How to Book a Meeting Room in Planfix, Step by Step
2-minute video and steps: book a meeting room in Planfix with a booking data tag and an hourly calendar, so everyone sees when the room is free.
How to Set Up a Simple Knowledge Base in Planfix (Video)
Set up a simple knowledge base in Planfix: an object for articles, statuses to archive old ones and a project with read and edit roles. Watch the video.
How to Fix 12 Common Issues with Disappearing Tasks in the Planfix Planner
Planfix Planner is like the Swiss Army knife of task management — it’s versatile, reliable, and easy to set up. With Planfix Planner, you can organize your workflows…
What’s New in Planfix: September and October 2024
Throughout September and October, the Planfix team was fine-tuning the system. We're excited to announce a host of fixes designed to increase efficiency and improve user…
Internal Knowledge Base in Planfix: Getting Started
Learn how an internal knowledge base works in Planfix: find articles with quick filters, add sections, manage statuses and control access to articles.
How to Export Data from Planfix to Google Sheets
1.5-minute video + steps: export data from Planfix to Google Sheets — reports, task lists and contacts — and choose which columns reach the spreadsheet.
Fall 2024 Leader
Planfix wins the Fall 2024 Leader Award in Business Software from SourceForge. This prestigious award is given to products that have received the highest levels of…
Buttons in Planfix Tasks: Log Data in One Click
Buttons in Planfix tasks: a 1.5-minute video and the steps to set up a List field with colored buttons so your team logs data in a task in one click.
5 Stages of Task Management
Task management comprises various stages that ensure the effective and efficient completion of a variety of projects or responsibilities. These stages guide you through…
How to Catch Deadline Slippage Before a Task Is Late
3.5-minute video and steps to catch deadline slippage in Planfix: a forecast date field, scripts that flag delays, and a weekly email report for managers.
How to Set Up a Classic CRM in Planfix
Does your team ever miss out on important emails or scramble to reply to customer requests? When this happens to often, you might wake up one morning to find out all of…
How to Set Up an Employee Task List in Planfix
2-minute video + steps: add an employee in Planfix, assign their first task and build an employee task list in the Planner, grouped by status and due date.