How Planfix Scripts Work: Setting Up and Cases
One of the primary goals of the Planfix corporate management system is to improve time and teamwork management. It allows you to use scripts and automation to save time on…
Continue readingTips
Tips on project management, CRM, workflow, teamwork and task management on the Planfix Blog. Content from our experts and Planfix creators.
Maps in Planfix
Integrating Planfix with Google Maps opens up a new realm of possibilities for managing tasks, contacts, and projects, making these processes even more convenient. You can do more than just…
Continue readingDynamic Blocks in Task Description
Today we’re going to talk about a powerful feature in Planfix for automating your business processes – dynamic blocks in task descriptions. This feature is available to all paid account holders. What…
Continue readingIt All Starts with an Idea: Whiteboard in Planfix
How often have you wanted to visualize the entire process of working on a product? We’ve often felt that way too. We needed a tool that could graphically depict the…
Continue readingIntegration with Microsoft 365
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…
Continue readingEmail 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 readingNew 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…
Continue reading