Planears is best for small and medium size businesses (SMBs). Any NGO, design house, software house, engineering shop, advertising agency can easily manage their day to day tasks or long term projects on planears.

To start your account on Planears, firstly you have to create an account. Then you fill in information like your name, email, password, confirm password etc. Then click on the register button and get your self registered in planears.

When you login-in to planears you see a dashboard which has an upper bar menu consisting of workspace, sales, operations, human resource management and system settings.  For adding a new team click on system settings>Teams.

There are several browsers like Google Chrome, Firefox, Opera, Safari has different enabling or disabling browser push notifications feature. Hence, you can follow different steps to enable or disable the notifications.

If you want to set up the new board room, go to the boards section( subsection of workspace section) and click on the new board room. These boards give you the information about your tasks and can categorize them under pillars. Moreover, you can remove the boards.

Every resource has required to save or send some specific files for a specific project or task. Separate section for attachment upload is available. The attachment button is available under the workspace section. You can easily attach multiple files.

In the workspace section, you can see many options in the drop down menu. Workspace module allows the user to maintain their daily activities in the form of Todo’s. You can utilize the messaging section to discuss the important points about your projects or tasks.

In the project management section, you can see your projects. Projects can be “active” or “archived”. Active projects can convert into the archived project. In the resource management section, you can see the information about the resource.

This brief intro will help you to understand, how you can add details about personal Information, education Information, daily and monthly logs to the user and much more. This guide will provide a helping hand in managing the Resource managing section of planears.

Planears helps you in managing vacancies and candidates during hiring process. Further detail will help you with how you can add a new vacancy or search a candidate within the Resource management module.

There is a separate section for candidates handling in planears. This module makes you able to manage candidates most effectively and efficiently. This portion makes hiring process easy for the human resource managers.

Planears project management section comprises of the best tools available for managing projects. You just have to click on the add new project button. This procedure requires some information like project name, payment method, client name, project type, start date and much more.  

In Planears milestones are the tasks assigned during a project. You can easily add and update your tasks, projects and achievements. You can get brief information and learn about the implementation of the milestone. Milestone require its name, milestone type, authorize hours etc.

This module makes you able that you can easily add single or multiple users to a certain project. In “add resource” section you can see that how many people are working on which project within the allocated time period. You can also change the project manager at any time.

This section is an overview of how you can set up channels and then transition from channels to Lead creation. Additionally, it is an in-depth explanation of how to apply appropriate filters for searching the leads.

Planears has a different section to handle leads and clients relationship. This brief guide will help you to understand the lead funnel concept implementation in Planears. It further explains the different state of leads in Planears.

Each user in Planears has their own profile which contains their personal information, details and responsibilities. Your profile section shows your picture, name, email, contact number, reference etc. You can consult the wiki document to learn, how you can a create and edit a profile.