How to Create a Data Tag in Planfix and Track Expenses
A 3-minute video + steps: create a data tag in Planfix, log expenses in a task comment and turn the entries into reports with tables and charts.
Automatic Script Examples in Planfix: Email and SMS
3-minute video + steps: two automatic script examples in Planfix that email a client when a task is completed and send an SMS from a task field.
How to Let Clients Book Meetings Themselves in Planfix
2-minute video + steps: let clients book meetings themselves in Planfix, sync Google Calendar and Calendly, and avoid double-booked slots.
Unread Events in Planfix: Read, Remind or Reply
A 3.5-minute video and steps: clear unread events in Planfix one by one, mark them as read, postpone an event with a reminder and reply in the task.
Migration From Trello to Planfix
Planfix is introducing another new feature. We've added "Import data from other services" to the "Integrations" section. As of now, this includes an option to import…
How to Create an Hourly Schedule for Your Team in Planfix
90-second video and steps: build an hourly schedule in Planfix that shows your team's day hour by hour, from data tags to quick filters by date.
Quick Replies in Planfix: Answer Repeat Questions Fast
1-minute video + steps: set up quick replies in Planfix, pick canned responses with an asterisk in a comment and personalize them with variables.
What’s New in Planfix: May
We continue to work on refining the link diagram. This time we have extended the list of commands: we have added key shortcuts for copying and pasting. CTRL + C = copy…
How to Send Emails from Planfix
In our technologically driven world, efficient communication is a must. Planfix, a tool designed to facilitate communication and enhance productivity, has a range of…
What’s New in Planfix: April
We have fantastic news for Planfix REST API users! We've enhanced your ability to work with employees by incorporating advanced filtering options. Now, you can obtain…
Dynamic customer segmentation in Planfix
"Yes, of course. We do that!" This was our answer to a user's request. And that request was as follows: "Please make a note or video tutorial about dynamic customer…
What’s New in Planfix: February
The task details window in Planfix has been updated to remain open when switching to another task. This is a valuable feature for managers who need to view additional…