How teams run work in Planfix: setups, use cases and product news.

Industry Insights

Best Free Project Management Software

Managing projects effectively is a cornerstone of success for businesses, freelancers, and teams of all sizes. Whether you're launching a startup, coordinating a team…

June 13, 2025 36 min read 851
Video

How to Track Invoices from Issue to Payment in Planfix

Track invoices from issue to payment in Planfix with a ready-made solution: invoice statuses, an invoice Kanban board, templates and billing reports.

June 11, 2025 4 min read 19
Video

How to Track Overdue Tasks in a Planfix Planner

Learn how to track overdue tasks in a Planfix planner: collect them in one list automatically, ask assignees why and set new deadlines on a calendar.

June 11, 2025 4 min read 15
Video

Planfix Chronicle: Clear Your Task Notification Inbox

Use the Planfix Chronicle as a task notification inbox: work through unread, new, completed, review and overdue task events until nothing is left.

June 11, 2025 4 min read 15
Tips

How to Track Team Efficiency

Team efficiency is one of those things that can quietly make or break a business. This has left many business leaders wondering how to measure the productivity in a way…

June 6, 2025 11 min read 342
News

What’s New in Planfix: May 2025

May’s Planfix update is here, and we're excited to show you new features that will make your life easier and increase productivity. Keep reading for more - there's…

June 2, 2025 3 min read 237
News

Planfix Named the Top Rated Software by Top Business Software

We’re proud to share that Planfix has been recognized as a Top Rated Software for Spring 2025 by Top Business Software! Chosen from over 106,000 products, this award…

May 30, 2025 2 min read 155
Industry Insights

Workflow Automation Use Cases

Let's be real—workflow automation is like having a super-efficient robot teammate. In plain English, it’s about letting technology take over the boring, repetitive tasks…

May 27, 2025 9 min read 593
Industry Insights

RFM Analysis in Planfix: How to Identify Your “Golden” Customers

If you want to run a successful business, segmenting your customer base is one of the most powerful tools at your disposal. I mean, wouldn’t it be great if you could…

May 23, 2025 12 min read 351
News

Spring 2025 Leader in Project Management

We're excited to announce that Planfix has been recognized as a Spring 2025 Leader in the Project Management Software category on SourceForge, one of the most trusted…

May 7, 2025 2 min read 209
News

What’s New in Planfix: April 2025

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…

May 6, 2025 2 min read 218
Video

How to Make a Payment Calendar in Planfix, Step by Step

Learn how to make a payment calendar in Planfix: a payments object with statuses and a report that sums payments by date, so you see what’s due each week.

May 5, 2025 4 min read 17