How to Optimize Contact Management in Planfix
2-minute video + steps: optimize contact management in Planfix with access levels, message history in one task, call reports and virtual PBX integration.
How to Set Up Income and Expense Accounting in Planfix
3-minute video + steps: set up income and expense accounting in Planfix — install the solution, fill the directories and read the payment report.
How to Set Task Reminders in Planfix and See Them All
A 1-minute video plus steps: how to set reminders in Planfix, choose the time and the recipients, and review every reminder in the Chronicle and calendar.
Task Chat: Keep Work Conversations Out of Messengers
1.5-minute video + steps: use the task chat in Planfix instead of personal chats, so work messages, files and client replies stay with the task.
How to Calculate Project Work Hours in Planfix
2-minute video + steps: calculate project work hours in Planfix, set hourly rates in directories, log time with data tags and read labor cost in reports.
How to Create a Document Template in Planfix
A 1.5-minute video and steps: create a document template in Planfix, add variables for customer data and set numbering, naming and file format.
How to Book a Meeting Room in Planfix, Step by Step
2-minute video and steps: book a meeting room in Planfix with a booking data tag and an hourly calendar, so everyone sees when the room is free.
How to Set Up a Simple Knowledge Base in Planfix (Video)
Set up a simple knowledge base in Planfix: an object for articles, statuses to archive old ones and a project with read and edit roles. Watch the video.
Internal Knowledge Base in Planfix: Getting Started
Learn how an internal knowledge base works in Planfix: find articles with quick filters, add sections, manage statuses and control access to articles.
How to Export Data from Planfix to Google Sheets
1.5-minute video + steps: export data from Planfix to Google Sheets — reports, task lists and contacts — and choose which columns reach the spreadsheet.
Buttons in Planfix Tasks: Log Data in One Click
Buttons in Planfix tasks: a 1.5-minute video and the steps to set up a List field with colored buttons so your team logs data in a task in one click.
How to Catch Deadline Slippage Before a Task Is Late
3.5-minute video and steps to catch deadline slippage in Planfix: a forecast date field, scripts that flag delays, and a weekly email report for managers.