Task management

Video

Team Task Management: How a Task Works in Planfix

Team task management in Planfix: assign roles, split work into checklists and subtasks, keep files and chat in the task, and notify only the right people.

July 1, 2026 4 min read
Video

Task Card in Planfix: Status, Dates, Checklist, Comments

A short tour of the task card in Planfix: change the status and due date, edit fields, tick off the checklist and search comments by word or phrase.

December 3, 2025 4 min read 1
Industry Insights

5 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…

October 15, 2024 6 min read 2,206
Industry Insights

Top Task Management Software Tools in 2026

Task management offers numerous benefits whether you're working collaboratively or on your own. A variety of task management programs are available to optimize your…

June 8, 2026 29 min read 2,254
Industry Insights

Real-Time Monitoring of Agricultural Projects Using Task Management Software

On a traditional farm, the “plan for the day” is set at 6:00 AM. By 10:00 AM, machinery breaks, weather shifts, or supplies run out, and the plan is obsolete. The farm…

December 29, 2025 4 min read 213
Industry Insights

What is SLA (Service Level Agreement) Tracking in Task Management?

SLA tracking in task management means turning service promises into measurable targets and then monitoring every task against those targets. Instead of saying “as soon…

October 10, 2025 10 min read 769
Video

Work Management System Overview: What Planfix Can Do

Watch a 3-minute Planfix overview: how a work management system brings tasks, projects, deals, client chats, documents and dashboards together.

September 3, 2025 4 min read
Industry Insights

What 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…

September 26, 2024 11 min read 451
Industry Insights

Advantages of Task Management Software

Task management systems are indispensable tools that allow you to organize and manage your workload efficiently. Task management software offers several advantages…

September 19, 2024 8 min read 1,720
Industry Insights

How to Choose Task Management Software for Small Business?

In today's dynamic business landscape, effective task management systems are crucial, especially designed for small businesses that depend on smooth task coordination…

December 6, 2023 8 min read 440
Teamwork

Competition for Tasks: A Case for Support Teams and Freelancers

We're going to discuss a Planfix feature that's easy to miss but could help you organize workflows related to task distribution. The topic we're going to discuss is…

December 4, 2022 2 min read 396

Task management in Planfix

A task is the basic unit of work in Planfix: roles set who assigns, does, follows and oversees it, and the task card keeps status, checklist, comments, dates and files together. Large tasks split into subtasks, and templates cover repeat work. These articles explain how a task works, walk through the task card and compare tools.