The "App Center" is one of the Global Tools for Planhat builders/admins

It's where you manage Automations and Integrations (and Connections)

With Integrations (and Connections) you can connect Planhat to external software, such as CRM systems, AI platforms, Support tools, and so on. You configure the sync of data to/from Planhat

Automations are one of the ways you can automatically act in response to data changes in Planhat, with the general format of "if x happens, do y"

Here we are referring specifically to the Planhat feature called "Automations", rather than the general concept of automation

Automations are one of the features in Planhat that you can use for automating actions - for increased productivity, efficiency and scalability etc.

Automations follow the general structure of "when x happens, do y" - but can be more advanced than that phrase may suggest, with branching/conditions, wait steps, webhooks and function executions

Planhat includes an extensive library of Automation Templates, which are simple to use and pre-configured to save you time, yet can be tailored to your specific needs

You can also build Custom Automations, using a flowchart UI, with almost infinite possibilities

You configure Automations in the App Center in upgraded Planhat

"Board" is a type of Page in Planhat

With Board Pages, you can display your data in a kanban-style format, with individual records (e.g. Opportunities) showing as cards in columns

You can drag and drop cards between columns - e.g. move Opportunities between Sales Stages

Calculated Metrics are a form of time-series data in Planhat

While there are different types of raw time-series data (e.g. User Activities), you can build Calculated Metrics on top of these, combining time-series data, field data and mathematical operators to perform calculations

This data transformation enables you to achieve greater insights, tracking trends and identifying anomalies etc., without needing to ask your dev team to perform the required data transformations

Calculated Metrics can then be used in various places, such as Health Scores

"Churn" is a general concept in Customer Success - it refers to customers who cancel / subscriptions that are cancelled

In Planhat, there is a specific model for churn. The "Churn" model helps you track lost customers/subscriptions and the reasons for churn. Analyzing Churn data helps you identify patterns and take action to reduce future churn

There are actually two types of "Cohort Charts": Cohort Bar Chart and Cohort Line Chart. These are types of "widgets" you can use when building Dashboard and Presentation Pages

Cohort Charts are part of the Trend Charts category, meaning they display data over time (rather than simply the current snapshot of data)

Cohort Charts are special in that they can take data that's not inherently time-series (i.e. field data), and convert it into a form of time-series data. To do this, you choose a suitable date field to plot the time axis

It's even possible to use these charts for forecasting - e.g. use a Cohort Bar to view Licenses by status, plotted by end dates (using a negative offset, as shown in the screenshot below)

"Company" is the Planhat model that represents businesses and other organizations that are your customers or prospects etc. - similar to the "Account object" you may be familiar with from other tools

Company is the parent model in the Planhat data structure - almost all other models have a relationship to the Company (e.g. each End User belongs to a Company)

You can create Company parent/child relationships (i.e. group structures) (e.g. there could be a global "Coca-Cola" parent Company, and then "Coca-Cola Germany" and "Coca-Cola France" as child Companies)

"Connections" are a specific way you can connect to an external application within the App Center - the other being the standard Integrations (such as Integrations for Salesforce, HubSpot, Intercom and so on). Connections may be considered a subset of Integrations

Connections are typically used to connect to AI providers / LLMs

It's possible to set up a fully custom Connection

"Content Explorer" is a feature you will find within your Home in upgraded Planhat (ws.planhat.com)

In Content Explorer, you can view the Pages and Sections within your Planhat tenant, and choose which of them to add to your Home

"Verified content" is organized into Libraries by your Planhat admin(s)

You can also view and add content (Templates) created by Planhat

Each Planhat User therefore doesn't need to create everything from scratch, and doesn't have their Home swamped with lots of content that isn't relevant to them

"Content Manager" (previously called simply "Content") is one of the Global Tools for Planhat builders/admins

It consists of 3 parts:

Note that there is also a workflow permission called "Content Manager" that you can use in Roles to control access to this Global Tool

"Conversation" is a Planhat data model that's used to record your interactions with customers (and prospects) - that could be via emails, chats, meetings, and so on. You may also hear these referred to as "logged activities"

Each Conversation record has an associated "Type" - this could either be system (standard/default) Type such as "chat" (synced in via the Intercom integration), or a Custom Conversation Type that you design for your Planhat tenant, such as "Training Session"

In upgraded Planhat (ws.planhat.com) you configure Custom Conversation Types in the "Data Model" Global Tool - it's considered a specialist field on the Conversation model

These Types are great for tracking, filtering and analysis, as well as providing instructions via templates

A "Create Form" is the modal that pops up when you are manually adding a record to Planhat, i.e. creating a record. A record is a Company, an End User, a Licence, an Opportunity, and so on

You can customize the Create Form for each model (e.g. for Company) in the "Data Model" Global Tool (formerly called the "Data" Global Tool), in the "Profile" tab

"CSM Score" (short for "Customer Success Manager Score" is a system (default/standard) field on the Company model

It is a manual score/rating that you and your team can set, to indicate the status of the relationship. It's a quick and simple way that the Company Owner (or other Planhat User) can record customer sentiment - e.g. whether they seem happy or unhappy with your product in meetings

"Custom Metric" is a type of custom raw time-series data

Although "User Activity" is a type of custom raw time-series data too, a User Activity correspond to an event - an action carried out by an End User ...

...whereas Custom Metrics are used for other numerical data to track over time, such as "megabytes of storage used", or "number of surveys sent"

Custom Metrics are most commonly associated with the Company model, but they can also be associated with End User, Project or Asset

They are typically transformed in Calculated Metrics - e.g. if you have a Custom Metric that's "number of Licenses assigned" for a Company, you could create a Calculated Metric that's "percentage of available Licenses assigned"

"Dashboard" is a type of Page that, like Presentations, enables you to visualize, analyze and present your data using dashboarding/reports - design displays of charts for your team or your customers

A Dashboard is an infinite scroll (as opposed to Presentations, which consist of slides)

In a Dashboard, widgets (charts etc.) snap to a grid for easy alignment

Dashboards are the updated, advanced version of the Canvas Page type that you may be familiar with from the earlier Planhat platform (app.planhat.com)

"Data Explorer" is one of the Home features available for general Planhat users (as opposed to admins/builders)

Data Explorer is an easy, interactive way you can explore your data to get the information you need (e.g. filtering data), without having to build something permanent in your tenant (e.g. a long-lived Global Filter or Page)

You also create new Metrics here, and can manually add records

In Planhat, data is saved in various "data models" (also called simply "models") - similar to the "objects" you may be familiar with in other tools

For example:

Each model has its own characteristics designed for its use case, such as system (default/standard) fields

The individual instances of data inside those models are called records - e.g. Company records could be Dell, Nestlé or Nissan

You manage data models within the "Data Model" Global Tool (previously simply called the "Data" Global Tool)

"Data model permissions" are a set of related permissions within Roles

"Data Table" is a type of Page in upgraded Planhat (ws.planhat.com)

It's effectively an an interactive spreadsheet

Each Data Table Page is built for a specific data model

You can apply filters, and customize the columns shown and the row sort order

You can apply a grouping to convert the Data Table Page into a "Grouped List" Page

See "Slicer"

"Date Time", also sometimes referred to as "DateTime", is a type of field in Planhat

When populating a field of type Date Time (or referring to it in a filter), you select a time as well as a date, as the name indicates

This is in contrast to Date fields, which only have a date component, without a time

You can read about the differences and consequences of this here

"Email Automation Provider" is the newer name for the functionality previously called "Transactional Emails"

Using this, emails are sent via SendGrid (either from @planhatbot.com domain or your own domain), rather than your personal email client

It's used for sending high volumes of emails - e.g. an announcement or newsletter - as opposed to personal/manual emails you send to a small number of people

"Email Manager" is one of the features you can find in your Home, in the top right of your Planhat tenant

It's where you can see your draft emails, view emails scheduled to be sent, see and deal with outgoing emails that have encountered an issue, and also review unassigned emails. If you're using Sendouts, you can also get an overview of them here

Note that the other place where you typically view and interact with emails is Inbox Pages

"End User" is the Planhat model that represents individual people that are your customers or prospects - similar to the "Contact object" you may be familiar with from other tools

This is in contrast to the "User" model that represents you and your colleagues - i.e. users of Planhat

"External ID" (sometimes shown as "ExternalId" or "externalId") is a system (standard/default) field that you will find on models

It is one of the three types of unique IDs that can be used to identify records (e.g. Companies and End Users), the others being "Source ID" and "Planhat ID"

"External ID" is typically used for the the ID in your own product/system

"Face/Off" is a special chart (widget) type within Planhat, which you can use in Dashboard and Presentation Pages

Face/Off Charts are part of the "Trend Charts" category, meaning they display data over time

There are actually 2 types of Face/Off Chart: "Time-line" and "Stacked Bars"

The line variant enables you to compare lines for different filters (e.g. Company Tiers) or properties/fields. You can have overlapping series - e.g. you can have a "Gold Tier" line and an "All Companies" line

The bar variant of the Face/Off is similar to a Stacked Time Series Bar, but bar segments are based on a qualitative field/property rather than a numerical range

Upgraded Planhat has "Federated Search", which means it compiles and searches all sorts of data from across your Planhat tenant. Rather than only being able to search for limited types of items, such as Companies, you can search for more general terms such as "Onboarding", and see related Workspaces, Workflows, Metrics, Pages and more

You can find the Federated Search in the middle of the top gray bar of your Planhat tenant

A "field" is a property on a data model - e.g. if the model is End User, an example of a field is "First Name"

Some fields come as standard in Planhat (system/default fields), and you can also create custom fields

You can manage fields (e.g. create new ones) within the "Data Model" Global Tool

Fields can be used as columns in tables (e.g. Data Explorer or a Data Table Page)

"Rules" is a feature within the "Data Model" ("Data") Global Tool for admins/builders

Each Field Rule is configured on a specific data model (e.g. Company, or Opportunity, etc.), and either locks the data in your chosen fields, or makes it mandatory to have data in them

You choose whether each Rule applies to just Users, or also other "actors" (such as Automations). You can optionally set conditions (either based on fields or User properties) to define when the Rule is enforced

You can even write your own custom message to display in Planhat when a User (you or one of your colleagues) encounters locked or mandatory fields

"Formula Fields" are a type of field

When configuring a Formula Field, you define a formula as described in this separate article, and the data shown in the field on a record is as calculated by that formula

Formulas can range from simple (e.g. number of days between two dates) to more advanced (e.g. rolling the count of one model's records, such as Conversations, up to the Company, including filters - e.g. number of tickets matching specific criteria). You view a selection of examples here

A "Full-Page Profile" is a type of display for an individual record of some models - a particular Company, a particular End User or a particular User

In some cases, you can modify the layout of a Full-Page Profile, making different Templates to apply different circumstances

The other type of Profile (and Profile Template) is a Preview, which is a more condensed way to view an individual record

You can view and configure Full-Page Profile Templates within the "Profile" tab for an applicable model, in the "Data Model" Global Tool (formerly called the "Data" Global Tool)

You may hear a Company Full-Page Profile be referred to as a "Customer 360"

"Filters" are a way to split up and cut down data within a model - e.g. instead of looking at all Companies, you could view only SMB Companies, or only Companies managed by Bob

"Global Filters" are filters that are created and managed centrally, which can then be applied in various places within your Planhat tenant. For example, you could apply a suitable Global Filter when configuring a Page, or you could select one as part of entry/exit criteria for Workflows

You create/manage Global Filters within the "Data Model" Global Tool (i.e. "Data" Global Tool)

A "Global Template" is another name for a Page Template

Global Templates / Page Templates are pre-built Pages that have been configured by Planhat for a variety of topics

You can use our ready-made Page Templates as inspiration, customize them, or use them "out of the box"

"Global Tools" are the Planhat features located in the top gray bar of your Planhat tenant

We most commonly use the term "Global Tools" to refer to features for builders/admins (e.g. CS Ops), such as the App Center and Settings

You may also hear "Global Tools" used to describe features for general Planhat users, such as Federated Search

"Grouped List" is a type of Page in upgraded Planhat (ws.planhat.com)

Grouped Lists are like Data Table Pages, displaying the data for a chosen model in a tabular format, but an additional grouping is applied

In a Grouped List, you group rows into categories, based on a property you select

This can be thought of as a second layer of sorting (in addition to any filter you apply), which helps you easily make sense of large data sets

The example screenshot below shows the groups in different colors (starting with "Customer Advocacy Playbook" in yellow at the top), while the filters are in orange at the top

The Health Score of a Company consists of a number from 0 (indicating that they are likely to be at risk, or are already churned) to 10 (likely to be really happy and successful), with an associated color (red, amber or green). Health Scores update for each Company over time

You configure the rules that calculate the Health Score. Each set of rules is a Health Profile, and is comprised of multiple Health Factors. You can set up different Health Profiles to apply in different scenarios, e.g. one for Companies in the Onboarding Phase, and another for SMB Companies after Onboarding, and so on

In upgraded Planhat (ws.planhat.com), you configure "Health" as a system (standard/default) field on the Company model

You are reading a Help Center article right now!

help.planhat.com is the Help Center for upgraded Planhat (ws.planhat.com)

support.planhat.com is the Help Center for the original Planhat platform (app.planhat.com)

The Help Center contains a wide range of articles informing you about Planhat features - what they are, why they are useful, and how to use them

It's a bit like the instruction manual for Planhat

"Home" is a concept in upgraded Planhat (ws.planhat.com)

It's where you will spend the majority of your time in Planhat as a general user (as opposed to an admin)

It comprises your Home features in the top left - e.g. Content Explorer, Data Explorer, Calendar, Email Manager and so on ...

... and your Sections down the left-hand side - containing Pages, typically organized into Views. Sections can be pinned or recommended to you via Home Templates, shared with / promoted to you, or created by you personally

If you're a Planhat admin, you can use "Home Templates" to configure the Home (the UI) for groups of Users

Here you can:

You manage Home Templates via the "Content Manager" Global Tool

The "How-to Library" contains a wide range of Enablement videos and tutorials to help you learn all about Planhat - these are fantastic resources in addition to the Help Center that you are in right now

"Inbox" is a type of Page in upgraded Planhat (ws.planhat.com)

Inbox Pages are a way to display Conversation data from multiple Companies in one place

"Conversations" includes correspondence such as emails and tickets, as well as other logged activities (including Custom Conversation Types, e.g. "QBR")

Like other Pages, you can easily apply a filter to define what's included (e.g. only show Conversations with EMEA Companies, or only tickets)

Inbox Pages can be useful for a whole team (e.g. Support), in which case make them part of a View in a Section, or alternatively you can create a personal Inbox Page with your own configuration

Compare this with the "Email Manager" Home feature, another place where you can view and interact with emails in upgraded Planhat

"Integrations" are ways in which you can connect Planhat to external tools, and then sync data between the two

For example, there are Integrations for CRM providers (such as Salesforce and HubSpot), Support tools (such as Intercom and Zendesk), analytics/usage data (such as Pendo and Mixpanel), and many more

In upgraded Planhat (ws.planhat.com), Integrations are set up and managed in the App Center

The hierarchy of content in upgraded Planhat (ws.planhat.com) is: Pages are the fundamental building block, and they are organized within (Views in) Sections, which can be grouped into Libraries

Each Library is typically for a department, job role, process or topic

Libraries are created and managed by your admins (as opposed to general Planhat users), and the content they contain is verified (recommended)

You can access Libraries via the Content Explorer

The "Logs Explorer" tracks changes made to records in Planhat

You can drill down into logs to trace exactly what caused an update or creation of a Company, License or any other record throughout the app, as well as where the update originated

You can access the Logs Explorer via the Federated Search box

"Marketing email" is a specific type of email within Planhat

When you are writing an email in Planhat, you will see a "Marketing Email" toggle switch in the top left - select this to convert the email into this specific email type

Marketing emails are sent manually (not via a Workflow) to a group of End Users

Each marketing email (when received) includes "Unsubscribe" and "Manage my preferences" links in the footer

Marketing email data (open rate, click rate and bounce rate etc.) is recorded via a specialist Planhat model called "Sendout"

"Metrics" is term for time-series data - Custom Metrics, Calculated Metrics and User Activities, plus the in-built Metrics such as System Metrics

"A Metric" is therefore one of these - e.g. it could be "Logged In"

See "data model"

"NPS" stands for Net Promoter Score. It's a well-known industry standard way to measure happiness of your customers (whether they are promoters, passives or detractors), based on whether they would recommend your company/product to a colleague or friend

You can create NPS campaigns in Planhat. At time of writing, this is not currently available in upgraded Planhat (ws.planhat.com), where it will ultimately be configured in a Global Tool for admins, but you can still set up and manage your NPS campaigns in the NPS Module in the original Planhat platform (app.planhat.com)

There is also an NPS data model, which you can read about here

The foundational building block in upgraded Planhat (ws.planhat.com) is the "Page". Pages are typically organized into Views/Sections - see here for more about organizing content like this

Pages can be Documents, Dashboards, Data Tables, Inboxes, and many more types - see here for further details

In some cases you can use pre-built templates (called "Page Templates" or "Planhat Global Templates"), or otherwise you and your team can design Pages from scratch

You can browse existing Pages in the Content Explorer

Page Templates (also called Global Templates) are pre-built Pages that have been configured by Planhat for a variety of topics

You can use our ready-made Page Templates as inspiration, customize them, or use them "out of the box"

"Planhat ID" (also known simply as "Id" or "_id") is a system (standard/default) field that you will find on models

It is one of the three types of unique IDs that can be used to identify records (e.g. Companies and End Users), the others being "External ID" and "Source ID"

Records automatically have Planhat IDs assigned, and you can see them in the URL when viewing a record

Portals enable you to share information with a customer Company in a secure, branded environment, ensuring that you and your customer are aligned on key information/processes and the value they are getting from your product

Portals are designed to enable collaboration and transparency with your customers

At time of writing, Portals in upgraded Planhat (ws.planhat.com) are currently under development

"Powertools" are a series of tools available within the "Powertools" tab in the "Data Model" Global Tool (also called the "Data" Global Tool)

The exact Powertools you will see depend on which data model you have selected on the left-hand side (see screenshot below)

One Powertool you will find for multiple models is "Merge Duplicate Records", which you can read about here

"Presentation" is a type of Page that, like Dashboards, enables you to visualize, analyze and present your data using dashboarding/reports - design displays of charts for your team or your customers

Each Presentation Page consists of slides (whereas a Dashboard Page is an infinite scroll)

In Presentations, widgets (charts etc.) can be any size and can overlap, whereas in Dashboard Pages, widgets snap to a grid

A "Preview" is a display of data when you are viewing a single record of a model - e.g. an individual Company, or License, or Asset, and so on

It's a more condensed view than a Full-Page Profile, and is available for more models

Like Full-Page Profiles, you can configure custom layouts for Previews in the "Profile" tab for each model in the "Data Model" ("Data") Global Tool

A "Private App" in upgraded Planhat (ws.planhat.com) is what was called a Service Account in original Planhat (app.planhat.com)

It's a special kind of account that's used by an application, not a person

You use Private Apps to generate and manage API Access Tokens. Applications can then use the API Access Tokens to make authorized API calls to Planhat, when you are working with CRM data (as opposed to the Tenant Token that you use when working with Metric data)

You can define the permissions of each Private App, which sets the scope of its API Access Token - exactly what actions it can be used to carry out

In upgraded Planhat, you create and manage Private Apps within the App Center

The term "Profile" is typically used to refer to a Full-Page Profile, which is a layout of data for a single record (e.g. an individual Company)

Technically, it may also refer to Previews, a more condensed view of a single record, which is available for more models

It's also the name of a tab (for each model) in the "Data Model" Global Tool ("Data" Global Tool), which also includes where you configure Create Forms

"Project" means two distinct things in Planhat

Firstly, "Project" is a type of Workflow (the other Workflow type being Sequence). Projects are designed for project management, displaying tasks in a customizable table

"Project" is also, separately, the name of a data model - one of the few models where you can associate time-series data (Metrics)

A "record" is an instance of a data model - like a row of data in a model, if the model itself is the spreadsheet and columns

It's easier to understand with examples:

"Replacement codes" are dynamic references that are used throughout Custom Automations, and in messages in Templated Automations

Examples of replacement codes are <<object.name>>, <<Step 2.firstName>> and <<time.now>>

Because these replacement codes are dynamic, they can be filled in with different data in different Automation runs - e.g. <<time.today>> could be June 6th 2025 in one Automation run, and 11th November 2025 in another Automation run

Replacement codes can refer to data in the trigger, data in steps, the current date, the person who triggered the Automation, and so on

A "Role" is a group of permissions that can be applied to a group of Planhat Users, similar to a "Profile" or "Permission Set" you may be familiar with from other tools

You (as a Planhat admin) configure Roles within the "Settings" Global Tool

Roles consist of workflow permissions, data model permissions and portfolio permissions

They enable you to simplify the UI for different Users, and improve data security

The shortened term for "Field Rules"

Sections are part of the "content" hierarchy. They are a way of organizing Pages - a bit like a folder. They typically contain Views, to provide an extra layer of structure

Sections commonly correspond to department/position (e.g. a Section for Customer Success, or a Section for Leadership), or topic/project (e.g. a Section for Onboarding, or a Section for Advocacy)

You can see Sections down the left-hand side of upgraded Planhat, in your Home

You can create your own new Sections, or browse existing Sections in Content Explorer

"Sendout" is a specialist data model associated with marketing emails. Each time you send a marketing email (to a group of End Users), the related data is recorded in a Sendout record in Planhat

Sendout records include details of the delivery (such as how many people the email was sent to) and also performance analytics (e.g. how many people opened the email). The Sendout also links to each Conversation record in Planhat, where the individual copies of the email sent to each End User are saved

Using the Sendout model, combined with other Planhat features such as Pages, you can track and analyze the performance of each of your email marketing campaigns, all in one place, enabling insights and improvements

If activated, you'll see a "Sendouts" tab in the Email Manager (shown below)

A "Sequence" is a type of Workflow, where you configure a series of steps, which can activate/deactivate automatically (the other type of Workflow being Projects)

Sequences are designed for automatically sending series of emails, although they can also include tasks

A typical example of a Sequence is emailing an End User to get them to complete a specific action in your product (e.g. log in)

Slicers (also called "Date Slicers") can be used to dynamically filter several widgets (i.e. charts) on the same Dashboard or Presentation Page by date range

They enable you to quickly scroll through data to see how it develops over time, without having to edit widgets individually

Slicers help you to identify any trends, such as improvements or warning signs. They are just one of the ways you can track data changes using Planhat

"Snippets" are sections of text you can bring into planned and logged activities (i.e. both tasks and meeting notes)

Snippets are configured within the "Settings" Global Tool

Once you've saved a Snippet into your library, you can easily summon it whenever you need it, by typing the # symbol

"Source ID" (sometimes shown as "SourcelId" or "sourceId") is a system (standard/default) field that you will find on models

It is one of the three types of unique IDs that can be used to identify records (e.g. Companies and End Users), the others being "External ID" and "Planhat ID"

"Source ID" specifically is typically refers to the ID of the record in an external CRM system, such as the Salesforce ID or the HubSpot ID

"Success Units" are a way to monitor positive and negative signs for Companies, typically referring to their usage/adoption of individual products/features/modules

Success Units have some similarities with Health Scores, in that they are scores applied to Companies, and they typically have red/amber/green coloring ...

... however, each Company can have multiple Success Units, and each Success Unit only measures one thing (as opposed to Health Scores being calculated from multiple criteria). Also, each Success Unit can either be set manually (to TBC, Not Applicable, Potential or On), or be connected up to a Metric and then show any number as appropriate (as opposed to just a 0 to 10 range)

In upgraded Planhat (ws.planhat.com), you configure "Success Units" as a system (standard/default) field on the Company model

In upgraded Planhat (ws.planhat.com), "System Reports" are pre-built specialist Pages for revenue

The available reports (Page types) are: Revenue Base, Renewal Rate, Bookings, Renewals and Invoices. In the earlier version of Planhat (app.planhat.com), you could find these within the Revenue Module

Having these reports as Page types means you can add multiples of the same report to the same View/Section, filtered for different team members, to quickly and easily compare revenue data of different portfolios

A "Team" is an optional way of grouping Planhat Users (you and your colleagues) based on job role (e.g. CSM team) or location (e.g. Australia team), etc.

You can then use Teams when setting portfolio permissions in Roles, or refer to Teams in filters

In upgraded Planhat, you configure Teams within the "Settings" Global Tool

"Team Member" and "Team Members" are field types that refer to the User model - i.e. they refer to you and your colleagues

Your Planhat "tenant" is your organization's copy of Planhat

It is similar to the terms "org", "instance" or "environment" you may be familiar with from other tools

The "Tenant Token", also sometimes referred to as the "Tenant UUID" (Universally Unique Identifier) is a token you use when working with time-series data (Metrics - User Activities and Custom Metrics) over the Planhat API - as opposed to the API tokens you create via Private Apps when you are working with CRM data over the API

In upgraded Planhat (ws.planhat.com), you can find the Tenant Token in the Account Setup section of the "Settings" Global Tool

In upgraded Planhat (ws.planhat.com), you can set your "theme", which basically means choosing between "light mode" and "dark mode"

"Time Entry" is a specialist data model in the Service Delivery package

You log time in Planhat using the Time Entry model. Each Time Entry record corresponds to an amount of hours worked on a specific date

You can link a Time Entry to a record of another model (such as a specific Task or Opportunity)

It's easy to create Time Entry records, either individually or in bulk

"Timesheet" is a specialist data model in the Service Delivery package

"Timesheets" is also the name of a Home feature

The "trigger" of an Automation is what initiates the Automation to run

It could be when a specific event happens in Planhat (e.g. when a Company is created, or when an incoming webhook is received), it could be triggered manually, or it could run on a schedule

"Upgraded Planhat" refers to to the current (most recent) Planhat platform: ws.planhat.com

This is in contrast to the original Planhat platform (app.planhat.com)

"User" is the Planhat model that represents users of Planhat - so that's you and your colleagues - as opposed to users of your own product (which is represented by the End User model

You may also think of this as "Team Member"

"User Activity" is one of the types of raw time-series data, the other being Custom Metric

Despite the name, User Activities refer to End Users (people who are your customers etc.) rather than Users (you and your colleagues)

User Activities correspond to events carried out by individual End Users, e.g. "logged in". This data is often brought into Planhat as it happens (rather than as aggregated data), e.g. via a tracking script

User Activities are usually transformed via Calculated Metrics, to look at trends etc.

A "User Profile" is a Full-Page Profile on the User model

Your User Profile is where you can see your own personal details in Planhat, sync your email and calendar, configure your notifications, and more

You can navigate to your User Profile by clicking on your name in the top right of your Planhat tenant

"Views" are a layer of structure inside a Section, like a subfolder

In the example screenshot below, 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

The term "widget" is usually used to refer to components of Dashboard and Presentation Pages, e.g. charts

It's also used to refer to components of Full-Page Profile and Preview Templates when you are configuring layouts

A "Workflow" in Planhat is what was formerly known as a Playbook

The two main types of Workflow are Projects and Sequences

You initially design "Workflow Templates" (in the "Workflows" Global Tool in upgraded Planhat), and then these can be automatically or manually applied to individual records (e.g. to a specific Company)

Be aware that there is a set of permissions called "workflow permissions" in Roles, but these are separate from the feature called Workflows as discussed here, instead being used to control access to a wide range of Planhat features

You may also hear the word "workflow" be used more generally to describe a process