Tips for successful teamwork on the Planfix Blog. Encourage your employees to collaborate effectively and give them the right tools to meet your business goals.
No matter what type of business you run, dealing with documents is unavoidable. Of course, those documents come in all shapes and sizes, which can make them hard to manage. But what…
Continue readingVacation time is essential for your team to recover and recharge, but ensuring the workflow continues smoothly when team members are out of office can be challenging. Ultimately, the key…
Continue readingManaging projects can sometimes feel like juggling a hundred things at once. From deadlines to various tasks to meetings, the last thing you want to do is be the one…
Continue readingManual data collection and processing are often time-consuming and require meticulous attention to detail. Planfix reports help automate these processes and provide easy access to data, analysis, and visualizations. Reports in Planfix Reports are…
Continue readingI once had the opportunity to speak with an accountant named Irina. She provides accounting services for businesses and self-employed individuals, managing her workflow through Planfix. All communication occurs within…
Continue readingThis guide outlines the steps to develop a content plan and automate workflows in Planfix. At our company, Planfix integrates all of our business processes, including customer support requests, ideas,…
Continue readingAutomated invoice issuing can be useful in companies that work with subscription-based clients, where standard invoices are issued monthly. After all, no one really likes doing that routine monkey work…
Continue readingWe’re going to discuss a Planfix feature that’s easy to miss but could help you organize workflows related to task distribution. The topic we’re going to discuss is tasks with “competitive”…
Continue readingWe get asked often how to set up a work calendar in Planfix that shows employees’ vacation days, sick days, and other time off. Today’s case will be useful both…
Continue readingPlanfix is a universal team-management tool. Along with other business processes, our support team works in Planfix. In this case, we’re going to discuss how we use the functionality of…
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