What’s New in Planfix: November 2024
Significant Updates to the Planfix Billing System We recently announced some changes to our billing system and got great feedback from you. Thanks for the help! You pointed out a…
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Useful articles about project management, CRM, task and teamwork management on the Planfix Blog. Find out information about
How 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
Manage Data Tag You can now manage data tag permissions for employee groups. We’ve finally addressed this long-standing oversight! Simplified Copying You can now copy charts directly from reports. The…
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…
Continue readingAdvantages 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 readingPrinting Industry Case: Order Buffer for Plotter Operation
This case study is relevant to print shops, textile companies, and other production businesses. It explores modern technologies for optimizing processes, enhancing product quality, and reducing costs. We will focus…
Continue readingCase Study: How to Set Up a Kanban Board in Planfix
New users unfamiliar with Planfix often wonder how to set up a Kanban-format task list assigned to a specific employee. Challenges for New Users At first glance, this seems like…
Continue readingWhat Are the Three Main Types of Project Management Software?
Project management software has become an essential tool for businesses of all sizes. Effective project management is crucial for the success of any organization, ensuring that projects are completed on…
Continue readingCan Small Businesses Use CRM?
Building strong customer relationships is increasingly important in today’s fast-paced business world. This is where Customer Relationship Management (CRM) comes into play. CRM isn’t just a tool but a strategic…
Continue readingDeviation Management: Setting Up a Traffic Light (RAG) for Task Monitoring in Planfix
Recently, we promised to explain how to set up report mailing with a traffic light system. This system allows tracking of whether team members are completing their tasks on time….
Continue readingWhat’s New in Planfix: March 2024
Throughout March, 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 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…
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