How Everything Connects in Planfix: From Custom Fields to Reports
If you’re just getting started with Planfix, terms like “data tags,” “objects,” and “directories” might sound better…
Planfix Blog
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…
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 –…
How to Create a Telegram Bot?
With over 1 billion Telegram users, the app is one of the most powerful channels for business…
Dashboards in Planfix: Get Key Metrics Right in Planner
Managing work without clear numbers is like steering a ship with the instruments painted over. To understand…
What’s New in Planfix: July 2026
July’s Planfix update is here, and we’re excited to show you new features that will make your…
Planfix Recognized as a Summer 2026 Category Leader on SourceForge
Planfix has once again been recognized by the people who matter most – its users. We’re proud…
How to Track Project Milestones and Prevent Missed Deadlines
Project milestones are checkpoints that show whether or not a project is progressing on schedule. To prevent…
Planfix Bulk Employee Registration via Self-Registration Link
Do you remember adding your first employees to Planfix? At the beginning, it probably felt quick and…
AI Knowledge Base in Planfix: Smart Assistant for Customer Answers
Manual libraries of canned responses are officially a thing of the past. With the latest update, the…
Recurring Tasks in Project Templates for Workflow Automation
Planfix now includes an option that completely changes how teams manage recurring processes. Simply add recurring tasks…
How to Create a Successful CRM Strategy: Easy Steps
A CRM strategy defines exactly who owns each lead, how fast the team responds, when follow-ups happen,…