Directories are a multifunctional Planfix tool that let you accumulate and use data for your work and tracking purposes. Store data about products, services, access, documentation, and much more.
Create, add, group, and structure data for various uses and teams. Set up filters in directories, sort entries in them, and share the entries with employees, thus speeding up teamwork. Planfix lets you archive, export, and import directories.
Create a knowledge base for employees, outline instructions for onboarding new members of various teams, or store internal company information, such as documentation, passwords, access information, or prices for sales departments. Add your products and services to a directory and create invoices and price quotes based on them.
Planfix allows for flexible directory management, storing all changes made to them in a log. Add links to directory elements in text fields to quickly navigate to them, or specify them in task fields or data tags to work with them further.
Set up access to directories or individual entries, allowing employees, companies, or external contacts to view, edit, or delete them.