How To Automatically Save Sent Emails in Task Comments
The easiest way to show your customers or counterparties that you care is to send them a message notifying them of important updates. This can be as simple as…
Email and Telegram Notification Templates for Employees and Contacts with Extended Access to Planfix
We are actively working on Planfix. There are occasions when it is more convenient to receive various notifications via email or, even better, immediately on Telegram…
What’s New in Planfix: November
— Navigating "projects," "tasks," and "contacts" just got easier with our new quick filters.— You can now listen to audio files right in the comments section. — Say…
What’s New in Planfix: October
We've refreshed the editor icons and improved their display on various devices. We continue to actively work on the appearance of Planfix, with more changes on the way…
What’s New in Planfix: September
We've added direct integration with the WhatsApp Cloud API. You can find details on how to set it up in the documentation. — An icon has been added to the top menu of…
Happiest Users Award 2023
Planfix was awarded the "Happiest Users Award 2023" by Crozdesk for high customer satisfaction. Planfix provides all-in-one software solutions for enterprises…
Scheduled Reports: Efficiently Manage Task Completion
Today, we're pleased to introduce a long-awaited update: the automatic creation of custom reports on a schedule, which can be emailed to the desired recipients. If…
What’s New in Planfix: August
— You can now jump to an employee or contact card from all types of system and user fields in a task.— We've changed the method for switching planners. When you click on…
Summer 2023 Top Performer
Planfix delivers customized software solutions for enterprises, nonprofits, startups, and freelancers. Our ultimate goal is to increase operational efficiency and drive…
What’s New in Planfix: July
— Switch between sections of a task card by swiping left or right.— Edit fields in an employee card.— Add recurring reminders.— View attached files in a task.— Save a…
What’s New in Planfix: June
Charts make any Planfix report more transparent, so we've improved the "Funnel" chart. Now you can't only group values by a single column of the report but also sort…
What’s New in Planfix: May
We continue to work on refining the link diagram. This time we have extended the list of commands: we have added key shortcuts for copying and pasting. CTRL + C = copy…