{"id":11812,"date":"2026-07-01T14:23:07","date_gmt":"2026-07-01T12:23:07","guid":{"rendered":"https:\/\/planfix.com\/blog\/?p=11812"},"modified":"2026-09-26T06:31:58","modified_gmt":"2026-09-26T04:31:58","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:\/\/s.pfx.so\/pf\/V4\/lOqfU3.png\" alt=\"\" \/><\/figure>\n\n\n<div class=\"wp-block-aioseo-table-of-contents\"><ul><li><a class=\"aioseo-toc-item\" href=\"#aioseo-scripts-and-buttons-on-the-whiteboard\">Scripts and Buttons on the Whiteboard<\/a><\/li><li><a class=\"aioseo-toc-item\" href=\"#aioseo-new-dashboard-widget-donut-chart\">New Dashboard Widget \u2013 Donut chart<\/a><\/li><li><a class=\"aioseo-toc-item\" href=\"#aioseo-new-video\">New Video:<\/a><ul><li><a class=\"aioseo-toc-item\" 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 class=\"aioseo-toc-item\" href=\"#aioseo-chronicle-at-planfix-organizing-corporate-communications\">2 Chronicle at Planfix: Organizing Corporate Communications<\/a><\/li><li><a class=\"aioseo-toc-item\" href=\"#aioseo-planner-in-planfix-organizing-your-workflow\">3 Planner in Planfix: Organizing Your Workflow<\/a><\/li><li><a class=\"aioseo-toc-item\" href=\"#aioseo-data-tags-in-planfix-automating-financial-controls\">4 Data tags in Planfix: Automating Financial Controls<\/a><\/li><li><a class=\"aioseo-toc-item\" href=\"#aioseo-planfix-for-beginners-reports\">5 Planfix for beginners: Reports<\/a><\/li><li><a class=\"aioseo-toc-item\" href=\"#aioseo-planfix-for-complete-beginners-how-to-assign-tasks\">6 Planfix for Complete Beginners: How to Assign Tasks<\/a><\/li><li><a class=\"aioseo-toc-item\" href=\"#aioseo-checklists-in-planfix-how-to-eliminate-chaos\">7 Checklists in Planfix: How to Eliminate Chaos<\/a><\/li><li><a class=\"aioseo-toc-item\" href=\"#aioseo-sequential-tasks\">8 Sequential Tasks<\/a><\/li><li><a class=\"aioseo-toc-item\" 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<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:\/\/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:\/\/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<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/planfix.com\/blog\/video\/tasks-in-planfix-optimizing-work-for-both-managers-and-teams\/\">Tasks in Planfix: Optimizing Work for Both Managers and Teams<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/planfix.com\/blog\/video\/chronicle-at-planfix-organizing-corporate-communications\/\">Chronicle at Planfix: Organizing Corporate Communications<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/planfix.com\/blog\/video\/planner-in-planfix-organizing-your-workflow\/\">Planner in Planfix: Organizing Your Workflow<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/planfix.com\/blog\/video\/data-tags-in-planfix-automating-financial-controls\/\">Data Tags in Planfix: Automating Financial Controls<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/planfix.com\/blog\/video\/planfix-for-beginners-reports\/\">Planfix for Beginners: Reports<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/planfix.com\/blog\/video\/planfix-for-complete-beginners-how-to-assign-tasks\/\">Planfix for Complete Beginners: How to Assign Tasks<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/planfix.com\/blog\/video\/checklists-in-planfix-how-to-eliminate-chaos\/\">Checklists in Planfix: How to Eliminate Chaos<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/planfix.com\/blog\/video\/sequential-tasks\/\">Sequential Tasks<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/planfix.com\/blog\/video\/projects-in-planfix-how-to-organize-tasks-around-a-common-goal\/\">Projects in Planfix: How to Organize Tasks Around a Common Goal<\/a><\/li>\n<\/ul>\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 your workflow even more. Scripts and Buttons on the Whiteboard To add them, just open the object-adding menu and pick either \u201cScript\u201d or \u201cButton.\u201d Or, even easier \u2013 paste the [&hellip;]<\/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":[254,244],"class_list":["post-11812","post","type-post","status-publish","format-standard","hentry","category-news","tag-reports-in-planfix","tag-whiteboard"],"acf":[],"aioseo_notices":[],"aioseo_head":"\n\t\t<!-- All in One SEO Pro 4.9.10 - aioseo.com -->\n\t<meta name=\"description\" content=\"Key Planfix updates of June 2026. 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