What’s New in Planfix: May 2025
May’s Planfix update is here, and we’re excited to show you new features that will make your life easier and increase productivity. Keep reading for more – there’s definitely something…
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Useful articles about project management, CRM, task and teamwork management on the Planfix Blog. Find out information about
RFM Analysis in Planfix: How to Identify Your “Golden” Customers
If you want to run a successful business, segmenting your customer base is one of the most powerful tools at your disposal. I mean, wouldn’t it be great if you…
Continue readingDocument Management in Planfix: How to Store, Control, and Organize Your Files
No matter what type of business you run, dealing with documents is unavoidable. Of course, those documents come in all shapes and sizes, which can make them hard to manage. But what…
Continue readingPlanfix Opens New Horizons: Communicate With Clients in Any Language
We’re happy to announce that we recently added a translator to our list of Planfix integrations, allowing users like you to dramatically improve communication with your customers. Using this state-of-the-art…
Continue readingHow to Prioritize Tasks with the Planfix Eisenhower Matrix
Let’s not kid ourselves: juggling tasks is no fun, especially when you have multiple projects, deadlines, and probably a few surprise meetings to attend. Whether you’re running a business or just trying…
Continue readingHow to Prioritize – The Ultimate Collection of Techniques and Methods
In today’s cut-throat work culture, managing priorities is no longer a nice-to-have skill — it has become a lifeline to stay focused and organized. With the right approach, prioritizing tasks creates a…
Continue readingThank you, 2024!
Wow, another great year is wrapping up! Whether you’re just starting with Planfix or it’s been your loyal companion for years, we’d like to thank you! Your trust, support, and…
Continue readingEnjoy Seamless Workflow with Temporary Replacements
Vacation time is essential for your team to recover and recharge, but ensuring the workflow continues smoothly when team members are out of office can be challenging. Ultimately, the key…
Continue readingWhat’s New in Planfix: November 2024
Throughout November, 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 for the latest…
Continue readingHow to Fix 12 Common Issues with Disappearing Tasks in the Planfix Planner
Planfix Planner is like the Swiss Army knife of task management — it’s versatile, reliable, and easy to set up. With Planfix Planner, you can organize your workflows, structure tasks, and manage…
Continue readingWhat’s New in Planfix: September and October 2024
Throughout September and October, 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 for…
Continue reading5 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 the entire process, from the initial…
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