Email Tracking in Planfix
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…
Continue readingTips
Tips on project management, CRM, workflow, teamwork and task management on the Planfix Blog. Content from our experts and Planfix creators.
New Action in Automated Contact Scripts: Create a Project from a Template
“Make everything as simple as possible, but not simpler.” Albert Einstein Project templates are specific Planfix objects that simplify and accelerate the workflow within any company. The new feature will be…
Continue readingMigration From Trello to Planfix
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…
Continue readingHave You Had Any Experience with AI?
Recently we asked ChatGPT why entrepreneurs need to use Planfix in business. Question:— Why should I use Planfix? ChatGPT’s answer:— Planfix is a project management and CRM software that can…
Continue readingGantt Charts from Planfix in Excel
Gantt charts are useful within Planfix because they store all the system’s links between tasks. This means that when tasks are moved or their deadlines are changed on a Planfix…
Continue readingWorking in Planfix Via Telegram
Chats/messengers and management systems have been fighting a full-fledged battle for the soul of the work team for ages. There can be no definite winner in this eternal standoff between…
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