Planfix @planfix

Hey there! Have you been working on automating your Planfix directories? Then we have great news for you. We've introduced a new action to our automation scripts: "Create a directory entry." Now you can save API for something else because this feature has got you covered.

Hey folks! 🚀 So, have you tried working with the new task creation form? How do you find it? It's time to get used to another new feature in Planfix — Objects. Check out our latest blog post for all the details on these game-changing updates: planfix.com/blog/tips/obje…

Hey there, We're excited to announce that we've integrated Crisp Chat with Planfix. This new feature allows your team to seamlessly link the chat function on your website with our comprehensive business management system. For setup instructions: planfix.com/help/Crisp #planfix

❗️ Big news for Planfix Whiteboard: We've added versioning! Now, you can revert to a previous version with just a click of a button. Our chart with the old data will be displayed next to the current version. Cool, right? #mind_map #interface #planfix

Dive into the world of project management methodologies with Planfix! 🚀 Explore our latest blog post for an overview and find the perfect methodology for your projects! planfix.com/blog/industry-… #ProjectManagement #Methodologies #PlanfixTools

Hey there! News is coming your way! The "My actions" section has been given a new name and is now called "Comments." We've also added three new tabs to keep everything organized – "Outgoing," "Incoming," and "My Actions." #interface #planfix #usability

Hey there! We are continuing to improve the design of Planfix even more — just dropped some cool new colors into the planner. #interface #planner #planfix

Key Planfix updates of March 2024. Discover what's new on the platform, which new features have been added, and how the system has improved: planfix.com/blog/news/what… #blog

Did you know that Telegram groups have "Topics"? Now, for each "Topic" in a Telegram group, you can link a separate task in Planfix. It is important to understand that from now on, messages from other "Topics" will no longer be added to the task previously linked to the group.

Hey folks! In the whiteboard, links to tasks, projects, contacts, and directory entries are now automatically replaced by their actual names. Additionally, Planfix is now able to recognize all other links (both internal and external) and make them clickable.

📌 Introducing our latest feature: a special icon when adding reminders from the Timeline. This clever little button copies the text from the latest comment and pastes it right into your reminder text field. Curious to see it in action? Check this out: s.pfx.so/pf/ij/XW4p4C.g…

Another corner of Planfix got an upgrade ⬆️ Say goodbye to the clunky "laundry list" of user settings — it's a thing of the past. Now it's all about sleekness and beauty. Open your personal card and dive into the settings to see the change for yourself. #interface #planfix

🚀 From planning to building customer relationships and enhancing business processes, Planfix automates and simplifies it all! Learn more how Planfix can revolutionize your document creation process and make your business operations more efficient: planfix.com/blog/tips/busi…

📎 We split the "Attach..." field into individual fields, just like in the old version. Now, you can add, hide, or move these fields individually to more visible places, giving you much more control over customizing your task creation form. #interface #planfix #usability

📈We've made switching between comments and fields in chat more apparent for Planfix users. We've also updated how files and other objects are added to tasks. The paperclip is now only there for files. Everything else goes via the "plus."

Discover why CRM is essential for enterprise success! Our article breaks down how CRM improves customer loyalty and gives a competitive edge. Join us on this journey to understand the transformative power of CRM for organizations: planfix.com/blog/industry-… #CRM #Enterprise

Now when you select a contact with the "email" sending channel in Planfix, you'll see fields like From / To / Subject, just like in regular email. This change will primarily affect new accounts, where this display will be enabled by default. #contacts #planfix #usability

Hey there! Ready to supercharge your project management experience? Discover the new and improved task creation form in Planfix. Simplified field placement and easier template customization await you. Check out our blog post for all the details: planfix.com/blog/tips/evol…

🔐The "Access by IP" page in the account security settings has been redesigned. This feature allows you to control where and who can access your account. You can read more about this here: planfix.com/help/Restricti… #security #interface #planfix

3 new features in the task form: 1. Now, you can switch between the Object and task template from the header. 2. A new gear icon has been added so administrators can quickly access Object or template settings. 3. The text editor panel in "Description" has been moved downward.