Useful articles about project management, CRM, task and teamwork management on the Planfix Blog. Find out information about
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, structure tasks, and manage…
Continue readingTask management comprises various stages that ensure the effective and efficient completion of a variety of projects or responsibilities. These stages guide you through the entire process, from the initial…
Continue readingRecently, we promised to explain how to set up report mailing with a traffic light system. This system allows tracking of whether team members are completing their tasks on time….
Continue readingApril 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 workflow even more. New…
Continue readingGoodbye to the task case! And farewell to the task discussion, the task event, and the entire concept of a task-something. From now on, these will simply be known as…
Continue readingOne 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, building customer…
Continue readingOne of the primary goals of the Planfix corporate management system is to improve time and teamwork management. It allows you to use scripts and automation to save time on…
Continue readingThe Design of the File Upload Window Has Been Updated A handy tag shows the number of files you’ve added, plus there’s an option to delete them all in one…
Continue readingThe easiest way to show your customers or counterparties that you care is to send them a message notifying them of important updates. This can be as simple as: Meanwhile,…
Continue readingThe Direct Integration with WhatsApp Cloud API We’ve added direct integration with the WhatsApp Cloud API. You can find details on how to set it up in the documentation. A…
Continue readingSome features of Planfix have been improved based on requests and feedback from our users to the Support Service. This was the case with enhancing the email tracking feature. Let’s look…
Continue reading“Make everything as simple as possible, but not simpler.” Albert Einstein Project templates are specific Planfix objects that simplify and accelerate the workflow within any company. The new feature will be…
Continue reading