Throughout December 2024 – January 2025, the Planfix team was fine-tuning the system. We’re excited to announce a host of fixes designed to increase efficiency and improve user experience. Stay tuned for the latest updates!
New Workgroup Notifications
We’ve made it easier for workgroup members to receive notifications. Now it’s simpler and more convenient!
Planfix AI — Your New Sidekick
- We’re excited to roll out AI tools in Planfix just for you. Here’s what you can tap into right now:
- Automatically create rules for handling emails;
- Translate comments into different languages;
- Enhance comment text by fixing errors, adjusting tone, and tweaking length.
Check out more about Planfix AI in our help section: https://planfix.com/help/Planfix_AI
This is just the beginning — stay tuned for even more features coming your way.
One-Click Comment Copy
Great news for all our tech-savvy friends who have always wanted an easy way to copy text from comments!
Now, you can do it with just one click. Tap the button, and you’re good to go!
New Feature
Linked fields streamline your workflow and help you save time. You can easily connect task or contact fields to create innovative, automated connections that improve your processes.
You’ll have Linked Fields up and running in just two simple steps. Check out the details here.
Want to see how it works in action? Watch our video demonstration on YouTube and get inspired to try it out!
Checklist Tasks Are Now Much Easier
Before, when you scheduled a task within a day, only the date was displayed in the checklist, making planning difficult — especially if your calendar was full of meetings and calls. Now, you can see not only the date but also the start and end times of events, helping you keep track.
