RBAC (role-based access control) is an authorization model where permissions are attached to roles that represent job functions, and users receive those permissions by…
Keeping business data secure is a top priority for modern companies. With remote teams, multi-device access, and increasing use of AI automation, organizations need more…
A 1-minute video and steps: edit comments in Planfix, delete and restore them, and read the comment log that keeps every change with its author.
A 3-minute video and steps: employee management in Planfix, with bulk edits, a company structure that shares access, a time off calendar and replacements.
Compare organizational charting software for growing teams, from free diagramming tools to Planfix and data-connected platforms.
A 2-minute video and steps: build a company structure in Planfix with workgroups and managers, so access to tasks and reports follows your org chart.
Managing work without clear numbers is like steering a ship with the instruments painted over. To understand what is really happening, managers often have to piece the…
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…
Standardize data entry in Planfix with directories: pick values from predefined lists, block duplicates, import records and set who can edit entries.
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…
Manual libraries of canned responses are officially a thing of the past. With the latest update, the Planfix AI assistant can now work directly with your company's…
Time and expense tracking inside Planfix tasks: set up data tags for costs and labor hours, limit who sees financial data and feed entries into reports.
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.
April'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…
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…
2-minute video + steps: optimize contact management in Planfix with access levels, message history in one task, call reports and virtual PBX integration.
Set up a simple knowledge base in Planfix: an object for articles, statuses to archive old ones and a project with read and edit roles. Watch the video.
Planfix Planner is like the Swiss Army knife of task management — it’s versatile, reliable, and easy to set up. With Planfix Planner, you can organize your workflows…
Learn how an internal knowledge base works in Planfix: find articles with quick filters, add sections, manage statuses and control access to articles.
2-minute video + steps: link directories in Planfix with a Directory entry field, filter entries, set up quick replies and share entries in comments.
A 3-minute video and the steps to create a task filter in Planfix: set conditions and filter logic, group and sort tasks, pick columns and share it.
9-minute video + steps: find out why a task is not showing in the Planfix Planner, test a planner list and fix filters, grouping and access.
8-minute video + steps: set up access rights in Planfix for tasks, projects, contacts, fields, directories and reports, so employees see only their data.
How often have you wanted to visualize the entire process of working on a product? We've often felt that way too. We needed a tool that could graphically depict the…
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…
In Planfix, access starts with the task: its assigner, assignees, participants and auditors see it, and access to one task does not open the rest of its project. Permissions also cover projects, contacts, planners, directories, reports and data tags. These articles explain role-based access control and show how to store team passwords in a restricted directory.
