Planfix Features:
a summary

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.

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Projects Gantt Chart Tasks Comments Planner Chronicle Contacts Data Tags Reports Documents Workspaces Interface Planfix Integrations Email Notifications Reminders Telephony Processes and Scripts Solutions Favorites Directories Company Automation APIs Planfix Access Administration

Projects

Set up a hierarchy of objects with the desired structure, complexity, and nesting. Sorting and segmenting make it easy to work with the complex projects.

Gantt Chart

Arrange and visualize task priorities and deadlines to better manage task sequencing and timing.

Comments

Use Planfix comments to see how things are going in a given task. Record your correspondence to later be able to recall.

Tasks

Use the many tools available in Planfix to clearly assign tasks to employees and monitor the results of their work.

Planners

All tasks in Planfix can be displayed in one place, in the Planner. Task statuses and their corresponding colors make it easy to track how work is progressing.

Chronicle

Access all information about events in all projects and tasks you're linked to. The Chronicle is an excellent replacement for email notifications.Work in the Chronicle and minimize the number of emails in your inbox.

Contacts

Create a single contact databse in Planfix. Put together contact lists using various parameters and manage who has access to these lists.

Data Tags

Any employee working on a project can easily record time, costs, or other resources used in Planfix. This makes it easy for you to track expenses and your budgets.

Reports

Reports help you structure and visualize data collected in Planfix. Create your own reports to help with business management.

Charts and Graphs

Present data from reports in a clear and effective manner.

Documents

You can be sure that your team always has access to the most recent version of project documents, and you can easily return to previous versions as needed. Work collaboratively using Google Docs and Microsoft Office 365 integrations.

Workspaces

Each employee or department can create a workspace with just the sections and features they need. Color scheme, planners, menus with just you need, selected report and so on.

Interface

Personalize your user interface by adding useful links to menus and hiding unused elements. Create comfortable working conditions for your colleagues, clients, and partners.

Planfix Integrations

Planfix supports integrations with many services. Integrations make Planfix incredibly versatile.

Email

Planfix works better with email than other services. You can assign tasks and communicate about them without logging in to Planfix. Simply send an email to a designated email address.

Notifications

Notifications are sent at a specified time and help people get important tasks done on time. Such tasks could be for routine equipment maintenance or regular security system maintenance.

Reminders

Direct attention to a task or contact when needed. Planfix can remind you about a task or contact at a specified time.

Telephony

Link Planfix with virtual PBX and expand what they're capable of. You won't miss a single call, and you'll be able to see who's calling and what their relationship to you is. You can also listen to recordings of conversations and get the right employees involved for discussions.

Processes and Scripts

Planfix templates and scripts help you automate many processes. For example, you can automate the transition of tasks from one stage to another or the creation of documents and contracts.

Solutions

Use ready-made solutions to speed up Planfix integration in your company, or ask our certified partners for help.

Favorites

Important Planfix elements and objects can be added to your Favorites. This makes them easy to find from anywhere in Planfix.

Directories

Use Planfix directories to store lists of products, services, addresses, or any technical information you need to generate documents or reports.

Company

View and edit the list of employees and workgroups. Create a company structure and manage employee working time.

Automation

Planfix enables you to create automated workflows of any complexity, streamlining teamwork and boosting productivity with a range of powerful automation tools.

APIs

Create your own web and desktop applications that can be integrated with any Planfix account.

Planfix Access

Set up access for employees and contacts so they can see the tasks, files, and contacts they need. Ensure they only see the data they need for their work.

Administration

Manage your account, save and transfer the necessary data, view event logs and determine which business processes you want to run in Planfix, configure them without involving programmers.

Use Cases

How to Set Up a Sales Funnel in Planfix: A Step-by-Step Guide

Discover how to build a successful sales funnel in Planfix. Learn the stages, strategies, and steps for effective sales funnel management and optimization.

Top 20 Project Management Methodologies Overview

Explore the leading Project Management Methodologies in 2024 on the Planfix blog, highlighting the top 20 best practices for streamlining project management and ensuring successful project delivery.

How to Fix 12 Common Issues with Disappearing Tasks in the Planfix Planner

Learn the 12 common reasons tasks disappear in Planfix scheduler and how to fix them, ensuring seamless task management and avoiding missed deadlines.

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