How to Set Up a Sales Funnel in Planfix: A Step-by-Step Guide
At first glance, setting up a custom sales funnel in Planfix might feel like putting together IKEA…
Planfix Blog
Top 20 Project Management Methodologies Overview
A project management methodology refers to a structured approach used to guide the planning, execution, monitoring, and…
How to Fix 12 Common Issues with Disappearing Tasks in the Planfix Planner
Planfix Planner is like the Swiss Army knife of task management — it’s versatile, reliable, and easy to set…
What’s New in Planfix: September and October 2024
Manage Data Tag You can now manage data tag permissions for employee groups. We’ve finally addressed this…
Fall 2024 Leader
Planfix wins the Fall 2024 Leader Award in Business Software from SourceForge. This prestigious award is given…
5 Stages of Task Management
Task management comprises various stages that ensure the effective and efficient completion of a variety of projects…
How to Set Up a Classic CRM in Planfix
Does your team ever miss out on important emails or scramble to reply to customer requests? When…
What Is Task Management Software Used for?
In today’s fast-paced world, being good at using task management software can make a big difference. It…
Advantages of Task Management Software
Task management systems are indispensable tools that allow you to organize and manage your workload efficiently. Task management software offers…
Printing Industry Case: Order Buffer for Plotter Operation
This case study is relevant to print shops, textile companies, and other production businesses. It explores modern…
What’s New in Planfix: July and August 2024
Throughout July and August 2024, the Planfix team was fine-tuning the system. We’re excited to announce a…
What Are the Benefits of Project Management Software?
Effective project management is essential for profitable operations and efficient business scaling. It ensures that teams complete…