Useful articles about project management, CRM, task and teamwork management on the Planfix Blog. Find out information about
If you’re just getting started with Planfix, terms like “data tags,” “objects,” and “directories” might sound better suited to accountants, system administrators, or people who genuinely enjoy spreadsheets. The good…
Continue readingManual libraries of canned responses are officially a thing of the past. With the latest update, the Planfix AI assistant can now work directly with your company’s knowledge base to…
Continue readingThroughout 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. Stay tuned for the latest…
Continue readingThroughout 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 tuned for the latest…
Continue readingHave you ever found yourself desperately needing information, only to find it buried in a million Slack messages, outdated Google Docs, or — worst of all— in the brain of…
Continue readingThis 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 systems but have additional…
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