Set up a simple knowledge base in Planfix: an object for articles, statuses to archive old ones and a project with read and edit roles. Watch the video.
Manual 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…
Throughout November, 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…
Learn how an internal knowledge base works in Planfix: find articles with quick filters, add sections, manage statuses and control access to articles.
2-minute video + steps: insert directory entries into tasks and comments in Planfix, share instructions by link and paste standard answers to clients.
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…
In Planfix, a knowledge base is built from standard tools: the recommended setup uses an object and a project where sections are tasks and articles are their subtasks. Articles get statuses, search filters, comments and access by role. Start with the guide to setting up a knowledge base with objects.
