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Organizing content: Pages, Sections and Libraries
Organizing content: Pages, Sections and Libraries

Learn about the structure/hierarchy of content in upgraded Planhat (ws.planhat.com): Pages, Sections (including Views) and Libraries

Carly Hammond avatar
Written by Carly Hammond
Updated over a week ago

Summary

  • The foundational building block in upgraded Planhat is the "Page"

    • Pages can be Documents, Dashboards, Data Tables, Inboxes, and more

  • Pages are organized into Sections

    • Sections may be focused on a department (e.g. Sales), job role (e.g. Leadership) or a general process/theme (e.g. Key Initiatives)

    • Within Sections, Pages are further organized into Views, within which they are arranged as tabs horizontally across the screen

  • Sections can be part of Libraries

    • Libraries are a way for Planhat Admins (e.g. CS Ops) to organize content

    • General Planhat users can also identify that this is verified (approved/recommended) content

Who is this article for?

  • All Planhat users

Article contents

Introduction

Once you've compiled all your customer/prospect data in Planhat, how do you make sense of it? It needs to be organized so you can gain insights and take appropriate action - and fortunately, this is easy to do in Planhat.

In this article, we'll define the key terms when it comes to structuring content in upgraded Planhat (ws.planhat.com). The hierarchy is:

  • Page

    • The basic "building block"

    • Each Page is a way to display and interact with data

    • Pages can be Documents, Presentations, Grouped Lists, Data Tables, Inboxes, Dashboards, or a number of other types

  • Section

    • A way to group Pages together, via a common theme - a bit like a folder

    • They are typically organized further with Views inside. Each View consists of tabbed Pages

    • For example, you could have a Section for "Customer Segments", containing an "Enterprise" View and a "Mid-Market" View, and so on

  • Library

    • Planhat Admins (e.g. CS Ops) can organise Sections into Libraries

    • You could have a Library for "Sales Content", for instance

    • Content within Libraries is "verified" - useful for general Planhat users, as they can easily identify what is recommended

📌 Important to note

If you've used the older version of Planhat (app.planhat.com), you'll be familiar with Presentation and Canvas Pages to visualize data - but in upgraded Planhat (ws.planhat.com) there are many more Page types for a wide variety of scenarios.

Pages

Pages are the foundation - the fundamental building block - of content in upgraded Planhat.

Each Page displays data in a particular general format based on the Page type:

  • You can create Pages that are:

    • Document - an advanced word processor

    • Presentation - a slide deck with live data charts and more

    • Dashboard - an insightful and professional looking report, with charts etc.

    • Data Table - an interactive spreadsheet

    • Grouped List - like Data Table but with rows grouped into categories

    • Board - a kanban view where records are cards that you can drag and drop

    • Inbox - view your customer correspondence, e.g. emails and/or tickets

    • Workflow 360 - display a single Workflow

  • You can also insert pre-existing Pages:

    • System Reports - a series of specially configured revenue reports:

      • Revenue Base

      • Renewal Rate

      • Renewals

      • Bookings

      • Invoices

    • Add Existing Page - add a Page created elsewhere in your Planhat tenant

    • Browse Planhat Global Templates - add a Page created by Planhat, and use it as-is or customize it

To learn more about all these options - including screenshots and use cases - check out our article on Page types here. That article also links to more in-depth articles on each Page type for even more info!

It's important to note that within the different Page types, you have a great deal of flexibility, so you can customize them to suit you and your team.

Pages are also highly interactive - so they are where you will be actually carrying out a lot of your work within Planhat, rather than just looking at the data.

Sections

In upgraded Planhat, Pages are organized into Sections, generally based on either:

  • Department/position (e.g. Customer Success, or Leadership)

  • Topic/project (e.g. Onboarding, or Advocacy)

Some example Sections are shown below. As you can see, your Sections are located in the gray column on the left-hand side, within your "Home". If you've navigated away from Home and can no longer see your Sections, simply click on the Home button to get back to them.

Sections are a key way to structure your Pages, both from a "top-down" perspective (designed by Admins / CS Ops within your organization) and a "bottom-up" perspective (designed by you as a general Planhat user).

Sections can be pinned or recommended by Admins to Planhat users based on Home Templates. Plus, you can create private Sections, just for you.

Views

Within Sections, Pages can be organized into Views.

The screenshot below shows an example of a View, annotated in green. Under the Sections list on the left-hand side, you can see the View name - in this case, "Advocacy". On the right-hand side you can see the View itself: it comprises Pages arranged horizontally as tabs.

Views are an extra layer of structure inside the main category of the Section. In the example above, there is a Section for "Key initiatives", and within that are Views for different key initiatives, such as "Advocacy". Within the "Advocacy" View, you can see Pages all related to Advocacy - a "Nurture Journey" Board Page, an "NPS Results" Data Table, and a "References" Grouped List.

Libraries

Libraries serve two purposes:

  1. They are the next level of structure: Page --> View --> Section --> Library

    • They are a way for Admins / CS Ops in your organization to group content (Sections) around key themes - so, for example, you could have "Portal Content", "Sales Content", "CS Content", "Finance", "Leadership" and so on

    • Libraries are a way for you to manage content from a "top down" perspective

  2. Because content in Libraries is created and recommended by your Admins / CS Ops, it's considered "verified" content - designed and approved for your business

    • From a general user perspective, this is really useful, as you can identify which Sections/Pages you should use

    • Other content that hasn't been approved in this way is still available to you - e.g. a private Section you have created for yourself, or a Page that your teammate has created and shared with you

You can access Libraries from two different places within your Planhat tenant, corresponding to the two different angles described above:

  • If you are a Planhat Admin / CS Ops person, you can create and manage Libraries from the Global Tools menu in the top gray bar, either from its pinned logo/button or from the ellipsis

    • You can read more about Global Tools for Admins here

  • For general Planhat users, you can look at - and add content from - Libraries from within "Content Explorer", which you can access via clicking "Explore Content" at the very bottom of Home (shown in the first screenshot below)

    • As well as navigating directly to the Library content via the section in the middle (annotated below), you will also see that the Sections/Pages that are in Libraries are labelled with a "verified" blue tick (shown in the second screenshot below)

    • You'll be able to read more about Content Explorer in a separate article, which will be available in future

Click the image to view it enlarged

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