Case 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…
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Useful articles about project management, CRM, task and teamwork management on the Planfix Blog. Find out information about
What 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…
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 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”…
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