Scheduled Reports: Efficiently Manage Task Completion
I once had the opportunity to speak with an accountant named Irina. She provides accounting services for businesses and self-employed individuals, managing her workflow…
Do Startups Need Project Management?
Project planning and management play a crucial role in the success of startups. They offer numerous benefits and are therefore essential for the efficient operation of…
What’s New in Planfix: October
We've refreshed the editor icons and improved their display on various devices. We continue to actively work on the appearance of Planfix, with more changes on the way…
What’s New in Planfix: September
We've added direct integration with the WhatsApp Cloud API. You can find details on how to set it up in the documentation. — An icon has been added to the top menu of…
How to Reserve Time in a Calendar for Breaks and Shifts
90-second video and steps: reserve time in a calendar in Planfix so no tasks are placed on breaks, shifts or flexible hours, and keep the slot booked.
How to Make a Task Repeat in Planfix and Stop It
A 2-minute video plus steps: make a task repeat in Planfix with the recurrence icon, manage the template it creates and stop the repetition in one click.
How to Assign Checklist Items and Track Who Did What
3.5-minute video + steps: assign checklist items to a specific person in Planfix, track who completed what and when, and turn an item into a subtask.
Shared Inbox for Customer Conversations in Planfix
3:54 video + steps: run customer conversations through one shared inbox in Planfix, reply from the task, hand it over and keep the full history.
How to Create a Facebook Lead Ad and Get Leads as Tasks
3.5-minute video + steps: create a Facebook lead ad from your page, build the lead form and sync its fields so each lead lands in Planfix as a task.
How to Insert Directory Entries into Tasks and Comments
2-minute video + steps: insert directory entries into tasks and comments in Planfix, share instructions by link and paste standard answers to clients.
How to Use a Mind Map for Task and Project Management
A 90-second video and steps: use a mind map for task and project management in Planfix, connect blocks, turn them into tasks and export the diagram.
How to Create a Sequential Task Template in Planfix
2-minute video + steps: build a sequential task template in Planfix so each task in the chain activates automatically when the previous one is done.