Useful articles about project management, CRM, task and teamwork management on the Planfix Blog. Find out information about
Planfix now includes an option that completely changes how teams manage recurring processes. Simply add recurring tasks directly to project templates, and the system will automatically launch them at the…
Continue readingWhat makes a business truly successful? It’s not just a strong strategy, solid funding, or a talented team, but how well all these elements work together. After all, you can…
Continue readingVacation time is essential for your team to recover and recharge, but ensuring the workflow continues smoothly when team members are out of office can be challenging. Ultimately, the key…
Continue readingAt first glance, setting up a custom sales funnel in Planfix might feel like putting together IKEA furniture without instructions. But don’t worry, we’ve got you covered! There are two…
Continue readingPlanfix Planner is like the Swiss Army knife of task management — it’s versatile, reliable, and easy to set up. With Planfix Planner, you can organize your workflows, structure tasks, and manage…
Continue readingThroughout September and October, 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…
Continue readingExtended Task Details Window The task details window in Planfix has been updated to remain open when switching to another task. This is a valuable feature for managers who need…
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