Basic course

The course is based on the current Planfix account with specially configured automation. The course itself is a good example of what Planfix can do.

The training provides an opportunity to learn in practice the subtleties of working with the Planfix platform. It is being held under the strict guidance of Stepan Cheltsov, but without personal advice. Those who want to receive individual support from Stepan should pay attention to advanced basic course .

Basic course description:

• More than 25 tasks
• Detailed description of each task
• Minimum theory
• Maximum practice
• Applied work in a configured account
• Dive into the role of "Contact" and "access Contact"
• Working on behalf of an employee
• configuring the Planfix for a typical user
• and more

composition of the basic course:

Stage #1

  1 contact Operation without access

  2 Sending a message to the child mail for a dialog with the bot

  3 Attend lecture #1 to pass on

Stage #2

  4 getting access for a contact, setting tasks for 10 days based on Summary data

  5 Working with the right panel, familiarizing yourself with Reminders. Setting up a lot of reminders for yourself and others.

  6 Connecting to Telegram and Skype, working with notifications

  7 Installing the mobile app and exploring its sections

Step #3

  8 task Lists from the Scheduler, view in the Gantt chart, task movement

  9 go To all tasks in the list to see them in the desired modes. Putting things in order through the Gantt Chart by dates

  10 Working with task filters

Step #4

  11 setting up your account as an employee, getting your account in the system

  12 setting up your account as a contact after an employee, re-logging. Connects group 01 Stage.

  13 creating your own scheduler with the Eisenhower Matrix

Step #5

  14 Working with the Contacts section, your wards, data fixed, created a Scheduler for contacts

  15 Working with task templates and Contact fields

  16 Working with Analytics, creating documents from tasks

• - Creating a company
• - Creating a Task template
• - Creating a Company template
• - Filling in details
• - Filling in the fields
• Creating a Counterparty and its members
• Working with Analytics
• Creating your own document

Step #6

  17 Creating a project, setting tasks for the course Leader

  18 Import tasks

  19 Import contacts and companies

  20 import Analytics

Step #7

  21 Assigning external access to contacts, setting up a Scheduler for an external contact as a project execution

  22 setting a task for the account administrator 23 Creating a scheduler with company News

  24 Launch of the project according to the regulations, timing Planning, making Analytics

Step #8

  25 invoicing

  26 issuing an act

  27 document delivery Control

  28 creating reports granting access to employees and contacts Removing a report on a project Removing reports on all projects Exporting report data