Useful articles about project management, CRM, task and teamwork management on the Planfix Blog. Find out information about
Manage Data Tag You can now manage data tag permissions for employee groups. We’ve finally addressed this long-standing oversight! Simplified Copying You can now copy charts directly from reports. The…
Continue readingIn today’s fast-paced world, being good at using task management software can make a big difference. It helps you organize, prioritize, and keep track of your tasks to increase your…
Continue readingThroughout July and August 2024, 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. Stay tuned…
Continue readingThroughout June, 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. Stay tuned for the latest…
Continue readingThroughout March, 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. Stay tuned for the latest…
Continue readingDesign Updates We jazzed up the reports with a fresh, trendy design: A New Planfix Mobile App 0.57 is Available What’s New: — You can now tag people (@name) in…
Continue readingA New Planfix Mobile App 0.55 is Available What’s New: — Navigating “projects,” “tasks,” and “contacts” just got easier with our new quick filters.— You can now listen to audio…
Continue readingThe Direct Integration with WhatsApp Cloud API We’ve added direct integration with the WhatsApp Cloud API. You can find details on how to set it up in the documentation. A…
Continue readingA New Planfix Mobile App 0.52 is Available What’s New: — You can now jump to an employee or contact card from all types of system and user fields in…
Continue readingNew in Planfix REST API We have fantastic news for Planfix REST API users! We’ve enhanced your ability to work with employees by incorporating advanced filtering options. Now, you can…
Continue readingExtended Task Details Window The task details window in Planfix has been updated to remain open when switching to another task. This is a valuable feature for managers who need…
Continue readingTask Name in the Link We’ve taught Planfix to pull in the name of a task when a link to it is added. Now you won’t have to go to…
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