What’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 readingAutomated Scripts
Useful articles about project management, CRM, task and teamwork management on the Planfix Blog. Find out information about
Objects: 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…
Continue readingNew 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 simplify and accelerate the workflow within any company. The new feature will be…
Continue readingWhat’s New in Planfix: May
Copying and Pasting in a Link Diagram We continue to work on refining the link diagram. This time we have extended the list of commands: we have added key shortcuts…
Continue readingWhat’s New in Planfix: April
New in Planfix REST API We have fantastic news for Planfix REST API users! We’ve enhanced your ability to work with employees by incorporating advanced filtering options. Now, you can…
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