We've integrated Planfix with Microsoft Project. Microsoft Project information optimizes workflow efficiency, ensuring a smoother transition between systems while…
Short video + steps: import and export contacts in Planfix, map CSV columns to contact fields, handle duplicates and export your client base to Excel.
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…
We've refreshed the editor icons and improved their display on various devices. We continue to actively work on the appearance of Planfix, with more changes on the way…
You can move existing work into Planfix without retyping it: tasks come in from CSV, XLS or XLSX files, up to 1,000 rows per file, and contacts, projects and directory entries have their own import. A built-in Trello import turns a board into a process and planner. These articles walk through migration from Trello and Microsoft Project.
