{"id":11812,"date":"2026-07-01T14:23:07","date_gmt":"2026-07-01T12:23:07","guid":{"rendered":"https:\/\/planfix.com\/blog\/?p=11812"},"modified":"2026-07-01T14:31:14","modified_gmt":"2026-07-01T12:31:14","slug":"whats-new-in-planfix-june-2026","status":"publish","type":"post","link":"https:\/\/planfix.com\/blog\/news\/whats-new-in-planfix-june-2026\/","title":{"rendered":"What\u2019s New in Planfix: June 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\/V4\/lOqfU3.png\" alt=\"\"\/><\/figure>\n\n\n\n<div class=\"wp-block-aioseo-table-of-contents aio-toc\"><ul><li><a href=\"#aioseo-scripts-and-buttons-on-the-whiteboard\">Scripts and Buttons on the Whiteboard<\/a><\/li><li><a href=\"#aioseo-new-dashboard-widget-donut-chart\">New Dashboard Widget &#x2013; Donut chart<\/a><\/li><li><a href=\"#aioseo-new-video\">New Video:<\/a><ul><li><a href=\"#aioseo-tasks-in-planfix-optimizing-work-for-both-managers-and-teams\">1 Tasks in Planfix: Optimizing work for both managers and teams<\/a><\/li><li><a href=\"#aioseo-chronicle-at-planfix-organizing-corporate-communications\">2 Chronicle at Planfix: Organizing Corporate Communications<\/a><\/li><li><a href=\"#aioseo-planner-in-planfix-organizing-your-workflow\">3 Planner in Planfix: Organizing Your Workflow<\/a><\/li><li><a href=\"#aioseo-data-tags-in-planfix-automating-financial-controls\">4 Data tags in Planfix: Automating Financial Controls<\/a><\/li><li><a href=\"#aioseo-planfix-for-beginners-reports\">5 Planfix for beginners: Reports<\/a><\/li><li><a href=\"#aioseo-planfix-for-complete-beginners-how-to-assign-tasks\">6 Planfix for Complete Beginners: How to Assign Tasks<\/a><\/li><li><a href=\"#aioseo-checklists-in-planfix-how-to-eliminate-chaos\">7 Checklists in Planfix: How to Eliminate Chaos<\/a><\/li><li><a href=\"#aioseo-sequential-tasks\">8 Sequential Tasks<\/a><\/li><li><a href=\"#aioseo-projects-in-planfix-how-to-organize-tasks-around-a-common-goal\">9 Projects in Planfix: How to Organize Tasks Around a Common Goal<\/a><\/li><\/ul><\/li><\/ul><\/div>\n\n\n\n<p class=\"wp-block-paragraph\">June 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<h2 id=\"aioseo-scripts-and-buttons-on-the-whiteboard\" class=\"wp-block-heading\"><strong>Scripts and Buttons on the Whiteboard<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">To add them, just open the object-adding menu and pick either <strong>\u201cScript\u201d<\/strong> or <strong>\u201cButton.\u201d<\/strong> Or, even easier \u2013 paste the link to a script or button right into an empty block on the whiteboard, and the right object will appear automatically.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">This is perfect when you\u2019re mapping out a business process set up in Planfix.<br>Now, in addition to the process itself, you can add the logic behind it \u2013 basically, what controls it. Use the <a href=\"https:\/\/planfix.com\/features\/whiteboard\/\" target=\"_blank\" rel=\"noopener\" title=\"\">Whiteboard <\/a>to detail your complex business processes, making your workflow and future maintenance way simpler.<\/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\/I2\/3BN7vm.jpg\" alt=\"Mapping Business Processes with Scripts and Buttons in Planfix\" title=\"Mapping Business Processes with Scripts and Buttons | Planfix\"\/><\/figure>\n<\/div>\n\n\n<h2 id=\"aioseo-new-dashboard-widget-donut-chart\" class=\"wp-block-heading\"><strong>New Dashboard Widget \u2013 Donut chart<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Unlike the usual pie chart, this one looks like a \u201cdonut\u201d with a hollow center. Right in the middle, you can see the total sum of all values at a glance. It\u2019s super handy when you want to quickly grasp both the shares and the overall total at a glance.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Check back in your widget settings from time to time \u2013 we\u2019ll be adding more!<\/p>\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\/V3\/VGM70U.jpg\" alt=\"Visualizing Dashboard Data with Donut Charts in Planfix\" title=\"Visualizing Dashboard Data with Donut Charts | Planfix\"\/><\/figure>\n\n\n\n<h2 id=\"aioseo-new-video\" class=\"wp-block-heading\">New Video: <\/h2>\n\n\n\n<h3 id=\"aioseo-tasks-in-planfix-optimizing-work-for-both-managers-and-teams\" class=\"wp-block-heading\">Tasks in Planfix: Optimizing Work for Both Managers and Teams<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Losing tasks and files in work chats on Telegram or WhatsApp? In this video, we\u2019ll look at how a <a href=\"https:\/\/planfix.com\/features\/tasks\/\" target=\"_blank\" rel=\"noopener\" title=\"\">task <\/a>works in Planfix and why managing projects within a task manager is more effective than using regular messaging apps.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">We\u2019ll walk through the anatomy of a task step by step and show how it helps automate business processes, set up employee control, and make teamwork more transparent. You\u2019ll learn how implementing Planfix as a <a href=\"https:\/\/planfix.com\/crm\/\" target=\"_blank\" rel=\"noopener\" title=\"\">CRM <\/a>and task tracker helps eliminate communication chaos and optimize work for both managers and teams.<\/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=\"Tasks in Planfix: Optimizing work for both managers and teams\" width=\"720\" height=\"405\" data-lazy=\"true\" data-src=\"https:\/\/www.youtube.com\/embed\/YUS6f7-bkP0?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\">You may also find our article &#8220;<a href=\"https:\/\/planfix.com\/blog\/tips\/how-to-automate-business-processes-in-your-company\/\" target=\"_blank\" rel=\"noopener\" title=\"\">How to Automate Business Processes in Your Company<\/a>&#8221; useful.<\/p>\n\n\n\n<h3 id=\"aioseo-chronicle-at-planfix-organizing-corporate-communications\" class=\"wp-block-heading\">Chronicle at Planfix: Organizing Corporate Communications<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Have internal notifications in work chats turned into an endless stream of spam, causing employees to miss important manager requests and lose focus? In this video, we\u2019ll take a detailed look at how <a href=\"https:\/\/planfix.com\/features\/chronicle\/\" target=\"_blank\" rel=\"noopener\" title=\"\">Chronicle<\/a> works in Planfix \u2014 the main tool for managing incoming notifications. It replaces chaotic messenger conversations and helps organize company communication.<\/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=\"Chronicle at Planfix: Organizing Corporate Communications\" width=\"720\" height=\"405\" data-lazy=\"true\" data-src=\"https:\/\/www.youtube.com\/embed\/ODyp1JqBk5Q?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-planner-in-planfix-organizing-your-workflow\" class=\"wp-block-heading\">Planner in Planfix: Organizing Your Workflow<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Managers and team leads regularly face uneven task distribution and missed deadlines. In this video, we\u2019ll show how the <a href=\"https:\/\/planfix.com\/features\/planner\/\" target=\"_blank\" rel=\"noopener\" title=\"\">planner<\/a> in Planfix helps control employee workload and organize the team\u2019s current work without manually collecting reports.<\/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=\"Planner in Planfix: Organizing Your Workflow\" width=\"720\" height=\"405\" data-lazy=\"true\" data-src=\"https:\/\/www.youtube.com\/embed\/ILgS25kzZ8g?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-data-tags-in-planfix-automating-financial-controls\" class=\"wp-block-heading\">Data Tags in Planfix: Automating Financial Controls<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Tired of collecting financial reports manually from Excel spreadsheets, while employee time tracking turns into chaos? In this video, we\u2019ll show how built-in <a href=\"https:\/\/planfix.com\/features\/data-tags\/\" target=\"_blank\" rel=\"noopener\" title=\"\">data tags<\/a> in Planfix help you flexibly track expenses, working time, and key metrics directly inside your current tasks.<\/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=\"Data tags in Planfix: Automating Financial Controls\" width=\"720\" height=\"405\" data-lazy=\"true\" data-src=\"https:\/\/www.youtube.com\/embed\/5x8HebIzd6E?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-planfix-for-beginners-reports\" class=\"wp-block-heading\">Planfix for Beginners: Reports<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Spending hours manually collecting data tags from scattered spreadsheets and worrying about missing budget overruns? In this video, we\u2019ll show how to set up automatic <a href=\"https:\/\/planfix.com\/features\/reports\/\" target=\"_blank\" rel=\"noopener\" title=\"reports\">reports<\/a> in Planfix, so your business can bring order to expense tracking and see the real profitability of projects.<\/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=\"Planfix for beginners: Reports\" width=\"720\" height=\"405\" data-lazy=\"true\" data-src=\"https:\/\/www.youtube.com\/embed\/IGCgstOwZq0?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-planfix-for-complete-beginners-how-to-assign-tasks\" class=\"wp-block-heading\">Planfix for Complete Beginners: How to Assign Tasks<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Not sure how to distribute responsibilities across your team? Do new assignments get stuck because no one knows who is responsible? In this video, we\u2019ll look at assignees in Planfix \u2013 a tool that helps you quickly involve employees in the work process and clearly define areas of responsibility.<\/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=\"Planfix for Complete Beginners: How to Assign Tasks\" width=\"720\" height=\"405\" data-lazy=\"true\" data-src=\"https:\/\/www.youtube.com\/embed\/1BUSeSvB9Fg?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-checklists-in-planfix-how-to-eliminate-chaos\" class=\"wp-block-heading\">Checklists in Planfix: How to Eliminate Chaos<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Tired of employees missing important details in complex processes, while tasks only get completed halfway? In this video, we\u2019ll show you how to use <a href=\"https:\/\/planfix.com\/features\/checklists\/\" target=\"_blank\" rel=\"noopener\" title=\"\">checklists <\/a>in Planfix to eliminate chaos, missed deadlines, and mistakes caused by human error.<\/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\">\nhttps:\/\/www.youtube.com\/watch?v=uUprQbLSjKk\n<\/div><\/figure>\n\n\n\n<h3 id=\"aioseo-sequential-tasks\" class=\"wp-block-heading\">Sequential Tasks<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Do employees get confused about deadlines, start tasks too early, and create chaos in work chats like Telegram or Viber? In this video, we\u2019ll show you how to build a clear process pipeline and set up <a href=\"https:\/\/planfix.com\/features\/sequential-tasks\/\" target=\"_blank\" rel=\"noopener\" title=\"\">Sequential Tasks<\/a> in Planfix, so each stage of work is passed from one specialist to the next automatically \u2014 without manual 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=\"Sequential Tasks\" width=\"720\" height=\"405\" data-lazy=\"true\" data-src=\"https:\/\/www.youtube.com\/embed\/y4jA9K8aerA?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-projects-in-planfix-how-to-organize-tasks-around-a-common-goal\" class=\"wp-block-heading\">Projects in Planfix: How to Organize Tasks Around a Common Goal<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Are you losing track of development stages, juggling client tasks, and searching through endless Telegram or WhatsApp chats for important documents? In this video, you&#8217;ll learn how Projects work in Planfix and why a structured <a href=\"https:\/\/planfix.com\/features\/projects\/\" target=\"_blank\" rel=\"noopener\" title=\"\">project<\/a> management system is far more effective than scattered messenger conversations.<\/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=\"Projects in Planfix: How to Organize Tasks Around a Common Goal\" width=\"720\" height=\"405\" data-lazy=\"true\" data-src=\"https:\/\/www.youtube.com\/embed\/h8CW7hJBuUo?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>June may be over, but our efforts to improve Planfix are just getting into full swing. Check out our latest updates and improvements to optimize&#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":"yes","footnotes":""},"categories":[8],"tags":[304,256,40,58,238,30,164,254,244],"class_list":["post-11812","post","type-post","status-publish","format-standard","hentry","category-news","tag-automation","tag-charts","tag-crm","tag-data-tags","tag-integrations","tag-mind-map","tag-planner","tag-reports-in-planfix","tag-whiteboard"],"acf":[],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/planfix.com\/blog\/wp-json\/wp\/v2\/posts\/11812","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=11812"}],"version-history":[{"count":10,"href":"https:\/\/planfix.com\/blog\/wp-json\/wp\/v2\/posts\/11812\/revisions"}],"predecessor-version":[{"id":11842,"href":"https:\/\/planfix.com\/blog\/wp-json\/wp\/v2\/posts\/11812\/revisions\/11842"}],"wp:attachment":[{"href":"https:\/\/planfix.com\/blog\/wp-json\/wp\/v2\/media?parent=11812"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/planfix.com\/blog\/wp-json\/wp\/v2\/categories?post=11812"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/planfix.com\/blog\/wp-json\/wp\/v2\/tags?post=11812"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}