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 increase your…
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Useful articles about project management, CRM, task and teamwork management on the Planfix Blog. Find out information about
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, including a more effective workflow and higher productivity. In this article, we…
Continue readingWhat’s New in Planfix: July and August 2024
Throughout July and August 2024, the Planfix team was fine-tuning the system. We’re excited to announce a host of fixes designed to increase efficiency and improve user experience. Stay tuned…
Continue readingWhy is CRM Important for Enterprise?
CRM is a powerful tool to improve a company’s customer loyalty and secure a sustainable competitive advantage. Through a blend of people, practices, and technology, enterprise customer relationship management (CRM)…
Continue readingEvolution Has no End: Introducing a New Task Creation form in Planfix
We’ve completely revamped the project task creation form, and after a significant effort, we’re excited to present our results to you. Please join us as we explore the features of this new…
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 readingHow to Import Related Tasks from Microsoft Project into Planfix
We’ve integrated Planfix with Microsoft Project. Microsoft Project information optimizes workflow efficiency, ensuring a smoother transition between systems while leveraging Planfix’s additional functionalities for improved project handling. Now, let’s take…
Continue readingScheduled Reports: Efficiently Manage Task Completion
Today, we’re pleased to introduce a long-awaited update: the automatic creation of custom reports on a schedule, which can be emailed to the desired recipients. If you’re wondering what this means, grab…
Continue readingEmail Tracking in Planfix
Some features of Planfix have been improved based on requests and feedback from our users to the Support Service. This was the case with enhancing the email tracking feature. Let’s look…
Continue readingWhat’s New in Planfix: June
New in Charts Charts make any Planfix report more transparent, so we’ve improved the “Funnel” chart. Now you can’t only group values by a single column of the report but…
Continue readingOrganize a Knowledge Base in Planfix
This article will guide you in setting up a knowledge base with Planfix. We’ll focus on the use of reference directories. Planfix directories are similar to other systems but have additional…
Continue readingWorking in Planfix Via Telegram
Chats/messengers and management systems have been fighting a full-fledged battle for the soul of the work team for ages. There can be no definite winner in this eternal standoff between…
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