{"id":10268,"date":"2026-04-02T11:29:55","date_gmt":"2026-04-02T09:29:55","guid":{"rendered":"https:\/\/planfix.com\/blog\/?p=10268"},"modified":"2026-04-02T11:29:56","modified_gmt":"2026-04-02T09:29:56","slug":"whats-new-in-planfix-march-2026","status":"publish","type":"post","link":"https:\/\/planfix.com\/blog\/news\/whats-new-in-planfix-march-2026\/","title":{"rendered":"What\u2019s New in Planfix: March 2026"},"content":{"rendered":"
Planfix<\/span><\/a><\/span><\/div>\n\n\n
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March<\/strong> 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.<\/p>\n\n\n\n

Planfix Just Got a New Button: “Create Reports with AI”<\/h2>\n\n\n\n

If you\u2019ve been wanting to build reports but didn\u2019t know where to start, now you can do it with just one click.<\/p>\n\n\n\n

Here\u2019s how it works: hit “Create reports with AI” \u2192 pick the object<\/a> you want (like “Standard”) \u2192 and the system whips up several ready-made reports for you.
This is a game-changer if you\u2019re new to data tags in Planfix or just want a quick set of basic reports<\/a> without fiddling with every single field.<\/p>\n\n\n\n

Of course, these AI-generated reports are just a starting point \u2014 you can tweak and customize them to fit your exact needs. But let\u2019s be honest, starting with a solid draft beats staring at a blank screen any day.<\/p>\n\n\n

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AI: Creating Your Workspace Made Easy<\/h2>\n\n\n\n

We\u2019re all about making it simpler for you to hit the ground running with Planfix \u2014 and we\u2019re tackling this from a bunch of angles. One exciting direction? Using AI to build a full workspace complete with objects and reports \u2014 all based on a simple text description of the business process you want to set up.<\/p>\n\n\n\n

Today, we\u2019re rolling out the very first version. It doesn\u2019t do everything we have in mind just yet, but it\u2019s already able to create fully functional workspaces you can use right away or tweak further if the basic setup doesn\u2019t quite fit your needs.<\/p>\n\n\n\n

We\u2019re just getting started here. Going forward, AI will be able to craft even more complex workspaces<\/a> using all the power of Planfix. Plus, stay tuned for updates that make manual system setup way easier, along with fresh AI-powered features inside the Planfix interface.<\/p>\n\n\n

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\"Creating<\/figure>\n<\/div>\n\n\n

Main Menu Makeover <\/h2>\n\n\n\n

Be honest \u2014 whose Planfix menu looks like that kitchen drawer where everything random ends up? You know the one: batteries chilling next to scissors, old receipts, and three screwdrivers for some reason. Well, now that drawer\u2019s got a \u201cdeep cleaning\u201d mode.<\/p>\n\n\n\n

See that little plus sign at the bottom of the vertical menu? Tap it, and voil\u00e0 \u2014 you get a neat list of recently opened sections, system sections, and objects. Each has a checkbox next to it. Check it to make that section show up in your menu, uncheck to hide it. Need to create something new \u2014 a project<\/a>, a link, or a group? Hit \u201cCreate,\u201d and you\u2019re all set.<\/p>\n\n\n\n

Bottom line: your main menu is now your space. The kitchen drawer won\u2019t organize itself, but your Planfix menu? Totally under control.<\/p>\n\n\n

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\"Main<\/figure>\n<\/div>","protected":false},"excerpt":{"rendered":"

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…<\/p>\n","protected":false},"author":6,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"_s2mail":"","footnotes":""},"categories":[8],"tags":[38,304,430,254,390],"class_list":["post-10268","post","type-post","status-publish","format-standard","hentry","category-news","tag-ai","tag-automation","tag-objects","tag-reports-in-planfix","tag-workspaces"],"acf":[],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/planfix.com\/blog\/wp-json\/wp\/v2\/posts\/10268","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/planfix.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/planfix.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/planfix.com\/blog\/wp-json\/wp\/v2\/users\/6"}],"replies":[{"embeddable":true,"href":"https:\/\/planfix.com\/blog\/wp-json\/wp\/v2\/comments?post=10268"}],"version-history":[{"count":10,"href":"https:\/\/planfix.com\/blog\/wp-json\/wp\/v2\/posts\/10268\/revisions"}],"predecessor-version":[{"id":10312,"href":"https:\/\/planfix.com\/blog\/wp-json\/wp\/v2\/posts\/10268\/revisions\/10312"}],"wp:attachment":[{"href":"https:\/\/planfix.com\/blog\/wp-json\/wp\/v2\/media?parent=10268"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/planfix.com\/blog\/wp-json\/wp\/v2\/categories?post=10268"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/planfix.com\/blog\/wp-json\/wp\/v2\/tags?post=10268"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}