New Action in Automated Contact Scripts: Create a Project from a Template
“Make everything as simple as possible, but not simpler.” Albert Einstein Project templates are specific Planfix objects that…
Planfix Blog
Summer 2023 Top Performer
Planfix delivers customized software solutions for enterprises, nonprofits, startups, and freelancers. Our ultimate goal is to increase…
What’s New in Planfix: July
A New Planfix Mobile App 0.51 is Available What’s New: — Switch between sections of a task…
What’s New in Planfix: June
New in Charts Charts make any Planfix report more transparent, so we’ve improved the “Funnel” chart. Now…
How to Send Emails from Planfix
In our technologically driven world, efficient communication is a must. Planfix, a tool designed to facilitate communication…
Migration From Trello to Planfix
Planfix is introducing another new feature. We’ve added “Import data from other services” to the “Integrations” section….
What’s New in Planfix: May
Copying and Pasting in a Link Diagram We continue to work on refining the link diagram. This…
Interactive Business Meeting Scheduling
How much time do you spend planning your meetings? 2 minutes? 10 minutes? And what if you have 10-15…
What’s New in Planfix: April
New in Planfix REST API We have fantastic news for Planfix REST API users! We’ve enhanced your…
Dynamic customer segmentation in Planfix
“Yes, of course. We do that!” This was our answer to a user’s request. And that request…
What’s New in Planfix: February
Extended Task Details Window The task details window in Planfix has been updated to remain open when…
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…