Planfix Mobile App 0.64: Notifications and Hourly Calendar
Planfix mobile app 0.64 adds custom notifications for tasks, task creation in the hourly calendar and redesigned forms for data tags and recurrence.
How to Set Up Task Reminders in Planfix
2-minute video and steps: set task reminders in Planfix, add recurring reminders and build a reminder planner from the Chronicle and a calendar.
Planfix Wins Best for Startups 2025 Award
We’re excited to announce that Planfix has been recognized as Best for Startups 2025 at the SoftwareSuggest Winter Awards 2025! 🏆 At Planfix, we’re dedicated to helping…
Project Totals Fields: Tracking Profitability in Planfix
Alright, today we’re going to talk about something we all care about: profitability. After all, every business owner, manager, and worker wants to ensure their hard work…
How to Filter Contacts by Company Fields in Planfix
1-minute video + steps: filter contacts by company fields in Planfix, add company data as filter columns and keep contact and company cards in sync.
Winter 2025 Leader
Planfix wins the Winter 2025 Leader Award in Project Management Software from SourceForge. This award recognizes exceptional companies with outstanding user reviews that…
How to Prioritize Tasks with the Planfix Eisenhower Matrix
Let’s not kid ourselves: juggling tasks is no fun, especially when you have multiple projects, deadlines, and probably a few surprise meetings to attend. Whether you’re…
How to Stop Forgetting Tasks at Work with Reminders
Stop forgetting tasks at work: a 1-minute video plus steps to turn chat requests into tasks in Planfix and set reminders that reach the right people.
How to Show Task Counts and Totals in a Planfix Planner
2-minute video and steps: show task counts and totals in a Planfix planner list, sum a field for paid deals and cap how many cards a list accepts.
What’s New in Planfix: December 2024 – January 2025
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…
Linked Fields: Two-Way Links Between Task and Contact Fields
Need two-way linked fields? In Planfix, linked fields pair task or contact fields: fill in one, and the other updates automatically. Watch the setup.
How to Prioritize – The Ultimate Collection of Techniques and Methods
In today’s cut-throat work culture, managing priorities is no longer a nice-to-have skill — it has become a lifeline to stay focused and organized. With the right…