A short tour of the task card in Planfix: change the status and due date, edit fields, tick off the checklist and search comments by word or phrase.
Team task management in Planfix: assign roles, split work into checklists and subtasks, keep files and chat in the task, and notify only the right people.
A 3-minute video and steps: eight checklist tips for Planfix, from keyboard shortcuts and copying a list to items that become separate subtasks.
One-minute video and steps: break down a large task into subtasks in Planfix with checklists, import a list of stages and track progress.
Automating the distribution of cleaning checklists through a CRM enhances efficiency in residential cleaning businesses by ensuring cleaners receive detailed task lists…
1.5-minute video + steps: collect confirmations from employees in Planfix with a checklist item for each assignee, without chasing anyone by email.
Throughout December 2024 - January 2025, the Planfix team was fine-tuning the system. We're excited to announce a host of fixes designed to increase efficiency and…
A 6-minute video and steps: see why teams stop trying to manage tasks in Excel, and set up reminders, deadlines, checklists, chat and workload in Planfix.
3.5-minute video + steps: assign checklist items to a specific person in Planfix, track who completed what and when, and turn an item into a subtask.
A checklist splits a task into steps ticked off with one click in the task card: up to 300 items, nesting, an assignee per item and drag-and-drop ordering. An item can become a subtask when a step grows. These articles explain when to use a checklist item or a subtask and show checklists in team tasks and cleaning jobs.
