How to Set Up a Classic CRM in Planfix
Does your team ever miss out on important emails or scramble to reply to customer requests? When this happens to often, you might wake up one morning to find out…
Continue readingUse Cases
Tips on how to use Planfix system in the most efficient way. Implementation examples and detailed explanations. Content from Planfix team on the Planfix Blog.
Printing Industry Case: Order Buffer for Plotter Operation
This case study is relevant to print shops, textile companies, and other production businesses. It explores modern technologies for optimizing processes, enhancing product quality, and reducing costs. We will focus…
Continue readingCase Study: How to Set Up a Kanban Board in Planfix
New users unfamiliar with Planfix often wonder how to set up a Kanban-format task list assigned to a specific employee. Challenges for New Users At first glance, this seems like…
Continue readingSetting Up Planfix Notifications in Telegram
You already understand the importance of refined communication channels in business. To make timely and informed decisions, you must stay up-to-date and connected with your colleagues and customers. Forwarding notifications…
Continue readingSetting Up a Booking System in Planfix: 2 Case Studies
Open spaces have replaced traditional offices, but the need for private conversations remains. Today, meeting rooms have become the focal point of offices. We first described a resource management case…
Continue readingHow to Import Related Tasks from Microsoft Project into Planfix
We’ve integrated Planfix with Microsoft Project. Microsoft Project information optimizes workflow efficiency, ensuring a smoother transition between systems while leveraging Planfix’s additional functionalities for improved project handling. Now, let’s take…
Continue readingHow 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: Meanwhile,…
Continue readingEnterprise Resource Management: Pre-booking Meeting Rooms
What is Resource Management, and Why is It Important? Resource management involves effectively planning, organizing, and allocating a company’s resources, such as finances, personnel, materials, and time. It is undoubtedly…
Continue readingEmail 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, for example, about the…
Continue readingScheduled 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 you’re wondering what this means, grab…
Continue readingHow to Send Emails from Planfix
In our technologically driven world, efficient communication is a must. Planfix, a tool designed to facilitate communication and enhance productivity, has a range of features, one of which is email…
Continue readingInteractive Business Meeting Scheduling
How much time do you spend planning your meetings? 2 minutes? 10 minutes? And what if you have 10-15 meetings to plan? How much time would you spend on that? Often, this…
Continue reading