How to Make Reports More Informative in Planfix
3-minute video + steps: make reports more informative in Planfix — pick the object, group the rows, calculate columns with formulas and export the result.
What Is Task Management Software Used for?
In today’s fast-paced world, being good at using task management software can make a big difference. It helps you organize, prioritize, and keep track of your tasks to…
Advantages of Task Management Software
Task management systems are indispensable tools that allow you to organize and manage your workload efficiently. Task management software offers several advantages…
Object Scripts in Planfix: Automate Notifications
A 3-minute video + steps: set up object scripts in Planfix to send an automatic customer email when a task is completed and an SMS from a task field.
How to Link Directories in Planfix and Filter Entries
2-minute video + steps: link directories in Planfix with a Directory entry field, filter entries, set up quick replies and share entries in comments.
Printing Industry Case: Order Buffer for Plotter Operation
This case study is relevant to print shops, textile companies, and other production businesses. It explores modern technologies for optimizing processes, enhancing…
Hidden Planfix Planner Features: Edit Tasks Faster
84-second video + steps: use hidden Planfix planner features to edit tasks from a card, change status by dragging and see reminders in a calendar.
How to Organize Reports in Planfix and Find Them Faster
90-second video + steps: organize reports in Planfix — name them clearly, group them, run them inside a task or project and get them by email on a schedule.
What’s New in Planfix: July and August 2024
Throughout July and August 2024, the Planfix team was fine-tuning the system. We're excited to announce a host of fixes designed to increase efficiency and improve user…
What Are the Benefits of Project Management Software?
Effective project management is essential for profitable operations and efficient business scaling. It ensures that teams complete projects on time, stay within budget…
Case Study: How to Set Up a Kanban Board in Planfix
New users unfamiliar with Planfix often wonder how to set up a Kanban-format task list assigned to a specific employee. At first glance, this seems like a…
How to Set Task Priority in Planfix with a Custom Field
2-minute video + steps: set task priority in Planfix with a custom List field, show it on planner cards and group your tasks by priority level.