What’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 readingTask Management
Useful articles about project management, CRM, task and teamwork management on the Planfix Blog. Find out information about
Organize 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…
Continue readingCompetition 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 tasks with “competitive”…
Continue readingWhat’s New in Planfix: November
New Integrations with SMS Services We have integrated Planfix with SMS services: Twilio, Plivo, Vonage, Telnyx, SimpleTexting, TextUs. A Search for the Planner Filters We’ve added a search for the planner…
Continue reading