How to Make Reports More Informative in Planfix
3-minute video + steps: make reports more informative in Planfix — pick the object, group the rows, calculate columns with formulas and export the result.
How to Link Directories in Planfix and Filter Entries
2-minute video + steps: link directories in Planfix with a Directory entry field, filter entries, set up quick replies and share entries in comments.
Printing Industry Case: Order Buffer for Plotter Operation
This case study is relevant to print shops, textile companies, and other production businesses. It explores modern technologies for optimizing processes, enhancing…
How to Set Task Priority in Planfix with a Custom Field
2-minute video + steps: set task priority in Planfix with a custom List field, show it on planner cards and group your tasks by priority level.
What’s New in Planfix: June 2024
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…
How to Link Tasks Across Projects in Planfix
3-minute video + steps: link tasks across projects in Planfix with a Task set field and one button that creates a task for another department.
FOREACH in Planfix: List Products in a Task Description
3-minute video plus steps: use FOREACH in Planfix to list every product or service from a field in the task description, one line per value.
Why a Task Is Not Showing in the Planfix Planner
9-minute video + steps: find out why a task is not showing in the Planfix Planner, test a planner list and fix filters, grouping and access.
How to Send Automatic Deal Status Emails to Customers
Under-2-minute video + steps: send automatic deal status emails to customers in Planfix with one button and an ELSEIF block in the email template.
Deviation 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…
How to Show Conditional Text with IF and ELSE in Planfix
2-minute video and steps: set up conditional text in Planfix with IF and ELSE so one task description changes its message based on the order amount.
Variables and Formulas in Planfix: Automate Calculations
Video walkthrough plus steps: use variables and formulas in Planfix to calculate a discount automatically in the deal description, without manual math.
How to Use Variables in Task Names in Planfix
1-minute video and steps: use variables in task names in Planfix so every deal is created with its number already in the title, with no manual typing.
Evolution Has no End: Introducing a New Task Creation form in Planfix
We've completely revamped the project task creation form, and after a significant effort, we're excited to present our results to you. Please join us as we explore the…
How to Configure an Object in Planfix, Step by Step
A short video and steps: configure an object in Planfix end to end, from fields and statuses to a kanban board, an object script and a button.
Dynamic Blocks in Task Description
Today we're going to talk about a powerful feature in Planfix for automating your business processes - dynamic blocks in task descriptions. This feature is available to…
How to Set Up Access Rights in Planfix: Who Sees What
8-minute video + steps: set up access rights in Planfix for tasks, projects, contacts, fields, directories and reports, so employees see only their data.
Maps in Planfix
Integrating Planfix with Google Maps opens up a new realm of possibilities for managing tasks, contacts, and projects, making these processes even more convenient. You…
Planfix Content Plan
This guide outlines the steps to develop a content plan and automate workflows in Planfix. At our company, Planfix integrates all of our business processes, including…
How to Create a Facebook Lead Ad and Get Leads as Tasks
3.5-minute video + steps: create a Facebook lead ad from your page, build the lead form and sync its fields so each lead lands in Planfix as a task.
New Action in Automated Contact Scripts: Create a Project from a Template
Project templates are specific Planfix objects that simplify and accelerate the workflow within any company. The new feature will be a great advantage for anyone working…
What’s New in Planfix: November
We have integrated Planfix with SMS services: Twilio, Plivo, Vonage, Telnyx, SimpleTexting, TextUs. We've added a search for the planner filters by name. So now it's…