In this training, we’ll walk through some key Planhat features to help you get started:
Home – Your personalized hub for all your tools and resources
Data Explorer – Quickly search and filter data in just a few clicks
Sections – Stay organized with structured access to key information
Pages – Easily present, collaborate, and act on customer insights
Content Explorer – Your central library for all content created in Planhat
Company Profile – A detailed view of each customer account
Calendar – Your go-to tool for managing tasks and schedules
This training is for anyone new to Planhat. By the end, you'll feel confident navigating the platform, finding key data, and taking action with ease.
You will find the Dojo inside the Planhat app under the "?". Browse the catalogue for "New User Training" and you will find it.
Thank you, and let us know if you have feedback on how this can be improved.