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.
Task management comprises various stages that ensure the effective and efficient completion of a variety of projects or responsibilities. These stages guide you through…
We tested the top reminder apps — free and paid, for Android, iPhone, and teams — to help you find the one that actually works
Compare organizational charting software for growing teams, from free diagramming tools to Planfix and data-connected platforms.
Throughout August and September, the Planfix team was fine-tuning the system. We're excited to announce a host of fixes designed to increase efficiency and improve user…
Choosing the right online accounting software is crucial for business success in 2025. With the shift from manual bookkeeping to cloud-based financial management…
A 48-second video and steps: reply to a comment in a Planfix task, quote part of a message and use Quote+ to keep context in long discussions.
Manage tasks from your phone: a 1.5-minute video and steps show how to capture ideas by voice in the Planfix mobile app, delegate tasks and check updates.
A 2-minute video and steps: visualize projects and tasks on the Planfix Whiteboard, connect blocks, turn them into tasks and navigate your workflow.
Manage task deadlines in Planfix: a 1-minute video and steps to set a due date, let duration calculate the deadline and count working days only.
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…
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 By 10:00 AM, machinery breaks, weather shifts, or supplies run out, and the plan is obsolete.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…
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…
Watch a 3-minute Planfix overview: how a work management system brings tasks, projects, deals, client chats, documents and dashboards together.
1-minute video and steps: open the recycle bin in Planfix, restore a deleted task with all its comments, and see what only an admin can delete.
Stop forgetting tasks at work: a 1-minute video plus steps to turn chat requests into tasks in Planfix and set reminders that reach the right people.
A 1-minute video plus steps: how to set reminders in Planfix, choose the time and the recipients, and review every reminder in the Chronicle and calendar.
Buttons in Planfix tasks: a 1.5-minute video and the steps to set up a List field with colored buttons so your team logs data in a task in one click.
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…
Task management systems are indispensable tools that allow you to organize and manage your workload efficiently. Task management software offers several advantages…
95-second video + steps: what is a task in Planfix, how to keep work details, files and chat in one place, and how to turn board ideas into tasks.
90-second video + steps: work faster in the Planfix task card. Add subtasks, open task reports, check the log of changes and run the built-in timer.
In today's dynamic business landscape, effective task management systems are crucial, especially designed for small businesses that depend on smooth task coordination…
4-minute video + steps: the Planfix Planner for beginners — build lists from selection parameters, create tasks inside them and drag a task to reassign it.
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…
Planfix in 3 Minutes is a free Planfix Academy course for beginners: 16 short videos with a brief overview of what each section of Planfix does.
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.
