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 39
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 408
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 40
Industry Insights

How to Automate Media Business Operations

A practical guide to media business automation: audit your workflows, choose the right tools, and automate client, project, and finance work in phases.

November 9, 2026 20 min read 44
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 20+ min read 362
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 40
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 3 min read 354
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 4 min read 27
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 384
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 243
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 3 min read 373
Teamwork

Daily Schedule for Accounting: a Consolidated Table by Counterparty

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 462
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 22
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 22
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 190

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.