{"id":11434,"date":"2026-06-03T09:26:31","date_gmt":"2026-06-03T07:26:31","guid":{"rendered":"https:\/\/planfix.com\/blog\/?p=11434"},"modified":"2026-06-03T09:27:26","modified_gmt":"2026-06-03T07:27:26","slug":"whats-new-in-planfix-may-2026","status":"publish","type":"post","link":"https:\/\/planfix.com\/blog\/news\/whats-new-in-planfix-may-2026\/","title":{"rendered":"What\u2019s New in Planfix: May 2026"},"content":{"rendered":"<div class=\"breadcrumbs \" typeof=\"BreadcrumbList\" vocab=\"https:\/\/schema.org\/\"><span property=\"itemListElement\" typeof=\"ListItem\"><a property=\"item\" typeof=\"WebPage\" title=\"Go to Planfix.\" href=\"https:\/\/planfix.com\/blog\/\" class=\"home\" aria-current=\"page\"><span property=\"name\">Planfix<\/span><\/a><meta property=\"position\" content=\"1\"><\/span><\/div>\n\n\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/planfix.com\/blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/s.pfx.so\/pf\/WW\/SAuYrl.jpg\" alt=\"\"\/><\/figure>\n\n\n\n<div class=\"wp-block-aioseo-table-of-contents aio-toc\"><ul><li><a href=\"#aioseo-weve-revamped-the-date-picker-in-tasks\">We&#x2019;ve Revamped the Date Picker in Tasks<\/a><\/li><li><a href=\"#aioseo-file-version-control-is-now-easier\">File Version Control Is Now Easier<\/a><\/li><li><a href=\"#aioseo-weve-added-a-quick-way-to-create-whiteboards\">We&#x2019;ve Added a Quick Way to Create Whiteboards<\/a><\/li><li><a href=\"#aioseo-new-in-the-facebook-integration-utility-templates\">New in the Facebook Integration: Utility Templates<\/a><\/li><li><a href=\"#aioseo-now-its-super-easy-to-see-which-teammates-are-out-on-vacation\">Now It&#x2019;s Super Easy to See Which Teammates Are Out on Vacation<\/a><\/li><li><a href=\"#aioseo-hourly-data-tags-in-calendar-are-now-even-more-convenient\">Hourly Data Tags in Calendar Are Now Even More Convenient<\/a><\/li><li><a href=\"#aioseo-we-made-main-menu-setup-way-easier\">We Made Main Menu Setup Way Easier<\/a><\/li><li><a href=\"#aioseo-our-ai-dataminer-just-got-smarter\">Our AI Dataminer Just Got Smarter<\/a><\/li><li><a href=\"#aioseo-new-video\">New Video:<\/a><ul><li><a href=\"#aioseo-make-tasks-clear\">Make Tasks Clear<\/a><\/li><li><a href=\"#aioseo-tracking-client-payments\">Tracking Client Payments<\/a><\/li><\/ul><\/li><\/ul><\/div>\n\n\n\n<p class=\"wp-block-paragraph\">Throughout May, the Planfix team was fine-tuning the system. We&#8217;re excited to announce a host of fixes designed to increase efficiency and improve user experience. Stay tuned for the latest updates!<\/p>\n\n\n\n<h2 id=\"aioseo-weve-revamped-the-date-picker-in-tasks\" class=\"wp-block-heading\">We\u2019ve Revamped the Date Picker in Tasks<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>What\u2019s new<\/strong>: <\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>The window is now more compact and clean.<\/li>\n\n\n\n<li>By default, only the Due Date shows up \u2014 because, let\u2019s be honest, that\u2019s what you usually need. The Start Date and Duration fields are tucked away under the gear icon, and you can enable them whenever you need.<\/li>\n\n\n\n<li>Time selection got a makeover too: instead of a clock dial, you get a dropdown where you can type the exact time right from your keyboard.<\/li>\n<\/ul>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p class=\"wp-block-paragraph\">We carefully watched how you use date picking and noticed that the Due Date is the star of the show most of the time. Before, the Start Date and Duration fields were all visible, so folks filled them out just because they were there. Now, they won\u2019t distract you unless you actually need them.<\/p>\n<\/blockquote>\n\n\n\n<p class=\"wp-block-paragraph\">We know real-world <a href=\"https:\/\/planfix.com\/features\/tasks\/\" target=\"_blank\" rel=\"noopener\" title=\"\">tasks<\/a> can throw curveballs, so we\u2019re all ears for your feedback. Tell us what\u2019s working smoother and faster \u2014 and what\u2019s still a pain or slowing you down!<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img decoding=\"async\" src=\"https:\/\/planfix.com\/blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/s.pfx.so\/pf\/D0\/jzzPTm.jpg\" alt=\"Simplified Task Scheduling in Planfix\" title=\"Simplified Task Scheduling in Planfix | Planfix\"\/><\/figure>\n<\/div>\n\n\n<h2 id=\"aioseo-file-version-control-is-now-easier\" class=\"wp-block-heading\">File Version Control Is Now Easier<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Now you\u2019re totally in control of what happens when you upload a new version of a file. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">There\u2019s a clear, easy-to-find option in your account settings that lets you decide what happens to the previous file version whenever you upload a new one. It works the same way every time &#8211; whether you\u2019re uploading through the interface, editing online, or updating the file via <a href=\"https:\/\/planfix.com\/api\/\" target=\"_blank\" rel=\"noopener\" title=\"\">API<\/a>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Just pick your preferred option once in the settings, and from then on, new versions will upload exactly how you want &#8211; no matter who does it or how!<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img decoding=\"async\" src=\"https:\/\/planfix.com\/blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/s.pfx.so\/pf\/5H\/KfYUEe.png\" alt=\"Flexible File Version Management in Planfix\" title=\"Flexible File Version Management in Planfix | Planfix\"\/><\/figure>\n<\/div>\n\n\n<h2 id=\"aioseo-weve-added-a-quick-way-to-create-whiteboards\" class=\"wp-block-heading\">We\u2019ve Added a Quick Way to Create Whiteboards <\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Now you can whip up a whiteboard in just a couple of clicks &#8211; hit the button, generate your whiteboard, copy the link, and attach it right to the task or project you need.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">All your <a href=\"https:\/\/planfix.com\/features\/whiteboard\/\" target=\"_blank\" rel=\"noopener\" title=\"\">whiteboards<\/a> are automatically organized in a dedicated section in the main menu.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">We often hear from you that whiteboards aren\u2019t just useful in the <a href=\"https:\/\/planfix.com\/features\/planner\/\" target=\"_blank\" rel=\"noopener\" title=\"\">Planner<\/a> but also within projects and tasks. This release is the first step toward that. More convenient stuff coming soon.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img decoding=\"async\" src=\"https:\/\/planfix.com\/blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/s.pfx.so\/pf\/jq\/M7enD9.png\" alt=\"Quick Whiteboard Creation in Planfix\" title=\"Quick Whiteboard Creation in Planfix | Planfix\"\/><\/figure>\n<\/div>\n\n\n<h2 id=\"aioseo-new-in-the-facebook-integration-utility-templates\" class=\"wp-block-heading\">New in the Facebook Integration: Utility Templates<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">These are Facebook-approved message templates that Planfix\u2019s scripts can send to your clients anytime \u2013 even outside the usual 24-hour messaging window.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">You create these templates right in the template manager (the button in the <a href=\"https:\/\/planfix.com\/integrations\/\" target=\"_blank\" rel=\"noopener\" title=\"\">integration<\/a> settings), submit them to Facebook for approval, and once approved, you can plug them into your message-sending scripts in Messenger.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Learn more about working with Utility templates in the <a href=\"https:\/\/planfix.com\/help\/Utility_templates_for_Facebook_Messenger\" target=\"_blank\" rel=\"noopener\" title=\"\">help section<\/a>.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img decoding=\"async\" src=\"https:\/\/planfix.com\/blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/s.pfx.so\/pf\/LH\/S3vhAg.png\" alt=\"Automated Facebook Messaging in Planfix\" title=\"Automated Facebook Messaging in Planfix | Planfix\"\/><\/figure>\n<\/div>\n\n\n<h2 id=\"aioseo-now-its-super-easy-to-see-which-teammates-are-out-on-vacation\" class=\"wp-block-heading\">Now It\u2019s Super Easy to See Which Teammates Are Out on Vacation<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">We\u2019ve added a <strong>special icon<\/strong> right next to the name of anyone who\u2019s currently taking time off \u2013 and you\u2019ll spot it right when you\u2019re creating a task. That way, you instantly know that this colleague is away.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">It helps you quickly decide whether to reassign the task or pick a better deadline. And stay tuned \u2013 we\u2019re planning to show this icon in more places across Planfix soon, wherever you connect with your coworkers during your workflow.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">You can also learn how to <a href=\"https:\/\/planfix.com\/blog\/teamwork\/enjoy-seamless-workflow-with-temporary-replacements\/\" target=\"_blank\" rel=\"noopener\" title=\"\">set up a temporary replacement <\/a>so work keeps moving while a teammate is out of office.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img decoding=\"async\" src=\"https:\/\/planfix.com\/blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/s.pfx.so\/pf\/NA\/hOuorD.jpg\" alt=\"Clear Team Availability in Planfix\" title=\"Clear Team Availability in Planfix | Planfix\"\/><\/figure>\n<\/div>\n\n\n<h2 id=\"aioseo-hourly-data-tags-in-calendar-are-now-even-more-convenient\" class=\"wp-block-heading\">Hourly Data Tags in Calendar Are Now Even More Convenient<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Switch your <a href=\"https:\/\/planfix.com\/features\/hourly-calendar\/\" target=\"_blank\" rel=\"noopener\" title=\"\">calendar<\/a> to \u201cDay\u201d view, and you\u2019ll see multiple team members\u2019 data laid out in separate columns. It\u2019s a breeze to scan and compare.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Now, with a glance, you can spot open slots for new clients, see who\u2019s swamped, and who could use a breather.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img decoding=\"async\" src=\"https:\/\/planfix.com\/blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/s.pfx.so\/pf\/vD\/lBSLht.png\" alt=\"Hourly Workload Planning in Planfix\" title=\"Hourly Workload Planning in Planfix | Planfix\"\/><\/figure>\n<\/div>\n\n\n<h2 id=\"aioseo-we-made-main-menu-setup-way-easier\" class=\"wp-block-heading\"><strong>We Made Main Menu Setup Way Easier<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Now, when you add a section to the main menu, there\u2019s a little dropdown icon right next to its name. Click it, and a window pops up where you can pick exactly what you want \u2013 like a specific task filter, for example. <em>This way, you can build out your entire main menu without ever leaving the settings.<\/em><\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img decoding=\"async\" src=\"https:\/\/planfix.com\/blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/s.pfx.so\/pf\/D0\/YbWUOi.png\" alt=\"Custom Workspace Navigation in Planfix\" title=\"Custom Workspace Navigation in Planfix | Planfix \"\/><\/figure>\n<\/div>\n\n\n<h2 id=\"aioseo-our-ai-dataminer-just-got-smarter\" class=\"wp-block-heading\">Our AI Dataminer Just Got Smarter<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Now Reads Inside Word and Excel Files.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Previously, our <a href=\"https:\/\/planfix.com\/blog\/teamwork\/planfix-ai-agents-revolutionizing-your-workflow-with-intelligent-automation\/#aioseo-dataminer\" target=\"_blank\" rel=\"noopener\" title=\"\">AI dataminer<\/a><strong> <\/strong>could only read task texts and comments \u2013 including images and PDFs. But now, it\u2019s leveled up and can look inside Word and Excel documents.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">If you upload a .doc, .docx, .xls, or .xlsx file to a task, the dataminer will seamlessly process its content along with the rest of the info.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">So, say goodbye to manually copying numbers and text from commercial proposals, price lists in spreadsheets, contracts, or reports. The agent will pull what it needs straight from the attachment and factor it into its analysis.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img decoding=\"async\" src=\"https:\/\/planfix.com\/blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/s.pfx.so\/pf\/eA\/YSslqo.png\" alt=\"Automated Data Capture with AI in Planfix\" title=\"Automated Data Capture with AI in Planfix | Planfix\"\/><\/figure>\n<\/div>\n\n\n<h2 id=\"aioseo-new-video\" class=\"wp-block-heading\">New Video:<\/h2>\n\n\n\n<h3 id=\"aioseo-make-tasks-clear\" class=\"wp-block-heading\">Make Tasks Clear<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Are you struggling with work tasks blurring into an endless grey mass while deadlines constantly slip through the cracks? In this video, we will show you how to set up visual order in Planfix so that you and your team can gauge priorities and the current <a href=\"https:\/\/planfix.com\/features\/status-sets\/\" target=\"_blank\" rel=\"noopener\" title=\"\">status<\/a> of any process at a single glance.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">We will break down the practical interface customization tools that transform a chaotic task list into a transparent management system. You will learn how to adapt data visualization to your business logic, speed up employee workflows, and relieve managers from repetitive micro-control.<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"Make Tasks Clear | Planfix for Beginners\" width=\"720\" height=\"405\" data-lazy=\"true\" data-src=\"https:\/\/www.youtube.com\/embed\/bRcOMEyvpJY?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<h3 id=\"aioseo-tracking-client-payments\" class=\"wp-block-heading\"><strong>Tracking Client Payments<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Are cash flows slipping through your fingers, and tracking missing invoices for open <a href=\"https:\/\/planfix.com\/features\/projects\/\" target=\"_blank\" rel=\"noopener\" title=\"\">projects<\/a> feels like a total nightmare? In this video, we will show you how to build a powerful financial tracking report in Planfix to monitor client settlements and control invoice closures automatically.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">We will break down the exact step-by-step setup using custom <a href=\"https:\/\/planfix.com\/features\/data-tags\/\" target=\"_blank\" rel=\"noopener\" title=\"\">data tags<\/a> inside task workflows to eliminate payment delays and human error. You will learn how to structure financial operations, automate calculation formulas, and generate clear data summaries that give business owners full visibility over their project profitability.<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"Tracking Client Payments | Step-by-step Guides\" width=\"720\" height=\"405\" data-lazy=\"true\" data-src=\"https:\/\/www.youtube.com\/embed\/9TxjRJu9Mrw?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Throughout May, the Planfix team was fine-tuning the system. We&#8217;re excited to announce a host of fixes designed to increase efficiency and improve user experience&#8230;.<\/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":[38,464,370,238,314,298,244],"class_list":["post-11434","post","type-post","status-publish","format-standard","hentry","category-news","tag-ai","tag-ai-agent","tag-hourly-calendar","tag-integrations","tag-tasks","tag-templates","tag-whiteboard"],"acf":[],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/planfix.com\/blog\/wp-json\/wp\/v2\/posts\/11434","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=11434"}],"version-history":[{"count":35,"href":"https:\/\/planfix.com\/blog\/wp-json\/wp\/v2\/posts\/11434\/revisions"}],"predecessor-version":[{"id":11528,"href":"https:\/\/planfix.com\/blog\/wp-json\/wp\/v2\/posts\/11434\/revisions\/11528"}],"wp:attachment":[{"href":"https:\/\/planfix.com\/blog\/wp-json\/wp\/v2\/media?parent=11434"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/planfix.com\/blog\/wp-json\/wp\/v2\/categories?post=11434"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/planfix.com\/blog\/wp-json\/wp\/v2\/tags?post=11434"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}