Workload & resource planning

Video

Team Workload Management in the Planfix Planner

A 3-minute video on team workload management in Planfix: a planner list per employee, tasks created in the right list, drag and drop to reassign work.

June 18, 2026 4 min read 21
Tips

Setting Up a Booking System in Planfix: 2 Case Studies

Open spaces have replaced traditional offices, but the need for private conversations remains. Today, meeting rooms have become the focal point of offices. We first…

July 9, 2024 4 min read 374
Video

Print Shop Order Management: Track Plotter Workload

Print shop order management in Planfix: queue plotter orders, track their statuses and see the day’s plotter workload before it becomes a bottleneck.

April 14, 2026 4 min read 21
Industry Insights

How to Manage Multiple Projects Effectively

Picture this: It's Monday morning, and you're staring at your computer screen with a growing sense of dread. Project A needs a status update for the executive team…

January 27, 2026 23 min read 319
Video

Planfix Mobile App 0.64: Notifications and Hourly Calendar

Planfix mobile app 0.64 adds custom notifications for tasks, task creation in the hourly calendar and redesigned forms for data tags and recurrence.

March 4, 2025 4 min read 18
Tips

How to Choose the Right Google Calendar for Syncing with Planfix

Managing your time and tasks in Planfix is like having a personal assistant on speed dial. The best part? This assistant never takes a break! With built-in calendars…

November 26, 2024 4 min read 333
Video

How to Book a Meeting Room in Planfix, Step by Step

2-minute video and steps: book a meeting room in Planfix with a booking data tag and an hourly calendar, so everyone sees when the room is free.

November 18, 2024 5 min read 6
Use Cases

Printing 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…

September 12, 2024 5 min read 356
News

What’s New in Planfix: February

We jazzed up the reports with a fresh, trendy design: — You can now tag people (@name) in the comments.— In the full comment form, we have added the ability to change…

March 1, 2024 2 min read 228
Use Cases

Enterprise Resource Management: Pre-booking Meeting Rooms

Resource management involves effectively planning, organizing, and allocating a company's resources, such as finances, personnel, materials, and time. It is undoubtedly…

December 14, 2023 4 min read 343
Teamwork

Scheduled Reports: Efficiently Manage Task Completion

I once had the opportunity to speak with an accountant named Irina. She provides accounting services for businesses and self-employed individuals, managing her workflow…

November 13, 2023 3 min read 427
Video

How to Reserve Time in a Calendar for Breaks and Shifts

90-second video and steps: reserve time in a calendar in Planfix so no tasks are placed on breaks, shifts or flexible hours, and keep the slot booked.

October 2, 2023 5 min read 2
Video

How to Create an Hourly Schedule for Your Team in Planfix

90-second video and steps: build an hourly schedule in Planfix that shows your team's day hour by hour, from data tags to quick filters by date.

May 4, 2023 4 min read 3
News

What’s New in Planfix: October

We've added a row for the Assigner field in the daily schedule. This helps when you need to display all tasks in the schedule that a certain employee has created, which…

November 1, 2022 2 min read 170

Workload & resource planning in Planfix

In Planfix, you see team workload in the planner: each employee gets a filtered list, totals compare task counts, and dragging a task reassigns it. The daily schedule shows busy blocks by day, and the hourly calendar shows room and equipment bookings. These articles show how to build a workload planner, book meeting rooms and limit a plotter’s daily load.