Printing Industry Case: Order Buffer for Plotter Operation
This case study is relevant to print shops, textile companies, and other production businesses. It explores modern technologies for optimizing processes, enhancing…
Hidden Planfix Planner Features: Edit Tasks Faster
84-second video + steps: use hidden Planfix planner features to edit tasks from a card, change status by dragging and see reminders in a calendar.
Case Study: How to Set Up a Kanban Board in Planfix
New users unfamiliar with Planfix often wonder how to set up a Kanban-format task list assigned to a specific employee. At first glance, this seems like a…
How to Set Task Priority in Planfix with a Custom Field
2-minute video + steps: set task priority in Planfix with a custom List field, show it on planner cards and group your tasks by priority level.
Auto-Assign Customer Requests by Stage in Planfix
1-minute video and steps: build a request pipeline in Planfix and auto-assign customer requests by stage, so every handoff happens on its own.
Setting Up a Booking System in Planfix: 2 Case Studies
Open spaces have replaced traditional offices, but the need for private conversations remains. Today, meeting rooms have become the focal point of offices. We first…
How to Create a Task Filter in Planfix
A 3-minute video and the steps to create a task filter in Planfix: set conditions and filter logic, group and sort tasks, pick columns and share it.
Why a Task Is Not Showing in the Planfix Planner
9-minute video + steps: find out why a task is not showing in the Planfix Planner, test a planner list and fix filters, grouping and access.
Objects: The Universal Planfix Unit
Goodbye to the task case! And farewell to the task discussion, the task event, and the entire concept of a task-something. From now on, these will simply be known as…
Email Management Automation: Sort and Assign Emails
2-minute video and steps: set up email management automation in Planfix so incoming emails become tasks, sorted by keyword and assigned to the right team.
How to Sort Emails in Planfix with a Planner Board
2.5-minute video and steps: sort emails in Planfix with a planner board, filter incoming email tasks into lists and reassign them by dragging a card.
Maps in Planfix
Integrating Planfix with Google Maps opens up a new realm of possibilities for managing tasks, contacts, and projects, making these processes even more convenient. You…
Enterprise Resource Management: Pre-booking Meeting Rooms
Resource management involves effectively planning, organizing, and allocating a company's resources, such as finances, personnel, materials, and time. It is undoubtedly…
5 Reasons Not to Manage Tasks in Excel
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.
Planfix Content Plan
This guide outlines the steps to develop a content plan and automate workflows in Planfix. At our company, Planfix integrates all of our business processes, including…
How to Reserve Time in a Calendar for Breaks and Shifts
90-second video and steps: reserve time in a calendar in Planfix so no tasks are placed on breaks, shifts or flexible hours, and keep the slot booked.
How to Use a Mind Map for Task and Project Management
A 90-second video and steps: use a mind map for task and project management in Planfix, connect blocks, turn them into tasks and export the diagram.
How to Add Events to a Planfix Calendar in Seconds
1.5-minute video + steps: add events to a calendar in Planfix, set up a compact event form in an hourly Planner list and sync it with Google Calendar.
Planfix Planner for Beginners: How Task Lists Work
4-minute video + steps: the Planfix Planner for beginners — build lists from selection parameters, create tasks inside them and drag a task to reassign it.
How to Create an Hourly Schedule for Your Team in Planfix
90-second video and steps: build an hourly schedule in Planfix that shows your team's day hour by hour, from data tags to quick filters by date.
Dynamic customer segmentation in Planfix
"Yes, of course. We do that!" This was our answer to a user's request. And that request was as follows: "Please make a note or video tutorial about dynamic customer…
What’s New in Planfix: December
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 the task to view its name, and what's more, the color the name…
Day One with Planfix: A Free Course for New Users
Day one with Planfix is a free Planfix Academy course for new users: 10 short lessons on finding, accepting and creating tasks, in one sitting.