How to mention team members in task comments in Planfix: notify a whole department, leave personal notes, and hide comments to cut notification noise.
What makes a business truly successful? It’s not just a strong strategy, solid funding, or a talented team, but how well all these elements work together. After all, you…
A 48-second video and steps: reply to a comment in a Planfix task, quote part of a message and use Quote+ to keep context in long discussions.
A 2-minute video and steps: attach files to a task in Planfix by drag and drop, the paperclip icon or the Documents tab, and update them as new versions.
Omnichannel customer communication in Planfix: bring WhatsApp, Telegram, Viber, email and forms into one window so no lead or client chat gets lost.
Team task management in Planfix: assign roles, split work into checklists and subtasks, keep files and chat in the task, and notify only the right people.
Remote and hybrid teams often juggle multiple apps just to stay aligned - messages disappear in chat threads, files get buried, and decisions drag across endless email…
In today's interconnected global economy, businesses face unprecedented opportunities to expand internationally and serve diverse customer bases. However, language…
A short tour of the task card in Planfix: change the status and due date, edit fields, tick off the checklist and search comments by word or phrase.
Imagine for a minute that your team is running like clockwork. Tasks are not only completed on time, but no one has to chase after one another like they’re playing some…
We’re happy to announce that we recently added a translator to our list of Planfix integrations, allowing users like you to dramatically improve communication with your…
Throughout December 2024 - January 2025, the Planfix team was fine-tuning the system. We're excited to announce a host of fixes designed to increase efficiency and…
1.5-minute video + steps: use the task chat in Planfix instead of personal chats, so work messages, files and client replies stay with the task.
2-minute video + steps: link directories in Planfix with a Directory entry field, filter entries, set up quick replies and share entries in comments.
95-second video + steps: what is a task in Planfix, how to keep work details, files and chat in one place, and how to turn board ideas into tasks.
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…
7-minute video + steps: manage task comments in Planfix, read them by color, pin and postpone them, turn one into a task and clear unread ones.
The easiest way to show your customers or counterparties that you care is to send them a message notifying them of important updates. This can be as simple as…
A 6-minute video and steps: see why teams stop trying to manage tasks in Excel, and set up reminders, deadlines, checklists, chat and workload in Planfix.
3.5-minute video + steps: assign checklist items to a specific person in Planfix, track who completed what and when, and turn an item into a subtask.
3:54 video + steps: run customer conversations through one shared inbox in Planfix, reply from the task, hand it over and keep the full history.
2-minute video + steps: insert directory entries into tasks and comments in Planfix, share instructions by link and paste standard answers to clients.
A 3.5-minute video and steps: clear unread events in Planfix one by one, mark them as read, postpone an event with a reminder and reply in the task.
1-minute video + steps: set up quick replies in Planfix, pick canned responses with an asterisk in a comment and personalize them with variables.
Chats/messengers and management systems have been fighting a full-fledged battle for the soul of the work team for ages. There can be no definite winner in this eternal…
Planfix is a universal team-management tool. Along with other business processes, our support team works in Planfix. In this case, we're going to discuss how we use the…
In Planfix, work conversations happen in the task itself, and for each comment you choose who gets notified. Mentions add colleagues to the task, and hidden comments stay away from clients. These articles show how to quote and pin comments, turn a discussion into a task and move team talk out of chats.
