Best Diagram Software Tools
Let’s be honest – most diagrams end up as pretty pictures that nobody looks at again. You spend hours drawing them, share the file, and then watch everything fall apart…
Continue readingWorkflow Management
Useful articles about project management, CRM, task and teamwork management on the Planfix Blog. Find out information about
Planfix Security System for Business Data and Access Control
Keeping business data secure is a top priority for modern companies. With remote teams, multi-device access, and increasing use of AI automation, organizations need more than basic cybersecurity tools —…
Continue readingDashboards in Planfix: Get Key Metrics Right in Planner
Managing work without clear numbers is like steering a ship with the instruments painted over. To understand what is really happening, managers often have to piece the picture together manually….
Continue readingTop 20 Project Management Methodologies to Use in 2026
A project management methodology refers to a structured approach used to guide the planning, execution, monitoring, and closure of projects. PM methodology contains a set of principles, processes, techniques, and…
Continue readingPlanfix AI: Because Sometimes You Don’t Have Time to Listen
Who has the time (or patience) to sit through every voice message these days? Luckily, Planfix has come up with an innovative solution: the “Transcribe Audio” button. You might not…
Continue readingThe Ultimate Guide to Project Management Boards in Planfix: Tailored Solutions for Every Team
Managing projects can sometimes feel like juggling a hundred things at once. From deadlines to various tasks to meetings, the last thing you want to do is be the one…
Continue readingDoes CRM Require a Big IT Investment?
Companies will typically consider implementing Customer Relationship Management (CRM) systems at different stages of their growth. But whether it’s scaling up the business, organizing and storing data, sorting out team…
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 readingDynamic customer segmentation in Planfix
“Yes, of course. We do that!” This was our answer to a user’s request. And that request was as follows: “Please make a note or video tutorial about dynamic customer…
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…
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