Planfix

https://planfix.com
https://www.linkedin.com/company/planfix/

Planfix is a privately owned company headquartered in the US. Founded in 2019, it employs approximately 20 individuals and specializes in IT Services and IT Consulting. The company provides a platform for creating Enterprise Management Systems.

Revenue

Founded

2019

Headcount

Headquarters

United States

Primary Segment

IT Services and IT Consulting

Ownership

Privately Owned

News Summary:

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Oct

6th

2026

00:34

How to Manage Task Deadlines and Duration in Planfix

Task deadlines are where plans quietly fall apart: the assignee remembers a different date, and nobody notices until the work is late. Planfix keeps the deadline inside the task itself, so online task management comes with a date everyone involved can see, a duration the system counts for you, and a choice between calendar days and working days.

Planfix

Oct

6th

2026

00:10

B2B Tag

Task Tags and Labels in Planfix: Filter Tasks Faster

Task tags and labels in Planfix turn a flat list of assignments into categories you can filter in one click. In Planfix, any field can work as a tag: a personal icon keeps your own priorities in view, while a shared label shows the whole team which category a task belongs to.

Planfix

Oct

6th

2026

00:08

How to Make Reports More Informative in Planfix

Reports become more informative the moment you decide what question the table should answer, before you add a single column. Reports in Planfix show the data your team already enters in tasks, projects, contacts and data tags, so the difference between a wall of rows and a clear answer is the setup: the object, the filter, the columns, the grouping and the formulas.

Planfix

Oct

6th

2026

00:08

B2B Tag

Task Chat: Keep Work Conversations Out of Messengers

The task chat is the simplest alternative to personal chats for work: you discuss the job inside the task it belongs to, and nobody has to re-explain the context later. Messengers scatter messages, files and decisions across threads you cannot search when you need them, while chat directly in a Planfix task keeps the history where the work is.

Planfix

Oct

6th

2026

00:08

B2B Tag

How to Import and Export Contacts in Planfix

Importing and exporting contacts in Planfix takes a prepared file and a few clicks, so a client base moves in or out without retyping. The risk is duplicates on the way in and missing fields on the way out.

Planfix

Oct

6th

2026

00:08

B2B Tag

How to Stop Forgetting Tasks at Work with Reminders

To stop forgetting tasks at work, stop storing them in chats. Requests arrive in group chats, messenger threads and email, get buried under newer messages, and end up with no owner and no deadline. This one-minute video shows the Planfix answer: move the work into a task, then let a reminder bring it back to you at the right moment instead of relying on memory.

Planfix

Oct

6th

2026

00:08

B2B Tag

How to Collect Confirmations from Every Employee in Planfix

To collect confirmations from employees without chasing them down in messengers and email, put the question in one task and give every person their own checklist item. Only that person can check their own box, so the checklist becomes a live list of who has already confirmed and who has not.

Planfix

Oct

5th

2026

23:42

B2B Tag

A Practical Approach To Managing Business Processes In One System

Business processes become harder to control when sales, projects, internal requests, and support rely on separate tools. A unified platform such as Planfix gives teams one workspace where data can move between connected processes instead of requiring repeated manual transfers.

Geek Vibes Nation

Oct

2nd

2026

20:57

How to Automate Commercial Proposals and Deal Numbering

To automate commercial proposals, let the system assemble the document from the data you have already entered instead of retyping a price list into Word. Document templates in Planfix pull values from tasks, projects, contacts and data tags into a ready file, so a deal on your board becomes a numbered proposal in one click.

Planfix

Oct

2nd

2026

09:20

B2B Tag, Product Updates

Planfix Updates and Fixes in August - September 2026

Throughout August and September, the Planfix team was fine-tuning the system. We’re excited to announce a host of fixes designed to increase efficiency and improve user experience. Stay tuned for the latest updates! Planfix Mobile App 0.72 is live for iOS & Android Here’s what’s new: Dark Mode is here! Yep, you can now switch to a dark theme and give your eyes a break.

Planfix

Oct

1st

2026

21:04

B2B Tag

How to Break Down a Large Task into Subtasks in Planfix

Breaking down a large task into subtasks is the fastest way to restore order when a job is too big to start and the team loses track of what is left. Checklists in Planfix let you do it inside the task itself: list the steps as items, then turn any item that grows into real work into a subtask.

Planfix

Oct

1st

2026

18:57

B2B Tag

How to Manage Tasks from Your Phone with the Planfix App

You can manage tasks from your phone whenever an idea arrives before you get back to your laptop. The Planfix mobile app lets you capture that idea from the Plus button, dictate it by voice, turn it into a task for a colleague, and then check what the team has done in the Chronicle.

Planfix

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