April may be over, but our efforts to improve Planfix are just getting into full swing. Check out our latest updates and improvements to optimize your workflow even more.
REST API
New REST API methods make life easier for you and your development team:
- Effortlessly transfer your report data to other systems with no fuss.
- External developers no longer need to dive deep into the structure of Planfix. Everything they need is bundled in the report and ready to use.
- You decide when and how to retrieve the data, making planning and information processing a breeze.
If you want to know what you need precisely, look at our help section — you’ll find everything there.
How can this help your business?
Imagine you need to visualize data for analysis. Usually, the external developers you hire don’t have access to Planfix or how it works.
Now, all you have to do is set up a report with the required parameters, and your developers can retrieve the data in JSON format for visualization — without having to dive deep into the structure of Planfix.
Kanban in Task Filters Just Got Better
planfix.com/blog/use-cases/case-study-how-to-set-up-a-kanban-board-in-planfix/↗
Remember how you could view tasks in Kanban form within Planfix’s filters? Well, there’s more! You can sort them by status, assignee, or project, making it super intuitive for your workflow.
We’re making this tool even fancier — say hello to the new “Add” button in Kanban. Quickly pick and choose the columns you need and streamline your business processes in no time. Get what you want and start your tasks without hassle.
Are extra columns cluttering your view? No problem! Trim them down and keep only what you need.
In short, flexibility and simplicity are our watchwords at Planfix these days.
Transcribe in One Click
Do you have a meeting recording, a customer voice message, or a sales call? Planfix AI converts audio into text for you:
- Supports audio from messengers and mp3 files
- Recognizes multiple languages
- Understands even noisy chatter
You get clear text instead of a long recording with just one click.
Activate Planfix AI in your account settings and let it do the transcription work for you.
Copy Objects Instantly
We’ve introduced a magical new button in Planfix at your request — now you can easily copy Objects!
Why did we do this?
Imagine you’ve created the perfect Object template, meticulously planning down to the last detail. But what happens if you want to create a similar Object with a few tweaks? Now, you can simply copy it and make your adjustments.
