How to Organize Project Tasks Around a Common Goal
A 3-minute video and steps on how to organize project tasks in Planfix: roles, subprojects, project documents, reports and reusable project templates.
How to Set Up Sequential Tasks: Step-by-Step Handoffs
Learn how to set up sequential tasks in Planfix: chain subtasks, keep future stages in drafts and pass each step to the next assignee automatically.
Understanding Event Management Software: A Comprehensive Guide
Event planning requires juggling multiple tasks, from coordinating vendors to tracking budgets and engaging attendees. Event management software simplifies these…
Best Event Management Software
Organizing events, whether corporate conferences, nonprofit fundraisers, or small community gatherings, requires meticulous planning and coordination. The best event…
Task Checklists in Planfix: How to Stop Missed Steps
Task checklists in Planfix split complex work into steps, give each item an owner and show progress on Planner cards. See how in this two-minute video.
Best Diagram Software Tools
Let’s be honest - most diagrams end up as pretty pictures that nobody looks at again. You spend hours drawing them, share the file, and then watch everything fall apart…
Automated Project Reports: Build an Expense Report
Set up automated project reports in Planfix: total expenses from data tags, group them by project, add charts and email managers a link on a schedule.
Planfix Recognized by Users as a G2 Summer 2026 High Performer
We’re happy to share that Planfix has been recognized as a High Performer in the G2 Summer 2026 Reports. G2 is one of the world’s leading software review platforms…
Team Workload Management in the Planfix Planner
A 3-minute video on team workload management in Planfix: a planner list per employee, tasks created in the right list, drag and drop to reassign work.
Work Notification Management: Inbox Zero in Chronicle
Work notification management with Chronicle in Planfix: one feed instead of notification overload. Read, postpone or answer each event and keep it at zero.
Team Task Management: How a Task Works in Planfix
Team task management in Planfix: assign roles, split work into checklists and subtasks, keep files and chat in the task, and notify only the right people.
How to Assign Tasks to Employees: Beginner’s Video Guide
Learn how to assign tasks to employees in Planfix: add a colleague, choose one or several assignees and control who sees each task. Watch the short video.