How to Set Up Access Rights in Planfix: Who Sees What
8-minute video + steps: set up access rights in Planfix for tasks, projects, contacts, fields, directories and reports, so employees see only their data.
5 Reasons Not to Manage Tasks in Excel
A 6-minute video and steps: see why teams stop trying to manage tasks in Excel, and set up reminders, deadlines, checklists, chat and workload in Planfix.
How to Reserve Time in a Calendar for Breaks and Shifts
90-second video and steps: reserve time in a calendar in Planfix so no tasks are placed on breaks, shifts or flexible hours, and keep the slot booked.
How to Make a Task Repeat in Planfix and Stop It
A 2-minute video plus steps: make a task repeat in Planfix with the recurrence icon, manage the template it creates and stop the repetition in one click.
How to Assign Checklist Items and Track Who Did What
3.5-minute video + steps: assign checklist items to a specific person in Planfix, track who completed what and when, and turn an item into a subtask.
Shared Inbox for Customer Conversations in Planfix
3:54 video + steps: run customer conversations through one shared inbox in Planfix, reply from the task, hand it over and keep the full history.
How to Create a Facebook Lead Ad and Get Leads as Tasks
3.5-minute video + steps: create a Facebook lead ad from your page, build the lead form and sync its fields so each lead lands in Planfix as a task.
How to Insert Directory Entries into Tasks and Comments
2-minute video + steps: insert directory entries into tasks and comments in Planfix, share instructions by link and paste standard answers to clients.
How to Use a Mind Map for Task and Project Management
A 90-second video and steps: use a mind map for task and project management in Planfix, connect blocks, turn them into tasks and export the diagram.
How to Create a Sequential Task Template in Planfix
2-minute video + steps: build a sequential task template in Planfix so each task in the chain activates automatically when the previous one is done.
How to Add Events to a Planfix Calendar in Seconds
1.5-minute video + steps: add events to a calendar in Planfix, set up a compact event form in an hourly Planner list and sync it with Google Calendar.
How to Add Charts to a Planfix Report and Group Data
3-minute video + steps: add charts to a Planfix report, pick the chart type and data, and change the grouping to see numbers by project or employee.