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.
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
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
