automation, and even AI agents. You can connect email, telephony, and messengers, build objects and directories, and run all LMS work in one workspace. That is useful for training providers who must show progress to customers while keeping internal processes clean.

LMS Project Delivery for Corporate Training Providers

Deliver LMS Projects without Losing Context

Capture the LMS request, scope it, collect content, run a pilot, launch, and support the client in one workspace. Tasks, projects, clients, and automations stay connected so you always see what is ready and what is blocked.

Use project templates

Requests in One Place

Capture LMS requirements from mail, messengers, and channels into one structured task.

Standard Delivery

Use one template, the same fields, and the same milestones for every LMS project.

Real Visibility

Planner and project totals show readiness, overdue items, and blockers for all clients.

Organized Support

Tickets from LMS users get SLA, auto triage, and reporting in the same system.

Audience Change Before Launch

Keep control even when the client adds new languages or roles late in the process.

Inputs from Many People

Collect files, SCORM, HR exports, and links in one project with versioning and search.

Public Launch Dates

Use Planner and statuses to keep internal teams on deadline for client-facing launches.

Unstructured Tickets

Turn user messages into tasks with fields and SLAs so support stays predictable after launch.

Capture and Qualify

Deliver and Support

Report and Improve

Capture and Qualify

Create one structured task linked to the client.

Use forms, email to task, or channel to task.

Standard fields keep LMS requests consistent.

Create tasks automatically

Deliver and Support

Turn the task into a project from a template.

Run pilot, launch, and support in the same project.

Tickets get SLA and escalation rules.

Standardize delivery

Report and Improve

Project totals show readiness and overdue items.

Share progress with the client dashboard.

Refine the template for the next LMS project.

Reports in Planfix

Client Dashboard

Let the client see only their items and replies while your internal structure stays private.

Planner

Manage LMS tasks for all clients on one board with conditional lists and auto updates.

Project Totals

Track readiness, overdue tasks, and blockers without manual counting across all LMS projects.

AI Agents

Extract fields from unstructured client messages and write them into tasks automatically.

Many Channels

Centralize mail, messengers, and forms into Planfix tasks and external dashboards.

Teams Skipping Steps

Use project templates, status sets, and buttons to make delivery follow the standard.

Need Portfolio View

Planner with conditional lists and project totals shows all LMS clients in one place.

Why Planfix Instead of General Tools

You get CRM-level client records, external dashboards, SLA-based tickets, and no-code customization that matches your service model. You do not have to stitch together shared inboxes, spreadsheets, and chat to deliver LMS projects.

Create solutions in Planfix