Getting started
An intro to upgraded Planhat (ws.planhat.com), training and setup guides
Global Tools and Home features
Built-in features of upgraded Planhat in the top gray bar or in the top left of your Home
Automations and Integrations
How to sync data and automatically act on data via the App Center
Content - Pages etc.
What Pages are, how to design them and how to organize them
Email and calendar
How to sync your email and calendar, and other email tips
Data - CRM and time-series
Planhat data models, calculated metrics and more
Workflows (Playbooks)
Design and apply Projects and Sequences
Miscellaneous
Health Scores, AI, Notifications, and much more!
Service Delivery
Specialist features for Professional Services etc.