Why Do Nonprofits Need CRM Systems?
In the fast-paced world of nonprofit organizations, maintaining effective relationships with donors, volunteers, and supporters is crucial for success. Customer…
What’s New in Planfix: February
We jazzed up the reports with a fresh, trendy design: — You can now tag people (@name) in the comments.— In the full comment form, we have added the ability to change…
How Planfix Scripts Work: Setting Up and Cases
One of the primary goals of the Planfix corporate management system is to improve time and teamwork management. It allows you to use scripts and automation to save time…
How to Sort Emails in Planfix with a Planner Board
2.5-minute video and steps: sort emails in Planfix with a planner board, filter incoming email tasks into lists and reassign them by dragging a card.
How to Manage Task Comments: Pin, Postpone, Convert
7-minute video + steps: manage task comments in Planfix, read them by color, pin and postpone them, turn one into a task and clear unread ones.
How to Configure an Object in Planfix, Step by Step
A short video and steps: configure an object in Planfix end to end, from fields and statuses to a kanban board, an object script and a button.
What’s New in Planfix: December 2023 and January 2024
A handy tag shows the number of files you've added, plus there's an option to delete them all in one go: There is now a smaller, more attractive notice window instead of…
How to Import Related Tasks from Microsoft Project into Planfix
We've integrated Planfix with Microsoft Project. Microsoft Project information optimizes workflow efficiency, ensuring a smoother transition between systems while…
Dynamic Blocks in Task Description
Today we're going to talk about a powerful feature in Planfix for automating your business processes - dynamic blocks in task descriptions. This feature is available to…
How to Set Up Access Rights in Planfix: Who Sees What
8-minute video + steps: set up access rights in Planfix for tasks, projects, contacts, fields, directories and reports, so employees see only their data.
What Is Enterprise Project Management Software?
Enterprise Project Management (EPM) is a central component of modern project management, especially for large organizations that handle multiple projects simultaneously…
Winter 2024 Leader
Planfix wins the Winter 2024 Leader Award in Project Management Software from SourceForge. This award recognizes exceptional companies with outstanding user reviews that…