How to Automate Business Processes in Your Company
Ever get the feeling that you’re wasting most of your working day on tedious, repetitive tasks – filling out the same forms or sending duplicate emails in a loop? You’re…
Continue readingAutomated Scripts
Useful articles about project management, CRM, task and teamwork management on the Planfix Blog. Find out information about
How to Fix 12 Common Issues with Disappearing Tasks in the Planfix Planner
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 reading5 Stages of Task Management
Task 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 readingDeviation Management: Setting Up a Traffic Light (RAG) for Task Monitoring in Planfix
Recently, 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 readingWhat’s New in Planfix: April 2024
April 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 readingObjects: The Universal Planfix Unit
Goodbye 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 readingBusiness Proposal in Pictures: Add an Image to the Document Template
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, building customer…
Continue readingHow Planfix Scripts Work: Setting Up and Cases
One 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 readingWhat’s New in Planfix: December 2023 and January 2024
The 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 readingHow To Automatically Save Sent Emails in Task Comments
The 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 readingWhat’s New in Planfix: September
The 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 readingEmail Tracking in Planfix
Some 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…
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