Planfix Planner for Beginners: How Task Lists Work
4-minute video + steps: the Planfix Planner for beginners — build lists from selection parameters, create tasks inside them and drag a task to reassign it.
How to Create a Data Tag in Planfix and Track Expenses
A 3-minute video + steps: create a data tag in Planfix, log expenses in a task comment and turn the entries into reports with tables and charts.
Automatic Script Examples in Planfix: Email and SMS
3-minute video + steps: two automatic script examples in Planfix that email a client when a task is completed and send an SMS from a task field.
How to Let Clients Book Meetings Themselves in Planfix
2-minute video + steps: let clients book meetings themselves in Planfix, sync Google Calendar and Calendly, and avoid double-booked slots.
Unread Events in Planfix: Read, Remind or Reply
A 3.5-minute video and steps: clear unread events in Planfix one by one, mark them as read, postpone an event with a reminder and reply in the task.
How to Create an Hourly Schedule for Your Team in Planfix
90-second video and steps: build an hourly schedule in Planfix that shows your team's day hour by hour, from data tags to quick filters by date.
Quick Replies in Planfix: Answer Repeat Questions Fast
1-minute video + steps: set up quick replies in Planfix, pick canned responses with an asterisk in a comment and personalize them with variables.
How 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…
Have 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…