Planhat

Developer Hub

Dojo

Carly Hammond

Josefine Thoren

Justine Rens

An intro to upgraded Planhat (ws.planhat.com), training and setup guides

Getting started

Julia Sommarlund

Learn how Planhat's AI functionality can increase your efficiency

Christian Dreyer

How to sync data and automatically act on data via the App Center

Automations and Integrations

How to set up Portals - collaborative hubs for you and your customers/prospects

Portals

Projects and Sequences for automated tasks and emails

Workflows (Playbooks)

Alexander Käll

System Reports, Licenses, Sales and currencies

Revenue

Built-in features of upgraded Planhat in the top gray bar or in the top left of your Home

Global Tools and Home features

What Pages are, how to design them and how to organize them

Content - Pages etc.

Niklas

Dehja Smith

How to sync your email and calendar, and other email tips

Email and calendar

Planhat data models, calculated metrics and more

Data - CRM and time-series

Specialist features for Professional Services etc.

Service Delivery (PSA)

Miscellaneous

Find answers and get help from Intercom Support and Community Experts

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