{"id":5912,"date":"2024-11-01T12:09:37","date_gmt":"2024-11-01T11:09:37","guid":{"rendered":"https:\/\/planfix.com\/blog\/?p=5912"},"modified":"2025-01-23T15:51:51","modified_gmt":"2025-01-23T14:51:51","slug":"whats-new-in-planfix-september-and-october-2024","status":"publish","type":"post","link":"https:\/\/planfix.com\/blog\/news\/whats-new-in-planfix-september-and-october-2024\/","title":{"rendered":"What\u2019s New in Planfix: September and October 2024"},"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\/XD\/vdEeEs.jpg\" alt=\"\"\/><\/figure>\n\n\n\n<p>Throughout September and October, 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 class=\"wp-block-heading\">Manage Data Tag<\/h2>\n\n\n\n<p>You can now manage data tag permissions for employee groups. We\u2019ve finally addressed this long-standing oversight!<\/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\/4W\/LFh27E.png\" alt=\"\"\/><\/figure>\n<\/div>\n\n\n<h2 class=\"wp-block-heading\">Simplified Copying<\/h2>\n\n\n\n<p>You can now copy charts directly from reports.<\/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\/iv\/nzfjYB.png\" alt=\"\"\/><\/figure>\n<\/div>\n\n\n<h2 class=\"wp-block-heading\">The New Task Form Is Now Even More User-Friendly<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Fields for files, <a href=\"https:\/\/planfix.com\/features\/data-tags\/\" target=\"_blank\" rel=\"noopener\" title=\"data tags\">data tags<\/a>, recurrences, and reminders now look and function differently \u2014 added elements appear right in the field instead of in a separate block.<\/li>\n\n\n\n<li>Files now have sleek previews so you can instantly see their contents.<\/li>\n\n\n\n<li>Plus, we gave the fields a design refresh, making the system more enjoyable and comfortable.<\/li>\n<\/ul>\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\/GT\/jOTC7B.jpg\" alt=\"\"\/><\/figure>\n<\/div>\n\n\n<h2 class=\"wp-block-heading\">A New Planfix Mobile App 0.62 is Available<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">What&#8217;s New:<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>We\u2019ve added an expanded list to the Planner.<\/li>\n\n\n\n<li>Now, you can quickly add objects to favorites directly from lists.<\/li>\n\n\n\n<li>The appearance of directory entries has been updated to look cleaner and more modern.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Fixes and Updates:<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>We\u2019ve improved the way task cards open. They are now displayed based on the settings in the template by default. However, team members can still customize their view.<\/li>\n\n\n\n<li>We\u2019ve also made minor tweaks to make the app run smoothly.&nbsp;<\/li>\n<\/ul>\n\n\n\n<p>iOS:&nbsp;<a href=\"https:\/\/apps.apple.com\/us\/app\/id1475346366\" target=\"_blank\" rel=\"noreferrer noopener\">https:\/\/apps.apple.com\/us\/app\/id1475346366<\/a><br>Android:&nbsp;<a href=\"https:\/\/play.google.com\/store\/apps\/details?id=com.planfixng\" target=\"_blank\" rel=\"noreferrer noopener\">https:\/\/play.google.com\/store\/apps\/details?id=com.planfixng<\/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\/uN\/wfNy3I.png\" alt=\"\"\/><\/figure>\n<\/div>\n\n\n<h2 class=\"wp-block-heading\">Revised the Employee Card<\/h2>\n\n\n\n<p>Planfix now also has a brand new form for contact and <a href=\"https:\/\/planfix.com\/features\/project-templates\/\" target=\"_blank\" rel=\"noopener\" title=\"project templates\">project templates<\/a>. Switching to these templates is as easy as clicking a button in the interface.<\/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\/cz\/fUzMVu.jpg\" alt=\"\"\/><\/figure>\n<\/div>\n\n\n<h2 class=\"wp-block-heading\">Easily Move Fields with a New Button<\/h2>\n\n\n\n<p>In the new task creation form, a button now allows you to move fields between panels without having to drag and drop them. No more wasting time and effort with your mouse!<\/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\/mf\/ZWa3li.jpg\" alt=\"\"\/><\/figure>\n<\/div>\n\n\n<h2 class=\"wp-block-heading\">Keeping Tabs on Your Automation Just Got Easier<\/h2>\n\n\n\n<p>Now, you can effortlessly find out which scripts are running the most.<\/p>\n\n\n\n<p>Are you curious about a specific period? Just zoom in on the graph and see what caused that spike in activity. To get started, go to &#8220;Account Management,&#8221; select &#8220;Log,&#8221; and then open &#8220;Automation statistics.&#8221;<\/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\/y5\/7V4Zn7.jpg\" alt=\"\"\/><\/figure>\n<\/div>\n\n\n<h2 class=\"wp-block-heading\">Copying Data Tags Between Tasks Is Now Easier<\/h2>\n\n\n\n<p>Imagine your team tackles different projects for a client every month. Each one is evaluated differently, but the type of data tag remains the same. With our new &#8220;Copy data tag&#8221; feature, you can now gather all data tags from completed tasks into one master task, making it a breeze to prep invoices and final documents.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Here&#8217;s how you can copy data tags:<\/li>\n\n\n\n<li>Copy all data tags of this type;<\/li>\n\n\n\n<li>Extract data tag from the latest comment;<\/li>\n\n\n\n<li>Use the data tag attached to task description.<\/li>\n<\/ul>\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\/BL\/tYd5Pn.jpg\" alt=\"\"\/><\/figure>\n<\/div>","protected":false},"excerpt":{"rendered":"<p>Throughout September and October, the Planfix team was fine-tuning the system. We&#8217;re excited to announce a host of fixes designed to increase efficiency and improve&#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":[304,58,34,226,314],"class_list":["post-5912","post","type-post","status-publish","format-standard","hentry","category-news","tag-automation","tag-data-tags","tag-employees","tag-planfix-mobile-app","tag-tasks"],"acf":[],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/planfix.com\/blog\/wp-json\/wp\/v2\/posts\/5912","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=5912"}],"version-history":[{"count":13,"href":"https:\/\/planfix.com\/blog\/wp-json\/wp\/v2\/posts\/5912\/revisions"}],"predecessor-version":[{"id":6780,"href":"https:\/\/planfix.com\/blog\/wp-json\/wp\/v2\/posts\/5912\/revisions\/6780"}],"wp:attachment":[{"href":"https:\/\/planfix.com\/blog\/wp-json\/wp\/v2\/media?parent=5912"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/planfix.com\/blog\/wp-json\/wp\/v2\/categories?post=5912"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/planfix.com\/blog\/wp-json\/wp\/v2\/tags?post=5912"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}