How to Create a Pie Chart in Excel: 7 Easy Steps
Excel makes it easy to store business data, but a spreadsheet full of numbers is not always easy to present. When you’re preparing a report, you often need a way…
Continue readingTask Management
Useful articles about project management, CRM, task and teamwork management on the Planfix Blog. Find out information about
Dashboards in Planfix: Get Key Metrics Right in Planner
Managing work without clear numbers is like steering a ship with the instruments painted over. To understand what is really happening, managers often have to piece the picture together manually….
Continue readingHow to Track Project Milestones and Prevent Missed Deadlines
Project milestones are checkpoints that show whether or not a project is progressing on schedule. To prevent missed deadlines, teams should define milestones before work begins. This includes assigning an…
Continue readingRecurring Tasks in Project Templates for Workflow Automation
Planfix now includes an option that completely changes how teams manage recurring processes. Simply add recurring tasks directly to project templates, and the system will automatically launch them at the…
Continue readingHow to Create a Successful CRM Strategy: Easy Steps
A CRM strategy defines exactly who owns each lead, how fast the team responds, when follow-ups happen, and how results are measured. It is not the software — it is…
Continue readingUnderstanding Event Management Software: A Comprehensive Guide
Event planning requires juggling multiple tasks, from coordinating vendors to tracking budgets and engaging attendees. Event management software simplifies these processes by providing a centralized platform to streamline logistics, automate…
Continue readingBest Event Management Software
Organizing events, whether corporate conferences, nonprofit fundraisers, or small community gatherings, requires meticulous planning and coordination. The best event management software streamlines tasks like guest registration, task assignment, and budget…
Continue readingTop 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 workflow, ranging from traditional calendars and…
Continue readingPlanfix Security System for Business Data and Access Control
Keeping business data secure is a top priority for modern companies. With remote teams, multi-device access, and increasing use of AI automation, organizations need more than basic cybersecurity tools —…
Continue readingBest Online Collaboration Tools
Remote and hybrid teams often juggle multiple apps just to stay aligned – messages disappear in chat threads, files get buried, and decisions drag across endless email chains. The right…
Continue readingBest Software for E-commerce Business
The right technology stack is crucial for e-commerce success, often more important than products or pricing alone. E-commerce businesses need integrated software to manage inventory, track customer interactions, automate marketing,…
Continue readingBest Retail Management Software
Retail businesses, from small shops to large chains, require efficient tools to manage operations, track sales, and engage customers. The best retail management software streamlines tasks and enables retailers to…
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