What’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 readingAutomated Scripts
Useful articles about project management, CRM, task and teamwork management on the Planfix Blog. Find out information about
How 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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