How to Create a Task Filter in Planfix
A 3-minute video and the steps to create a task filter in Planfix: set conditions and filter logic, group and sort tasks, pick columns and share it.
How to Link Tasks Across Projects in Planfix
3-minute video + steps: link tasks across projects in Planfix with a Task set field and one button that creates a task for another department.
Why a Task Is Not Showing in the Planfix Planner
9-minute video + steps: find out why a task is not showing in the Planfix Planner, test a planner list and fix filters, grouping and access.
FOREACH in Planfix: List Products in a Task Description
3-minute video plus steps: use FOREACH in Planfix to list every product or service from a field in the task description, one line per value.
How to Send Automatic Deal Status Emails to Customers
Under-2-minute video + steps: send automatic deal status emails to customers in Planfix with one button and an ELSEIF block in the email template.
How to Show Conditional Text with IF and ELSE in Planfix
2-minute video and steps: set up conditional text in Planfix with IF and ELSE so one task description changes its message based on the order amount.
Variables and Formulas in Planfix: Automate Calculations
Video walkthrough plus steps: use variables and formulas in Planfix to calculate a discount automatically in the deal description, without manual math.
How to Use Variables in Task Names in Planfix
1-minute video and steps: use variables in task names in Planfix so every deal is created with its number already in the title, with no manual typing.
Email Management Automation: Sort and Assign Emails
2-minute video and steps: set up email management automation in Planfix so incoming emails become tasks, sorted by keyword and assigned to the right team.
How to Sort Emails in Planfix with a Planner Board
2.5-minute video and steps: sort emails in Planfix with a planner board, filter incoming email tasks into lists and reassign them by dragging a card.
How to Manage Task Comments: Pin, Postpone, Convert
7-minute video + steps: manage task comments in Planfix, read them by color, pin and postpone them, turn one into a task and clear unread ones.
How to Configure an Object in Planfix, Step by Step
A short video and steps: configure an object in Planfix end to end, from fields and statuses to a kanban board, an object script and a button.