Planhat

This training course is suitable for any Admin (Planhat builder / Power User, such as CS Ops) who's new to Planhat:

Any Planhat Admin at a company starting Planhat onboarding

Any Planhat Admin who joins a company that's an existing Planhat customer

- Any Planhat Admin at a company starting Planhat onboarding
- Any Planhat Admin who joins a company that's an existing Planhat customer

This course is also suitable for new Planhat employees.

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- <a href="https://help.planhat.com/en/articles/9587119-data-models">Data models</a> and architecture
- <a href="https://help.planhat.com/en/articles/9587297-metrics-overview">Metrics</a> (time-series data) in Planhat
- How to bring data into Planhat
- <a href="https://help.planhat.com/en/articles/10037966-data-explorer">Data Explorer</a>

- Fields, filters and <a href="https://help.planhat.com/en/articles/10191241-an-introduction-to-profiles-previews">Profiles</a>
- <a href="https://help.planhat.com/en/articles/10045917-configuring-health-scores-and-success-units-in-upgraded-planhat">Health Scores, Success Units</a>, <a href="https://help.planhat.com/en/articles/9587109-lifecycle-phases">Lifecycle Phases</a> and <a href="https://help.planhat.com/en/articles/9587095-conversation-types">Conversation Types</a>

- <a href="https://help.planhat.com/en/articles/10183936-global-tools-for-admins-settings">Settings</a>
- <a href="https://help.planhat.com/en/articles/10118439-home-templates-and-roles">User Roles</a> and <a href="https://help.planhat.com/en/collections/11382655-role-permissions-managed-in-the-settings-global-tool">permissions</a> basics

- <a href="https://help.planhat.com/en/articles/9587102-workflows-overview">Workflow basics</a>
- Automation and <a href="https://help.planhat.com/en/articles/10165410-global-tools-for-admins-app-center">App Center</a>

- <a href="https://help.planhat.com/en/articles/10102778-organizing-content-pages-sections-and-libraries">Sections, Views, Pages, Libraries</a>
- <a href="https://help.planhat.com/en/articles/10155043-content-explorer">Content Explorer</a>
- <a href="https://help.planhat.com/en/articles/10118439-home-templates-and-roles">Home Templates</a>
- <a href="https://help.planhat.com/en/articles/10222223-sharing-content">Sharing permissions</a>
   

1. Intro and demo of the Planhat platform
2. Data models and architecture
   - <a href="https://help.planhat.com/en/articles/9587119-data-models">Data models</a> and architecture
   - <a href="https://help.planhat.com/en/articles/9587297-metrics-overview">Metrics</a> (time-series data) in Planhat
   - How to bring data into Planhat
   - <a href="https://help.planhat.com/en/articles/10037966-data-explorer">Data Explorer</a>
3. Data management basics
   - Fields, filters and <a href="https://help.planhat.com/en/articles/10191241-an-introduction-to-profiles-previews">Profiles</a>
   - <a href="https://help.planhat.com/en/articles/10045917-configuring-health-scores-and-success-units-in-upgraded-planhat">Health Scores, Success Units</a>, <a href="https://help.planhat.com/en/articles/9587109-lifecycle-phases">Lifecycle Phases</a> and <a href="https://help.planhat.com/en/articles/9587095-conversation-types">Conversation Types</a>
4. Set up your Planhat tenant
   - <a href="https://help.planhat.com/en/articles/10183936-global-tools-for-admins-settings">Settings</a>
   - <a href="https://help.planhat.com/en/articles/10118439-home-templates-and-roles">User Roles</a> and <a href="https://help.planhat.com/en/collections/11382655-role-permissions-managed-in-the-settings-global-tool">permissions</a> basics
5. Set up your Workflows
   - <a href="https://help.planhat.com/en/articles/9587102-workflows-overview">Workflow basics</a>
   - Automation and <a href="https://help.planhat.com/en/articles/10165410-global-tools-for-admins-app-center">App Center</a>
6. Content
   - <a href="https://help.planhat.com/en/articles/10102778-organizing-content-pages-sections-and-libraries">Sections, Views, Pages, Libraries</a>
   - <a href="https://help.planhat.com/en/articles/10155043-content-explorer">Content Explorer</a>
   - <a href="https://help.planhat.com/en/articles/10118439-home-templates-and-roles">Home Templates</a>
   - <a href="https://help.planhat.com/en/articles/10222223-sharing-content">Sharing permissions</a>
      

You can enroll yourself in the course via the <a href="https://planhat-dojo.thinkific.com/courses/intro-new-users" rel="nofollow noopener noreferrer" target="_blank">Planhat Dojo</a>. 

Introductory training for any Admin who is new to Planhat

New Admin Training

Click here for app.planhat.com Help Center

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New Admin Training

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