AI Business Process Automation: A Video Guide
AI business process automation in Planfix: build a workspace from a text request, add AI agents to tasks, let AI summarize discussions and extract data.
How to Schedule Recurring Tasks and Automate Routine Work
3-minute video + steps: schedule recurring tasks in Planfix, repeat them on the first business day of the month and see future workload in the calendar.
How to Mention Team Members in Task Comments
How to mention team members in task comments in Planfix: notify a whole department, leave personal notes, and hide comments to cut notification noise.
Task Search in Planfix: Find, Filter, Sort Tasks
Task search in Planfix, step by step: find a task by keyword, narrow the list with filters, sort tasks by last comment and search inside the Planner.
CRM Workflow Automation: Reduce Human Error
Set up CRM workflow automation in Planfix: scripts email customers, update deal stages and alert managers; buttons replace manual chains. Watch the video.
Time and Expense Tracking in Tasks with Data Tags
Time and expense tracking inside Planfix tasks: set up data tags for costs and labor hours, limit who sees financial data and feed entries into reports.
How to Organize Project Tasks Around a Common Goal
A 3-minute video and steps on how to organize project tasks in Planfix: roles, subprojects, project documents, reports and reusable project templates.
How to Set Up Sequential Tasks: Step-by-Step Handoffs
Learn how to set up sequential tasks in Planfix: chain subtasks, keep future stages in drafts and pass each step to the next assignee automatically.
Task Checklists in Planfix: How to Stop Missed Steps
Task checklists in Planfix split complex work into steps, give each item an owner and show progress on Planner cards. See how in this two-minute video.
Automated Project Reports: Build an Expense Report
Set up automated project reports in Planfix: total expenses from data tags, group them by project, add charts and email managers a link on a schedule.
Team Workload Management in the Planfix Planner
A 3-minute video on team workload management in Planfix: a planner list per employee, tasks created in the right list, drag and drop to reassign work.
Work Notification Management: Inbox Zero in Chronicle
Work notification management with Chronicle in Planfix: one feed instead of notification overload. Read, postpone or answer each event and keep it at zero.