Build a recruitment pipeline in Planfix: gather candidates on one Planner board, track hiring statuses, store resumes and turn applicants into employees.
Set up a help desk workflow in Planfix: turn support emails into tasks, assign them automatically, move them across a Kanban board and track time spent.
Agile isn’t just a buzzword anymore - it’s how modern teams ship faster, adapt quicker, and keep stakeholders happy. But without the right agile tools, sprints turn…
Visual task management in Planfix: color-coded statuses, status hints, a clear task card, Favorites and Kanban cards that show priorities at a glance.
Build an Eisenhower Matrix board in a Planfix planner: add a priority field, create quadrant lists and drag tasks to rank them by urgency and importance.
Project management is changing fast, thanks to new tech, different ways of working, and the ups and downs of the global economy. In 2025, keeping up with the latest…
A project management methodology refers to a structured approach used to guide the planning, execution, monitoring, and closure of projects. PM methodology contains a…
Open a planner list as a table with the expanded planner list view in Planfix: choose columns, use quick filters and bulk-edit tasks in one go.
The Planfix mobile app update 0.69 adds a Kanban board to Tasks, search for favorite comments, form hints, status icons and new-task alerts in Chronicle.
Picture this: It's Monday morning, and you're staring at your computer screen with a growing sense of dread. Project A needs a status update for the executive team…
Track invoices from issue to payment in Planfix with a ready-made solution: invoice statuses, an invoice Kanban board, templates and billing reports.
April 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 workflow even…
In today’s cut-throat work culture, managing priorities is no longer a nice-to-have skill — it has become a lifeline to stay focused and organized. With the right…
Managing projects can sometimes feel like juggling a hundred things at once. From deadlines to various tasks to meetings, the last thing you want to do is be the one to…
At 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…
Does your team ever miss out on important emails or scramble to reply to customer requests? When this happens to often, you might wake up one morning to find out all of…
Throughout July and August 2024, the Planfix team was fine-tuning the system. We're excited to announce a host of fixes designed to increase efficiency and improve user…
This guide outlines the steps to develop a content plan and automate workflows in Planfix. At our company, Planfix integrates all of our business processes, including…
A Kanban board in Planfix is a planner whose columns are task lists, so dragging a card to another column changes its status, assignee or other parameter. One task can appear on several boards without duplicates. These articles build boards for sales, help desks, hiring and invoices and explain Kanban, Scrum and other agile methods.
