How Planfix Works

How the Planfix platform is built and how its parts connect: objects, custom fields, directories, reports, access rights and data security. Content from the Planfix team on the Planfix Blog.

How Planfix Works

How Everything Connects in Planfix: Step-by-Step Setup of a Simple Process

We’ve already used the humble light bulb to show how everything connects in Planfix. Now it’s time to go a little deeper and look at how the setup actually works. This way, you can start building simple workflows of your own. In…

September 14, 2026 15 min read 137
How Planfix Works

How Everything Connects in Planfix: From Custom Fields to Reports

If you're just getting started with Planfix, terms like "data tags," "objects," and "directories" might sound better suited to accountants, system administrators, or…

September 4, 2026 17 min read 120
How Planfix Works

Planfix Security System for Business Data and Access Control  

Keeping business data secure is a top priority for modern companies. With remote teams, multi-device access, and increasing use of AI automation, organizations need more…

May 25, 2026 11 min read 138