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Tips

Tips on project management, CRM, workflow, teamwork and task management on the Planfix Blog. Content from our experts and Planfix creators.

Maps in Planfix

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Linking tasks to maps is an intriguing option that opens up many potential use cases. Let’s take a look at the google maps integration setup. New type of field “Location” In tasks (as well as…

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Integration with Microsoft 365

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The Planfix team is committed to offering convenient services to our customers, many of whom are entrepreneurs passionate about what they do. Given the importance of document management in their work, we have implemented integration with cloud office Microsoft 365 into Planfix. Why…

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Email Tracking in Planfix

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Some features of Planfix have been improved based on requests and feedback from our users to the Support Service. This was the case with enhancing the email tracking feature. Let’s look…

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Migration From Trello to Planfix

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Planfix is introducing another new feature. We’ve added “Import data from other services” to the “Integrations” section. As of now, this includes an option to import from Trello. Whether you migrate from this…

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