We’ve already used the humble light bulb to show how everything connects in Planfix. Now it’s time to go a little deeper and look at how the setup actually works. This…
Store team passwords in Planfix directories and choose who can view, edit or delete each entry. A two-minute video on access settings and new directories.
If you're just getting started with Planfix, terms like "data tags," "objects," and "directories" might sound better suited to accountants, system administrators, or…
January and February may be over, but our efforts to improve Planfix are just getting into full swing. Check out our latest updates and improvements to optimize your…
Throughout September, the Planfix team was fine-tuning the system. We're excited to announce a host of fixes designed to increase efficiency and improve user experience…
May’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…
One of the main goals of Planfix is to streamline routine tasks and operations. If something can be automated and simplified, it should be. This applies to planning…
A handy tag shows the number of files you've added, plus there's an option to delete them all in one go: There is now a smaller, more attractive notice window instead of…
Integrating Planfix with Google Maps opens up a new realm of possibilities for managing tasks, contacts, and projects, making these processes even more convenient. You…
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…
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…
Directories hold data your team uses often but rarely changes, such as products and prices, services and request types. A directory entry field replaces free text with a choice from a list, so filters and reports add up. These articles show how to set up directories and standardize data entry with them.
