Project templates are specific Planfix objects that simplify and accelerate the workflow within any company. The new feature will be a great advantage for anyone working…
Learn how to set up sequential tasks in Planfix: chain subtasks, keep future stages in drafts and pass each step to the next assignee automatically.
Modern accounting practices require more than just technical expertise – they demand effective client relationship management, streamlined operations, and strategic…
A 2-minute video and steps to automate project management in Planfix: project document folders, planned vs actual reports, and project templates.
3-minute video + steps: schedule recurring tasks in Planfix, repeat them on the first business day of the month and see future workload in the calendar.
A 3-minute video and steps on how to organize project tasks in Planfix: roles, subprojects, project documents, reports and reusable project templates.
Staying ahead of the competition has never been more important, or more difficult. And if you really want your company to be more productive, you should start by…
Ever get the feeling that you’re wasting most of your working day on tedious, repetitive tasks – filling out the same forms or sending duplicate emails in a loop? You’re…
2-minute video and steps: set up conditional text in Planfix with IF and ELSE so one task description changes its message based on the order amount.
Goodbye to the task case! And farewell to the task discussion, the task event, and the entire concept of a task-something. From now on, these will simply be known as…
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…
One of the primary goals of the Planfix corporate management system is to improve time and teamwork management. It allows you to use scripts and automation to save time…
A 2-minute video plus steps: make a task repeat in Planfix with the recurrence icon, manage the template it creates and stop the repetition in one click.
3.5-minute video + steps: create a Facebook lead ad from your page, build the lead form and sync its fields so each lead lands in Planfix as a task.
2-minute video + steps: build a sequential task template in Planfix so each task in the chain activates automatically when the previous one is done.
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…
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 for…
Task templates store the parameters of a routine task so a new task starts filled in, and template trees create a whole set of tasks and subtasks at once. Project templates save roles, task templates and recurring tasks. These articles show how templates work, with an agency example of recurring tasks in project templates.
