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. Challenges for New Users At first glance, this seems like…
Continue readingProject Management
Useful articles about project management, CRM, task and teamwork management on the Planfix Blog. Find out information about
How to Choose the Best Project Management Software for Small Businesses?
Efficient project management is essential for the success of any business. It serves as a blueprint that navigates the specifics of tasks and ensures effective completion. However, a 2020 study…
Continue readingWhat Are the Three Main Types of Project Management Software?
Project management software has become an essential tool for businesses of all sizes. Effective project management is crucial for the success of any organization, ensuring that projects are completed on…
Continue readingCan Small Businesses Use CRM?
Building strong customer relationships is increasingly important in today’s fast-paced business world. This is where Customer Relationship Management (CRM) comes into play. CRM isn’t just a tool but a strategic…
Continue readingWhat Are the Benefits of a CRM?
Customer Relationship Management (CRM) has become essential for companies seeking a competitive advantage in an evolving business landscape. Due to its numerous benefits, CRM systems have become a crucial part…
Continue readingObjects: 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…
Continue readingWhy Do Nonprofits Need CRM Systems?
In the fast-paced world of nonprofit organizations, maintaining effective relationships with donors, volunteers, and supporters is crucial for success. Customer Relationship Management (CRM) systems are pivotal in achieving this objective…
Continue readingHow Planfix Scripts Work: Setting Up and Cases
One of the primary goals of the Planfix corporate management system is to improve time and teamwork management. It allows you to use scripts and automation to save time on…
Continue readingWhat Is Enterprise Project Management Software?
Enterprise Project Management (EPM) is a central component of modern project management, especially for large organizations that handle multiple projects simultaneously. HTF Market Intelligence predicts that the global enterprise performance…
Continue readingIt All Starts with an Idea: Whiteboard in Planfix
How often have you wanted to visualize the entire process of working on a product? We’ve often felt that way too. We needed a tool that could graphically depict the…
Continue readingDo Startups Need Project Management?
Project planning and management play a crucial role in the success of startups. They offer numerous benefits and are therefore essential for the efficient operation of these young companies. Project…
Continue readingOrganize a Knowledge Base in Planfix
This article will guide you in setting up a knowledge base with Planfix. We’ll focus on the use of reference directories. Planfix directories are similar to other systems but have additional…
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