We’ve already used the humble light bulb to show how everything connects in Planfix. Now it’s time to go a little deeper and look at how the setup actually works. This…
Store team passwords in Planfix directories and choose who can view, edit or delete each entry. A two-minute video on access settings and new directories.
If you're just getting started with Planfix, terms like "data tags," "objects," and "directories" might sound better suited to accountants, system administrators, or…
January and February 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…
Throughout September, 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…
May’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…
1-minute video and steps: open the recycle bin in Planfix, restore a deleted task with all its comments, and see what only an admin can delete.
3-minute video + steps: set up income and expense accounting in Planfix — install the solution, fill the directories and read the payment report.
2-minute video + steps: calculate project work hours in Planfix, set hourly rates in directories, log time with data tags and read labor cost in reports.
2-minute video + steps: link directories in Planfix with a Directory entry field, filter entries, set up quick replies and share entries in comments.
One 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…
A handy tag shows the number of files you've added, plus there's an option to delete them all in one go: There is now a smaller, more attractive notice window instead of…
8-minute video + steps: set up access rights in Planfix for tasks, projects, contacts, fields, directories and reports, so employees see only their data.
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…
2-minute video + steps: insert directory entries into tasks and comments in Planfix, share instructions by link and paste standard answers to clients.
1-minute video + steps: set up quick replies in Planfix, pick canned responses with an asterisk in a comment and personalize them with variables.
This article will guide you in setting up a knowledge base with Planfix. We'll focus on the use of reference directories. Planfix directories are similar to other…
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…
Directories hold data your team uses often but rarely changes, such as products and prices, services and request types. A directory entry field replaces free text with a choice from a list, so filters and reports add up. These articles show how to set up directories and standardize data entry with them.
