Excel & Microsoft 365

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.

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 13 min read 132
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 13 min read 253
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…

November 24, 2023 2 min read 407
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 267