We get asked often how to set up a work calendar in Planfix that shows employees' vacation days, sick days, and other time off. Today's case will be useful both for…
How much time do you spend planning your meetings? 2 minutes? 10 minutes? And what if you have 10-15 meetings to plan? How much time would you spend on that? Often, this…
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…
3-minute video + steps: schedule recurring tasks in Planfix, repeat them on the first business day of the month and see future workload in the calendar.
Syncing cleaners’ Google Calendars with your CRM eliminates double booking, missed visits, and manual updates. When calendar and CRM stay in sync, dispatchers, field…
October 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…
Staying organized is more challenging than ever in today’s fast-paced world. Between back-to-back meetings, project deadlines, personal appointments, and sudden changes…
Staying ahead of the competition has never been more important, or more difficult. And if you really want your company to be more productive, you should start by…
Learn how to track overdue tasks in a Planfix planner: collect them in one list automatically, ask assignees why and set new deadlines on a calendar.
Learn how to make a payment calendar in Planfix: a payments object with statuses and a report that sums payments by date, so you see what’s due each week.
Throughout March, 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 and steps: set task reminders in Planfix, add recurring reminders and build a reminder planner from the Chronicle and a calendar.
Managing projects can sometimes feel like juggling a hundred things at once. From deadlines to various tasks to meetings, the last thing you want to do is be the one to…
84-second video + steps: use hidden Planfix planner features to edit tasks from a card, change status by dragging and see reminders in a calendar.
Throughout June, 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. Stay…
1.5-minute video + steps: add events to a calendar in Planfix, set up a compact event form in an hourly Planner list and sync it with Google Calendar.
2-minute video + steps: let clients book meetings themselves in Planfix, sync Google Calendar and Calendly, and avoid double-booked slots.
In Planfix, a calendar is a Planner list that places tasks on a day, week or month grid by their dates, and dragging a task changes its date. A Planner calendar syncs both ways with Google Calendar or Microsoft Outlook Calendar. These articles cover sync setup, time-off and payment calendars, and meeting scheduling.
