Organize a Knowledge Base in Planfix
This article will guide you in setting up a knowledge base with Planfix. We'll focus on the use of reference directories. Planfix directories are similar to other…
Have You Had Any Experience with AI?
Recently we asked ChatGPT why entrepreneurs need to use Planfix in business. Question:— Why should I use Planfix?ChatGPT’s answer:— Planfix is a project management and…
Winter 2023 Star Beginner Award
Planfix has been awarded the "Winter 2023 Star Beginner Award" by Software Suggest. As a provider of custom software solutions for businesses, organizations, and…
What’s New in Planfix: January
We've made printing tasks more efficient by allowing you to pick specific options such as "Description," "Title," "Status," and "Assigner and Creation Date" as separate…
Working in Planfix Via Telegram
Chats/messengers and management systems have been fighting a full-fledged battle for the soul of the work team for ages. There can be no definite winner in this eternal…
What’s New in Planfix: December
We've taught Planfix to pull in the name of a task when a link to it is added. Now you won't have to go to the task to view its name, and what's more, the color the name…
Issuing Invoices on a Schedule
Automated invoice issuing can be useful in companies that work with subscription-based clients, where standard invoices are issued monthly. After all, no one really…
Competition for Tasks: A Case for Support Teams and Freelancers
We're going to discuss a Planfix feature that's easy to miss but could help you organize workflows related to task distribution. The topic we're going to discuss is…
What’s New in Planfix: November
We have integrated Planfix with SMS services: Twilio, Plivo, Vonage, Telnyx, SimpleTexting, TextUs. We've added a search for the planner filters by name. So now it's…
Planfix Calendars: The Time-off Graphic
We get asked often how to set up a work calendar in Planfix that shows employees' vacation days, sick days, and other time off. Today's case will be useful both for…
HelpDesk and Service Desk Based on Planfix
Planfix is a universal team-management tool. Along with other business processes, our support team works in Planfix. In this case, we're going to discuss how we use the…
What’s New in Planfix: October
We've added a row for the Assigner field in the daily schedule. This helps when you need to display all tasks in the schedule that a certain employee has created, which…