What’s New in Planfix: July 2026
July's Planfix update is here, and we're excited to show you new features that will make your life easier and increase productivity.Keep reading for more - there's…
Planfix Recognized as a Summer 2026 Category Leader on SourceForge
Planfix has once again been recognized by the people who matter most – its users. We’re proud to share that Planfix has earned the Summer 2026 Category Leader award from…
How to Track Project Milestones and Prevent Missed Deadlines
Project milestones are checkpoints that show whether or not a project is progressing on schedule. To prevent missed deadlines, teams should define milestones before work…
Custom Objects in CRM: Fields and Statuses in Planfix
Custom objects in CRM let you model leads, deals or requests. See how Planfix objects use custom fields, statuses, transition rules and permissions.
Task-Based Communication: Move Chat Discussions into Tasks
Task-based communication keeps decisions out of chat threads. See how Planfix lets you ask colleagues, add assignees and follow replies in the Chronicle.
How to Standardize Data Entry with Directories
Standardize data entry in Planfix with directories: pick values from predefined lists, block duplicates, import records and set who can edit entries.
Omnichannel Customer Communication: No Lost Leads
Omnichannel customer communication in Planfix: bring WhatsApp, Telegram, Viber, email and forms into one window so no lead or client chat gets lost.
AI Business Process Automation: A Video Guide
AI business process automation in Planfix: build a workspace from a text request, add AI agents to tasks, let AI summarize discussions and extract data.
How to Schedule Recurring Tasks and Automate Routine Work
3-minute video + steps: schedule recurring tasks in Planfix, repeat them on the first business day of the month and see future workload in the calendar.
How to Mention Team Members in Task Comments
How to mention team members in task comments in Planfix: notify a whole department, leave personal notes, and hide comments to cut notification noise.
Task Search in Planfix: Find, Filter, Sort Tasks
Task search in Planfix, step by step: find a task by keyword, narrow the list with filters, sort tasks by last comment and search inside the Planner.
Planfix Bulk Employee Registration via Self-Registration Link
Do you remember adding your first employees to Planfix? At the beginning, it probably felt quick and easy. You simply entered their first name, last name, email, and…