It All Starts with an Idea: Whiteboard in Planfix
How often have you wanted to visualize the entire process of working on a product? We’ve often felt that way too. We needed a tool that could graphically depict the…
Continue readingTeamwork Management
Useful articles about project management, CRM, task and teamwork management on the Planfix Blog. Find out information about
New Action in Automated Contact Scripts: Create a Project from a Template
“Make everything as simple as possible, but not simpler.” Albert Einstein Project templates are specific Planfix objects that simplify and accelerate the workflow within any company. The new feature will be…
Continue readingPlanfix Content Plan
This guide outlines the steps to develop a content plan and automate workflows in Planfix. At our company, Planfix integrates all of our business processes, including customer support requests, ideas,…
Continue readingIssuing Invoices on a Schedule
Automated invoice issuing can be useful in companies that work with subscription-based clients, where standard invoices are issued monthly. After all, no one really likes doing that routine monkey work…
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 readingPlanfix Calendars: The Time-off Graphic
We get asked often how to set up a work calendar in Planfix that shows employees’ vacation days, sick days, and other time off. Today’s case will be useful both…
Continue readingHelpDesk and Service Desk Based on Planfix
Planfix is a universal team-management tool. Along with other business processes, our support team works in Planfix. In this case, we’re going to discuss how we use the functionality of…
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