Dynamic customer segmentation in Planfix
“Yes, of course. We do that!” This was our answer to a user’s request. And that request…
Planfix Blog
What’s New in Planfix: February
Extended Task Details Window The task details window in Planfix has been updated to remain open when…
Organize a Knowledge Base in Planfix
This article will guide you in setting up a knowledge base with Planfix. We’ll focus on the use…
Have You Had Any Experience with AI?
Recently we asked ChatGPT why entrepreneurs need to use Planfix in business. Question:— Why should I use…
Winter 2023 Star Beginner Award
Planfix has been awarded the “Winter 2023 Star Beginner Award” by Software Suggest. As a provider of…
What’s New in Planfix: January
Task Print Settings We’ve made printing tasks more efficient by allowing you to pick specific options such…
Gantt Charts from Planfix in Excel
Gantt charts are useful within Planfix because they store all the system’s links between tasks. This means…
Working in Planfix Via Telegram
Chats/messengers and management systems have been fighting a full-fledged battle for the soul of the work team…
Planfix Content Plan
This guide outlines the steps to develop a content plan and automate workflows in Planfix. At our…
What’s New in Planfix: December
Task Name in the Link We’ve taught Planfix to pull in the name of a task when…
Issuing Invoices on a Schedule
Automated invoice issuing can be useful in companies that work with subscription-based clients, where standard invoices are…
Competition for Tasks: A Case for Support Teams and Freelancers
We’re going to discuss a Planfix feature that’s easy to miss but could help you organize workflows…