Help Desk Workflow in Planfix: From Email Intake to Kanban
Set up a help desk workflow in Planfix: turn support emails into tasks, assign them automatically, move them across a Kanban board and track time spent.
Fall 2025 Leader in Project Management
Planfix recognized as a Fall 2025 Leader in the Project Management Software category on SourceForge — Thanks to Our Users! We’re proud to share that Planfix has been…
What is SLA (Service Level Agreement) Tracking in Task Management?
SLA tracking in task management means turning service promises into measurable targets and then monitoring every task against those targets. Instead of saying “as soon…
Planfix Through the Years: Milestones, Ideas, and Big Changes
Planfix didn’t appear overnight. It has grown step by step - from the first line of code in 2009 and a small private beta to mobile apps, global data centers, and…
What’s New in Planfix: September 2025
Throughout September, 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…
What is Role-Based Access Control (RBAC) in Project Management Tools?
RBAC (role-based access control) is an authorization model where permissions are attached to roles that represent job functions, and users receive those permissions by…
Best Construction Project Management Software
The construction industry is one of the most complex and demanding sectors, requiring meticulous planning, coordination, and execution. With multiple stakeholders, tight…
Automatic Call Analysis in CRM: How Planfix AI Keeps an Eye on Your Sales Team
Picture the scene: Your sales department is buzzing like a coffee-fueled beehive. Managers are chatting with clients, phones are ringing off the hook, and deals are…
What’s New in Planfix: July – August 2025
Here's what's new for our tech-savvy crowd: Update now and let us know what you think! iOS: https://apps.apple.com/us/app/id1475346366Android…
Planfix AI: Because Sometimes You Don’t Have Time to Listen
Who has the time (or patience) to sit through every voice message these days? Luckily, Planfix has come up with an innovative solution: the “Transcribe Audio” button…
Work Management System Overview: What Planfix Can Do
Watch a 3-minute Planfix overview: how a work management system brings tasks, projects, deals, client chats, documents and dashboards together.
Boost CRM with Planfix AI Automation
Customer relationship management has reached a critical inflection point. Traditional CRM systems, while functional, often burden teams with tedious manual data entry…