How to Automate Business Processes in Your Company
Ever get the feeling that you’re wasting most of your working day on tedious, repetitive tasks – filling out the same forms or sending duplicate emails in a loop? You’re…
Continue readingReports in Planfix
Useful articles about project management, CRM, task and teamwork management on the Planfix Blog. Find out information about
Time Tracking in Project Management
Keeping track of time is a key part of making project management work smoothly. It helps teams handle resources better, streamline tasks, and make sure everything stays on schedule. But…
Continue readingProject Totals Fields: Tracking Profitability in Planfix
Alright, today we’re going to talk about something we all care about: profitability. After all, every business owner, manager, and worker wants to ensure their hard work pays off, right?…
Continue reading5 Stages of Task Management
Task management comprises various stages that ensure the effective and efficient completion of a variety of projects or responsibilities. These stages guide you through the entire process, from the initial…
Continue readingWhat Is Task Management Software Used for?
In 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 readingHow 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 readingWhy Is CRM Important for Small Businesses?
Navigating today’s highly competitive and fast-paced environment can be particularly challenging for small businesses. With limited resources and intense competition, small business owners must be flexible and respond quickly to…
Continue readingPlanfix Reports Modernization: New Interface and Variables
Manual data collection and processing are often time-consuming and require meticulous attention to detail. Planfix reports help automate these processes and provide easy access to data, analysis, and visualizations. Reports in Planfix Reports are…
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 readingDeviation Management: Setting Up a Traffic Light (RAG) for Task Monitoring in Planfix
Recently, we promised to explain how to set up report mailing with a traffic light system. This system allows tracking of whether team members are completing their tasks on time….
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 readingWhat’s New in Planfix: February
Design 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…
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