Excel & Microsoft 365

Tips

Gantt Charts from Planfix in Excel

Gantt charts are useful within Planfix because they store all the system's links between tasks. This means that when tasks are moved or their deadlines are changed on a Planfix Gantt chart, all related tasks are also adjusted…

November 24, 2023 2 min read 438
Tips

Integration with Microsoft 365

The Planfix team is committed to offering convenient services to our customers, many of whom are entrepreneurs passionate about what they do. Given the importance of…

September 28, 2023 2 min read 288
Tips

How to Calculate Time in Excel: A Comprehensive Tutorial

Excel calculates time by subtracting one time value from another and formatting the result as time – and date differences work the same way, using the serial day numbers…

August 21, 2026 12 min read 369
Tips

How to Create a Pie Chart in Excel: 7 Easy Steps

Excel makes it easy to store business data, but a spreadsheet full of numbers is not always easy to present. When you're preparing a report, you often need a way to show…

August 27, 2026 12 min read 322
Video

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.

September 30, 2024 4 min read 34
Video

5 Reasons Not to Manage Tasks in Excel

A 6-minute video and steps: see why teams stop trying to manage tasks in Excel, and set up reminders, deadlines, checklists, chat and workload in Planfix.

November 30, 2023 5 min read 28

Excel & Microsoft 365 in Planfix

Planfix works with Excel in three ways: reports export to XLSX, CSV or Google Sheets, Excel and Word forms become document templates filled with task data, and the Microsoft 365 integration lets a team co-edit files. The articles include plain Excel tutorials, a Gantt chart built in Excel and cases where a Planfix report can replace a formula.