How To Automatically Save Sent Emails in Task Comments
The easiest way to show your customers or counterparties that you care is to send them a message notifying them of important updates. This can be as simple as…
Maps in Planfix
Integrating Planfix with Google Maps opens up a new realm of possibilities for managing tasks, contacts, and projects, making these processes even more convenient. You…
Enterprise Resource Management: Pre-booking Meeting Rooms
Resource management involves effectively planning, organizing, and allocating a company's resources, such as finances, personnel, materials, and time. It is undoubtedly…
How to Choose Task Management Software for Small Business?
In today's dynamic business landscape, effective task management systems are crucial, especially designed for small businesses that depend on smooth task coordination…
Interactive Business Meeting Scheduling
How much time do you spend planning your meetings? 2 minutes? 10 minutes? And what if you have 10-15 meetings to plan? How much time would you spend on that? Often, this…
Email and Telegram Notification Templates for Employees and Contacts with Extended Access to Planfix
We are actively working on Planfix. There are occasions when it is more convenient to receive various notifications via email or, even better, immediately on Telegram…
What’s New in Planfix: November
— Navigating "projects," "tasks," and "contacts" just got easier with our new quick filters.— You can now listen to audio files right in the comments section. — Say…
5 Reasons Not to Manage Tasks in Excel
A 6-minute video and steps: see why teams stop trying to manage tasks in Excel, and set up reminders, deadlines, checklists, chat and workload in Planfix.
CRM for Small Business: Benefits and Features to Look For
LinkedIn claims the world's CRM all-in-one app industry was about $25.8 bln in 2022 and is projected to reach approximately $88.7 billion by 2032. So, the mentioned…
Planfix Content Plan
This guide outlines the steps to develop a content plan and automate workflows in Planfix. At our company, Planfix integrates all of our business processes, including…
Gantt Charts from Planfix in Excel
Gantt charts are useful within Planfix because they store all the system's links between tasks. This means that when tasks are moved or their deadlines are changed on a…
It All Starts with an Idea: Whiteboard in Planfix
How often have you wanted to visualize the entire process of working on a product? We've often felt that way too. We needed a tool that could graphically depict the…