Planfix

Planfix is designed for people who need more. More flexibility. More customization. More new capabilities.

[Planfix @planfix]

We have summarized crucial Planfix updates of May 2026.

Read what's new on the platform in our blog: https://t.co/zAFJTipg2N

#blog #update

[Planfix @planfix]

Our AI Dataminer Just Got Smarter: Now Reads Inside Word and Excel Files 🤖

Previously, our AI dataminer could only read task texts and comments – including images and PDFs. But now, it’s leveled up and can look inside Word and Excel documents.

If you upload a .doc, .docx, .xls, or .xlsx file to a task, the dataminer will seamlessly process its content along with the rest of the info.

So, say goodbye to manually copying numbers and text from commercial proposals, price lists in spreadsheets, contracts, or reports. The agent will pull what it needs straight from the attachment and factor it into its analysis.

#planfix #documents #Planfix_AI

[Planfix @planfix]

We Made Main Menu Setup Way Easier!

Now, when you add a section to the main menu, there’s a little dropdown icon right next to its name. Click it, and a window pops up where you can pick exactly what you want – like a specific task filter, for example. This way, you can build out your entire main menu without ever leaving the settings.

#planfix #usability #interface

[Planfix @planfix]

Hourly Data Tags in Calendar Are Now Even More Convenient 🗓

Switch your calendar to “Day” view, and you’ll see multiple team members’ data laid out in separate columns. It’s a breeze to scan and compare. Now, with a glance, you can spot open slots for new clients, see who’s swamped, and who could use a breather.

#planfix #calendar #usability #datatags

[Planfix @planfix]

Now It’s Super Easy to See Which Teammates Are Out on Vacation 🐳

We’ve added a special icon right next to the name of anyone who’s currently taking time off – and you’ll spot it right when you’re creating a task. That way, you instantly know that this colleague is away.

It helps you quickly decide whether to reassign the task or pick a better deadline. And stay tuned – we’re planning to show this icon in more places across Planfix soon, wherever you connect with your coworkers during your workflow.

#planfix #tasks #employees #usability

[Planfix @planfix]

🔐 How secure is your business data?

The Planfix Security System helps protect customer records, financial data, documents, and team communication with access control, activity logs, encryption, and AI protection.

This means fewer access mistakes, better visibility into user activity, and safer work with sensitive information as teams grow.

In our latest article, we explain how built-in security features help companies protect data and manage access with confidence 👉
https://t.co/u4z5LWca8M

#Planfix #DataSecurity #AccessControl #BusinessSecurity #CRM

[Planfix @planfix]

📊 Key business metrics – now directly inside your Planner.

We’ve added a new Widget list type in Planfix, helping teams track workloads, urgent tasks, budgets, and other important numbers without switching between reports and dashboards.

Choose between quick KPI views or visual charts, pull live data automatically from Planfix, or add custom metrics manually – all in one workspace where your team already works every day.

💡 Faster visibility, quicker decisions, and better control over daily operations.

Learn how the new Widget type works in our latest blog post 👉 https://t.co/F3gmP4ELxh

#Planfix #BusinessManagement #WorkflowAutomation #Productivity #Dashboards #ProjectManagement

[Planfix @planfix]

New in the Facebook integration: Utility Templates!

These are Facebook-approved message templates that Planfix’s scripts can send to your clients anytime – even outside the usual 24-hour messaging window.

You create these templates right in the template manager (the button in the integration settings), submit them to Facebook for approval, and once approved, you can plug them into your message-sending scripts in Messenger.

Learn more about working with Utility templates in the help section: https://t.co/2sxaJdLRYd

#planfix #integrations #usability

[Planfix @planfix]

We’ve added a quick way to create whiteboards!

Now you can whip up a whiteboard in just a couple of clicks - hit the button, generate your whiteboard, copy the link, and attach it right to the task or project you need.

All your whiteboards are automatically organized in a dedicated section in the main menu 📂

We often hear from you that whiteboards aren’t just useful in the Planner but also within projects and tasks. This release is the first step toward that. More convenient stuff coming soon 😊

#mind_map #planfix #whiteboard #usability

[Planfix @planfix]

🚀 What effective project management looks like in 2026?

Our updated guide explores what effective project management looks like in 2026 by comparing leading project management platforms to help you find software that keeps work organized, improves team collaboration, and supports business growth.

Explore the full list, compare key features, and choose the right solution for your team in our latest blog post:

👉 https://t.co/Yi0vY3eeve

#ProjectManagement #Productivity #WorkflowManagement #BusinessTools #Teamwork #Planfix

[Planfix @planfix]

Now you’re totally in control of what happens when you upload a new version of a file 😊

There’s a clear, easy-to-find option in your account settings that lets you decide what happens to the previous file version whenever you upload a new one. It works the same way every time - whether you’re uploading through the interface, editing online, or updating the file via API.

Just pick your preferred option once in the settings, and from then on, new versions will upload exactly how you want - no matter who does it or how! 🚀

#planfix #files #usability

[Planfix @planfix]

🚀 Find the CRM That Helps Your Business Grow in 2026

We’ve updated our CRM guide to include the most relevant CRM software tools and systems businesses are using today – from flexible all-in-one platforms to specialized solutions for sales, marketing, and customer service.

💡 Compare top CRM options, explore key features, and find the system that fits your team’s workflow and growth goals: https://t.co/XY75DOo3jP

#CRM #CRMSoftware #SalesAutomation #CustomerManagement #BusinessAutomation #Planfix

[Planfix @planfix]

We’ve revamped the date picker in tasks! 😊

What’s new?

✅ The window is now more compact and clean.

✅ By default, only the Due Date shows up — because, let’s be honest, that’s what you usually need. The Start Date and Duration fields are tucked away under the gear icon, and you can enable them whenever you need.

✅ Time selection got a makeover too: instead of a clock dial, you get a dropdown where you can type the exact time right from your keyboard.

We carefully watched how you use date picking and noticed that the Due Date is the star of the show most of the time. Before, the Start Date and Duration fields were all visible, so folks filled them out just because they were there. Now, they won’t distract you unless you actually need them.

We know real-world tasks can throw curveballs, so we’re all ears for your feedback. Tell us what’s working smoother and faster — and what’s still a pain or slowing you down!

#planfix #working_time #tasks #usability

[Planfix @planfix]

We’re pleased to share some news with you 👋

Planfix has been recognized as a Spring 2026 Leader in the Project Management Software category on SourceForge.

This recognition is based entirely on real user feedback and places Planfix among the top 5% of most highly rated products out of 100,000+ solutions.

💡 Thank you for your trust – your feedback helps us improve Planfix every day.

👉 https://t.co/B4z8vUJ659

#Planfix #ProjectManagement #Spring2026 #WorkflowAutomation #BusinessTools

[Planfix @planfix]

Key Planfix updates of April 2026

Discover what's new on the platform, which new features have been added, and how the system has improved: https://t.co/RwKJUrSBY7

#blog #update

[Planfix @planfix]

Is your business ready for AI as a core model – not just a tool?

Our CEO shares a new @Forbes Councils article on a shift that’s already reshaping how businesses operate: AI is moving from a tool to a core part of the business model.

When AI is embedded into workflows and decision-making, companies move faster, scale more easily, and reduce manual work.

The real question today isn’t whether you use AI – but how deeply it’s integrated into your operations.

Check out the Forbes Councils article to see what this means in practice: https://t.co/2jLhLVpuLr

#AI #BusinessTransformation #SaaS #FutureOfWork #Innovation