Project templates are tools that save you time, worries, and energy. Create project structures, share them with colleagues, and start new projects with ease.
Use system and custom templates to create standard projects in Planfix. With these templates, you can quickly create a project with a pre-defined structure, which can be modified and added to upon client request.
Specify roles in project templates and assign employees to these roles. Configure access to templates and share them with colleagues.
Project templates can be adjusted based on requests from individuals or companies in any industry.
In Planfix, access to project templates is easy to manage. Manage access by specifying employees who can see and edit a template.
Planfix is a "transformer" that's easy to scale and use in different business processes — for IT companies, marketing agencies, and car repair shops to charity organizations and kindergartens.
Project templates let you create a structure for task templates. This speeds up the process of creating new tasks as part of a project template.