{"id":7914,"date":"2025-07-02T10:05:08","date_gmt":"2025-07-02T08:05:08","guid":{"rendered":"https:\/\/planfix.com\/blog\/?p=7914"},"modified":"2025-07-31T16:23:14","modified_gmt":"2025-07-31T14:23:14","slug":"whats-new-in-planfix-june-2025","status":"publish","type":"post","link":"https:\/\/planfix.com\/blog\/news\/whats-new-in-planfix-june-2025\/","title":{"rendered":"What\u2019s New in Planfix: June 2025"},"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<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\/hl\/7oetyT.jpg\" alt=\"\"\/><\/figure>\n<\/div>\n\n\n<p>Throughout June, 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\">Print or Export Whiteboards in One Click<\/h2>\n\n\n\n<p>You can now effortlessly print your diagrams or save them as images. Want to showcase a <a href=\"https:\/\/planfix.com\/features\/whiteboard\/\" target=\"_blank\" rel=\"noopener\" title=\"\">whiteboard<\/a> to your colleagues or add some flair to the sales department wall? Just hit &#8220;<strong>Print<\/strong>,&#8221; and you&#8217;re all set!<\/p>\n\n\n\n<p>Need to insert a diagram into a presentation to wow the team at a meeting? Choose &#8220;<strong>Export as Image.<\/strong>&#8220;<\/p>\n\n\n\n<p>No more taking screenshots with massive zoom and wrestling with pixelation issues. It&#8217;s easier and more convenient now!<\/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\/9r\/eIZcKC.png\" alt=\"Whiteboard in Planfix\" title=\"Whiteboard | Planfix\"\/><\/figure>\n<\/div>\n\n\n<h2 class=\"wp-block-heading\">Vertical Main Menu<\/h2>\n\n\n\n<p>You can now switch to a vertical main menu!<\/p>\n\n\n\n<p>Here&#8217;s how to make the switch: Head to your Employee card, then go to Settings \u2192 Appearance \u2192 Main menu view. From there, pick the version you like best!<\/p>\n\n\n\n<p>Oh, and by the way, new users will see the vertical menu by default, but if you&#8217;re an existing user, don\u2019t worry \u2014 the horizontal version is still around. No pressure to make an immediate switch! Feel free to give it a shot, and if it\u2019s not your thing, you can always go back.<\/p>\n\n\n\n<p>The new feature is live now, so go ahead and give it a try!<\/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\/ri\/DZwyXA.jpg\" alt=\"Vertical main menu in Planfix\" title=\"Vertical main menu | Planfix\"\/><\/figure>\n<\/div>\n\n\n<h2 class=\"wp-block-heading\">New in Task Filter<\/h2>\n\n\n\n<p>Now you can effortlessly add a field in the task filter within an <a href=\"https:\/\/planfix.com\/blog\/tips\/objects-the-universal-planfix-unit\/\" target=\"_blank\" rel=\"noopener\" title=\"Object\">Object<\/a> with just a click on the <strong>&#8220;plus&#8221;<\/strong> icon.<\/p>\n\n\n\n<p>Here&#8217;s what you can do:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Pick a pre-existing field<\/li>\n\n\n\n<li>Or create a brand-new one right then and there, all without extra clicks. The field gets added to the Object automatically.<\/li>\n<\/ul>\n\n\n\n<p><em>Why does this matter?<\/em><br>It&#8217;s all about setting up your task tables to perfectly fit your business processes\u2014faster and easier than ever!<\/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\/qe\/LfP7oS.jpg\" alt=\"New field in Planfix \" title=\"New field | Planfix \"\/><\/figure>\n<\/div>\n\n\n<h2 class=\"wp-block-heading\">Search Your Custom Scripting Actions Effortlessly<\/h2>\n\n\n\n<p>Just type in the keyword or phrase you need, and the search will quickly find the action you&#8217;re looking for.<\/p>\n\n\n\n<p>If this update leaves you scratching your head a bit, here\u2019s a quick rundown.<\/p>\n\n\n\n<p>Custom scripting actions in Planfix are handy tools that let you streamline repetitive tasks from scripts. Think of them as reusable components that you set up once and deploy anywhere across your workflows. You can find them by navigating to Account management \u2014 System directories \u2014 Custom <a href=\"https:\/\/planfix.com\/features\/task-scripts\/\" target=\"_blank\" rel=\"noopener\" title=\"\">scripting actions<\/a>.<\/p>\n\n\n\n<p>So go ahead, search away, set things up, and make the most of it! And stay tuned \u2014 more exciting updates are on the way to enhance your experience.<\/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\/Wa\/NsLAPi.jpg\" alt=\"Directories in Planfix\" title=\"Directories | Planfix\"\/><\/figure>\n<\/div>\n\n\n<h2 class=\"wp-block-heading\">New Videos<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">Invoices <\/h3>\n\n\n\n<figure class=\"wp-block-embed aligncenter 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=\"Invoices | Ready-made solutions from Planfix\" width=\"720\" height=\"405\" data-lazy=\"true\" data-src=\"https:\/\/www.youtube.com\/embed\/I_bdnwROr08?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 class=\"wp-block-heading\">Planner: managing overdue tasks in Planfix <\/h3>\n\n\n\n<figure class=\"wp-block-embed aligncenter 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: managing overdue tasks in Planfix | Step-by-step Guides\" width=\"720\" height=\"405\" data-lazy=\"true\" data-src=\"https:\/\/www.youtube.com\/embed\/D6aU5ETTfCM?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 class=\"wp-block-heading\">Planfix Chronicle <\/h3>\n\n\n\n<figure class=\"wp-block-embed aligncenter 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 Chronicle: Your go-to way to stay on top of everything | Planfix for Beginners\" width=\"720\" height=\"405\" data-lazy=\"true\" data-src=\"https:\/\/www.youtube.com\/embed\/BrUj2TO0JiM?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","protected":false},"excerpt":{"rendered":"<p>Throughout June, 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":[174,86,458,430,244],"class_list":["post-7914","post","type-post","status-publish","format-standard","hentry","category-news","tag-directories","tag-export","tag-fields","tag-objects","tag-whiteboard"],"acf":[],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/planfix.com\/blog\/wp-json\/wp\/v2\/posts\/7914","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=7914"}],"version-history":[{"count":14,"href":"https:\/\/planfix.com\/blog\/wp-json\/wp\/v2\/posts\/7914\/revisions"}],"predecessor-version":[{"id":8170,"href":"https:\/\/planfix.com\/blog\/wp-json\/wp\/v2\/posts\/7914\/revisions\/8170"}],"wp:attachment":[{"href":"https:\/\/planfix.com\/blog\/wp-json\/wp\/v2\/media?parent=7914"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/planfix.com\/blog\/wp-json\/wp\/v2\/categories?post=7914"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/planfix.com\/blog\/wp-json\/wp\/v2\/tags?post=7914"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}