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.
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 readingThe 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 readingWhat 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 readingWe 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 readingToday, 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 readingIn 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 readingHow 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“Yes, of course. We do that!” This was our answer to a user’s request. And that request was as follows: “Please make a note or video tutorial about dynamic customer…
Continue readingThis article will guide you in setting up a knowledge base with Planfix. We’ll focus on the use of reference directories. Planfix directories are similar to other systems but have additional…
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