Easy Ways to Improve Team Communication
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 can…
Continue readingProjects
Useful articles about project management, CRM, task and teamwork management on the Planfix Blog. Find out information about
Best Free Gantt Chart Maker Software
Project management can feel overwhelming without the right tools, especially when timelines, dependencies, and team coordination come into play. Gantt chart software — an essential tool for project management, helping…
Continue readingCustomer Base Segmentation: Boosting Sales and Strengthening Loyalty
Grouping customers based on their preferences, buying habits, and behaviors is a great way for companies to fine-tune their marketing. That way, their campaigns feel more like a personal recommendation…
Continue readingDocument Management in Planfix: How to Store, Control, and Organize Your Files
No matter what type of business you run, dealing with documents is unavoidable. Of course, those documents come in all shapes and sizes, which can make them hard to manage. But what…
Continue readingUsing the Knowledge Base in Planfix: How to Set It Up with Objects
Have you ever found yourself desperately needing information, only to find it buried in a million Slack messages, outdated Google Docs, or — worst of all— in the brain of…
Continue readingEnjoy Seamless Workflow with Temporary Replacements
Vacation time is essential for your team to recover and recharge, but ensuring the workflow continues smoothly when team members are out of office can be challenging. Ultimately, the key…
Continue readingSetting Up Planfix Notifications in Telegram
You already understand the importance of refined communication channels in business. To make timely and informed decisions, you must stay up-to-date and connected with your colleagues and customers. Forwarding notifications…
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 readingNew Action in Automated Contact Scripts: Create a Project from a Template
“Make everything as simple as possible, but not simpler.” Albert Einstein Project templates are specific Planfix objects that simplify and accelerate the workflow within any company. The new feature will be…
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…
Continue readingWorking in Planfix Via Telegram
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 standoff between…
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