Deviation Management: Setting Up a Traffic Light (RAG) for Task Monitoring in Planfix
Recently, we promised to explain how to set up report mailing with a traffic light system. This system allows tracking of whether team members are completing their tasks…
What’s New in Planfix: April 2024
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…
Does CRM Require a Big IT Investment?
Companies will typically consider implementing Customer Relationship Management (CRM) systems at different stages of their growth. But whether it's scaling up the…
How to Show Conditional Text with IF and ELSE in Planfix
2-minute video and steps: set up conditional text in Planfix with IF and ELSE so one task description changes its message based on the order amount.
Objects: The Universal Planfix Unit
Goodbye to the task case! And farewell to the task discussion, the task event, and the entire concept of a task-something. From now on, these will simply be known as…
Variables and Formulas in Planfix: Automate Calculations
Video walkthrough plus steps: use variables and formulas in Planfix to calculate a discount automatically in the deal description, without manual math.
How to Use Variables in Task Names in Planfix
1-minute video and steps: use variables in task names in Planfix so every deal is created with its number already in the title, with no manual typing.
What’s New in Planfix: March 2024
Throughout March, the Planfix team was fine-tuning the system. We're excited to announce a host of fixes designed to increase efficiency and improve user experience…
Email Management Automation: Sort and Assign Emails
2-minute video and steps: set up email management automation in Planfix so incoming emails become tasks, sorted by keyword and assigned to the right team.
Business Proposal in Pictures: Add an Image to the Document Template
One of the main goals of Planfix is to streamline routine tasks and operations. If something can be automated and simplified, it should be. This applies to planning…
Why is CRM Important for Enterprise?
CRM is a powerful tool to improve a company's customer loyalty and secure a sustainable competitive advantage. Through a blend of people, practices, and technology…
Evolution Has no End: Introducing a New Task Creation form in Planfix
We've completely revamped the project task creation form, and after a significant effort, we're excited to present our results to you. Please join us as we explore the…