Corporate 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.

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.

Corporate basic course is designed for a team of 5 people. The minimum price is 50,000 rubles, discounts are possible for large companies.