Useful articles about project management, CRM, task and teamwork management on the Planfix Blog. Find out information about
Manage Data Tag You can now manage data tag permissions for employee groups. We’ve finally addressed this long-standing oversight! Simplified Copying You can now copy charts directly from reports. The…
Continue readingTask management comprises various stages that ensure the effective and efficient completion of a variety of projects or responsibilities. These stages guide you through the entire process, from the initial…
Continue readingOpen spaces have replaced traditional offices, but the need for private conversations remains. Today, meeting rooms have become the focal point of offices. We first described a resource management case…
Continue readingBuilding strong customer relationships is increasingly important in today’s fast-paced business world. This is where Customer Relationship Management (CRM) comes into play. CRM isn’t just a tool but a strategic…
Continue readingMay’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 definitely something…
Continue readingOne 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 readingToday 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 all paid account holders. What…
Continue readingWhat is Resource Management, and Why is It Important? Resource management involves effectively planning, organizing, and allocating a company’s resources, such as finances, personnel, materials, and time. It is undoubtedly…
Continue readingLinkedIn claims the world’s CRM all-in-one app industry was about $25.8 bln in 2022 and is projected to reach approximately $88.7 billion by 2032. So, the mentioned market will grow…
Continue readingTask Print Settings We’ve made printing tasks more efficient by allowing you to pick specific options such as “Description,” “Title,” “Status,” and “Assigner and Creation Date” as separate options. As…
Continue readingThe Assigner Field in the Daily Schedule We’ve added a row for the Assigner field in the daily schedule. This helps when you need to display all tasks in the…
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