Planfix now includes an option that completely changes how teams manage recurring processes. Simply add recurring tasks directly to project templates, and the system…
How to collect documents from clients in Planfix: a recurring task emails the request, and files from email or the client dashboard land in one task.
In today's rapidly evolving business landscape, artificial intelligence is fundamentally reshaping how we approach modern work. Companies across industries are…
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…
Planfix mobile app 0.64 adds custom notifications for tasks, task creation in the hourly calendar and redesigned forms for data tags and recurrence.
I once had the opportunity to speak with an accountant named Irina. She provides accounting services for businesses and self-employed individuals, managing her workflow…
Automated invoice issuing can be useful in companies that work with subscription-based clients, where standard invoices are issued monthly. After all, no one really…
A recurring task is a template that Planfix turns into a new task on a schedule, such as every day, on set weekdays or on the last Friday of the month. The template keeps the name, assignee, description, checklist and files. These articles show the setup and apply it to monthly invoices, accounting schedules, document requests and project templates.
