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 .
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
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
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
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
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
17 Creating a project, setting tasks for the course Leader
18 Import tasks
19 Import contacts and companies
20 import Analytics
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
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