Getting started with implementation

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For leadership

Planfix implementation algorithm:


For administrators

  • Quick intro
  • Employees and company structure
  • Permissions in Planfix
  • Additional fields
  • Templates for automatic tasks for new employees


We sincerely wish you all the best with your Planfix implementation. And remember: We are always here to help. We can help you use Planfix to solve specific business problems; we can figure out what's wrong if you get stuck; and we can discuss new functionalities that you'd like to see in Planfix. Get in touch using any method you find convenient .


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