{"id":6308,"date":"2024-12-02T10:10:10","date_gmt":"2024-12-02T09:10:10","guid":{"rendered":"https:\/\/planfix.com\/blog\/?p=6308"},"modified":"2025-01-23T15:50:56","modified_gmt":"2025-01-23T14:50:56","slug":"whats-new-in-planfix-november-2024","status":"publish","type":"post","link":"https:\/\/planfix.com\/blog\/news\/whats-new-in-planfix-november-2024\/","title":{"rendered":"What\u2019s New in Planfix: November 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<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\/DR\/5RdcDj.jpg\" alt=\"\"\/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Throughout November, 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\">Significant Updates to the Planfix Billing System<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">We recently announced<a href=\"https:\/\/t.me\/planfix_news\/679\" target=\"_blank\" rel=\"noopener\" title=\"\"> some changes to our billing system<\/a> and got great feedback from you. Thanks for the help! <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">You pointed out a few areas where the new system could be cumbersome. We have taken your thoughts to heart and made the following updates:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Limits are now again tied to your account package rather than individual team members. This change makes calculating costs and selecting services easier and more convenient.<\/li>\n\n\n\n<li>The number of operations you can perform now depends solely on the number of users in your account. For example, our &#8220;Business&#8221; package includes 5,000 operations per user, roughly equivalent to one automated task every two working minutes.<\/li>\n\n\n\n<li>Resource upgrade packages are now separate from team member licenses and have their pricing. The latest information is on our <a href=\"https:\/\/planfix.com\/prices\/\" target=\"_blank\" rel=\"noopener\" title=\"\">pricing page<\/a>.<\/li>\n\n\n\n<li>If your account limit is running low, you can add an upgrade package to increase your total limit.<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">These changes will make the billing system smoother for everyone.<\/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\/d124se.jpg\" alt=\"\"\/><\/figure>\n<\/div>\n\n\n<h2 class=\"wp-block-heading\">Improved Task Filter Menu<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">We&#8217;ve updated the vertical task filter menu to make it even easier and more convenient to use!<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">First, we have revised the design. The &#8220;Add &#8221; option is now located directly below your current filters, so you no longer have to search for it. When you hit the button, a handy submenu of display options, including Kanban, opens.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The search is also simplified. By default, it\u2019s collapsed, but with one click, you can expand it and search directly for the desired filter.<\/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\/6i\/uf2xcX.jpg\" alt=\"\"\/><\/figure>\n<\/div>\n\n\n<h2 class=\"wp-block-heading\">Changes in Summary Fields<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Summary fields in Planfix \u2014 a feature we\u2019re constantly tweaking to make your life easier. Now, you can filter and sort projects based on the data from these fields.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">We&#8217;ve also added a bulk action option to recalculate the values in the summary fields, saving you time and optimizing your project workflow.<\/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\/ie\/mamfNC.jpg\" alt=\"\"\/><\/figure>\n<\/div>\n\n\n<h2 class=\"wp-block-heading\">Planfix Knowledge Base Update<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Every company gathers valuable insights that are worth organizing over time. A well-structured knowledge base helps tackle tasks faster and train your team more effectively. That&#8217;s where a knowledge base comes in handy!<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Previously, Planfix users relied on the Directory for this purpose. But now, we&#8217;ve got a more modern and user-friendly solution \u2014 Objects. With Objects, storing and finding information is a breeze!<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Check out these videos to see it in action:<\/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=\"Knowledge base in Planfix | Getting started\" width=\"720\" height=\"405\" data-lazy=\"true\" data-src=\"https:\/\/www.youtube.com\/embed\/hi8Z5dXXxM0?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<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=\"How to set up the Knowledge Base in Planfix | Step-by-step Guides\" width=\"720\" height=\"405\" data-lazy=\"true\" data-src=\"https:\/\/www.youtube.com\/embed\/bIyyAnM8Kyc?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<h2 class=\"wp-block-heading\">New Features When Working with New Object Forms<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Now, when you&#8217;re working with new object forms, the window will automatically scroll as you drag fields around.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Working with tons of fields just got a whole lot easier! Moving fields within the template or between fields is now seamless and hassle-free.<\/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\/gj\/JISpoe.gif\" alt=\"\"\/><\/figure>\n<\/div>\n\n\n<h2 class=\"wp-block-heading\">A New Planfix Mobile App 0.63 is Available<\/h2>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Say hello to the new &#8220;Support&#8221; section! Need help? Just contact us. We&#8217;re here for you.<\/li>\n\n\n\n<li>Long-press on the plus sign, and voil\u00e0! You can create a task by voice, with a photo, or using a template. This is super handy \u2014give it a shot!<\/li>\n\n\n\n<li>We&#8217;ve included a nifty pop-up for Android users to help you manage your notifications. It&#8217;ll appear if you accidentally turn off notifications in your phone settings.<\/li>\n\n\n\n<li>Of course, we&#8217;ve ironed out some bugs and polished things up to improve your app experience.<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">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\/yM\/myJnrg.png\" alt=\"\"\/><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Throughout November, 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":"yes","footnotes":""},"categories":[8],"tags":[458,170,430,226,314],"class_list":["post-6308","post","type-post","status-publish","format-standard","hentry","category-news","tag-fields","tag-knowledge-base","tag-objects","tag-planfix-mobile-app","tag-tasks"],"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 November 2024. 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