What’s New in Planfix: July 2026
July’s Planfix update is here, and we’re excited to show you new features that will make your life easier and increase productivity.Keep reading for more – there’s definitely something for…
Continue readingWorkspaces
Useful articles about project management, CRM, task and teamwork management on the Planfix Blog. Find out information about
How to Track Project Milestones and Prevent Missed Deadlines
Project milestones are checkpoints that show whether or not a project is progressing on schedule. To prevent missed deadlines, teams should define milestones before work begins. This includes assigning an…
Continue readingPlanfix Bulk Employee Registration via Self-Registration Link
Do you remember adding your first employees to Planfix? At the beginning, it probably felt quick and easy. You simply entered their first name, last name, email, and phone number,…
Continue readingHow to Create a Successful CRM Strategy: Easy Steps
A CRM strategy defines exactly who owns each lead, how fast the team responds, when follow-ups happen, and how results are measured. It is not the software — it is…
Continue readingAgile Tools For Project Management
Agile isn’t just a buzzword anymore – it’s how modern teams ship faster, adapt quicker, and keep stakeholders happy. But without the right agile tools, sprints turn chaotic, backlogs get…
Continue readingWhat’s New in Planfix: March 2026
March may be over, but our efforts to improve Planfix are just getting into full swing. Check out our latest updates and improvements to optimize your workflow even more. Planfix…
Continue readingWhat is Role-Based Access Control (RBAC) in Project Management Tools?
RBAC (role-based access control) is an authorization model where permissions are attached to roles that represent job functions, and users receive those permissions by being assigned to those roles. Instead…
Continue reading10 Ways to Be More Productive at Work
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 identifying genuine…
Continue readingWhat’s New in Planfix: November
A New Planfix Mobile App 0.55 is Available What’s New: — Navigating “projects,” “tasks,” and “contacts” just got easier with our new quick filters.— You can now listen to audio…
Continue reading