List of Tools

Signals

Calendar

Notifications

Email Manager

Timesheets

Trashbin

History

Agents

Project Templates

Sequences

NPS

Portal Manager

My Library

Knowledge Base

Data Explorer

Metrics

Data model

Settings

Revenue Setup

Users & Roles

The Signals Tool is a place where you can view Signals in Planhat OS; you can also view Signals on relevant records (e.g. Company Profiles)

Signals surface the moments that matter on a record - a churn risk, an escalation, an expansion opportunity, etc., without you having to read every email, call and ticket

Planhat's AI reads eligible Conversations from the last 30 days and, where it finds something significant, creates a Signal with a headline and a category. Field changes on records also appear as Signals, so you can see what was updated and by whom

All users

No - Signals are a new feature in Planhat OS

"Calendar" is your go-to place to see all the Company-related Tasks you need to complete. This includes:

In Calendar you can easily view and update Tasks

All users in Planhat

Yes - Calendar was a Home feature in pre-OS Planhat

Here you can view and interact with your Planhat notifications

It's also where you set your notification preferences (what to be notified about and how)

All users in Planhat

Yes - Notifications was a Home feature in pre-OS Planhat

In Email Manager, you manage certain types of emails:

All users, particularly in jobs related to emails

Yes - Email Manager was a Home feature in pre-OS Planhat

Note that here we are talking specifically about the Timesheets Tool, rather than the Timesheets data model in general

Here you can view how much time you have logged (via Time Entries) for each day in each week

The Timesheets Tool can be used to add multiple Time Entries at once

The Timesheets Tool is where you submit (create) Timesheets. Here you can also see the status of each Timesheet, such as whether it's been approved

Users working in PSA (Professional Services, Service Delivery and Implementation, etc.) who log time

Yes - Timesheets was a Home feature in pre-OS Planhat

The Trashbin (also sometimes written as two words - Trash bin) shows your deleted items

From here you can restore, or permanently delete, recently removed items (e.g. fields, Pages and Companies etc.)

All users

Users with the permission "Admin Access" can see all removed items (until they expire). Other users can only see the items that they have removed

Yes - the Trashbin was a feature in pre-OS Planhat

Here you can see a list of what you've recently been looking at in Planhat, and click to jump back to any of those screens - so it's a bit like a more advanced "back" button

It includes Pages, Company Profiles, Tools, Sessions and more

All users

Yes - History was located in the top gray bar in pre-OS Planhat

The Agents Tool (also called the Agents Module) is where you manage your existing Agents (formerly called Automations) and (at time of writing) Integrations

From the Agents Module you can also create a new Agent, switch it on or off, open it, copy it, view its logs, delete it, and approve or reject steps

All users who have the relevant permissions; it's particularly for Tech/Ops people who manage their tenant's Agents

No - the Agents Tool/Module is a new feature in Planhat OS

Automations and Integrations did exist in pre-OS Planhat though, in the App Center

This is where you create and manage Project Templates, which is a subcategory of Workflow Templates

Workflows are defined series of steps, with timings and conditions

Projects are the Workflows that are designed for project management and task steps, such as an Onboarding Workflow

Admins and managers who set up Project Templates for their organization/team

Yes - Project Templates were a part of the "Workflows" Global Tool (in the System Admin menu) in pre-OS Planhat

This is where you create and manage Sequence Templates, which is a subcategory of Workflow Templates

Workflows are defined series of steps, with timings and conditions

Sequences are the Workflows that are designed for automatically sending emails, e.g. a Welcome Sequence for new End Users

Admins and managers who set up Sequence Templates for their organization/team

Yes - Sequence Templates were a part of the "Workflows" Global Tool (in the System Admin menu) in pre-OS Planhat

This is where you create and manage NPS campaigns, NPS being Net Promoter Score

Admins and managers who set up NPS campaigns for their organization/team

Yes - this was the "NPS" Global Tool (in the System Admin menu) in pre-OS Planhat

This is where you can:

Admins and managers who configure Portal Templates etc. for their organization/team

Yes - this was the "Portal Manager" Global Tool (in the System Admin menu) in pre-OS Planhat

This is where you can see your saved, priority Sections, containing Views/Pages - both your own private Sections, and ones shared with you. It's the equivalent of your Home content in pre-OS Planhat

All users

Yes (with a new name) - My Library is where you can find the Sections that were in your Home sidebar in pre-OS Planhat

Here you can view all the Pages and Sections within your Planhat tenant that you can access, and choose which of them to add to My Library

All users

Yes (with a new name) - Knowledge Base was called Content Explorer in pre-OS Planhat

It's an easy, interactive way you can explore your model data (e.g. Companies, End Users, Deals, Time Entries and so on) to get the information you need, without having to build something permanent in your tenant

All users

Yes - Data Explorer was a Home feature in pre-OS Planhat

Note that the "Time-series" part of Data Explorer in pre-OS Planhat has been split off into the "Metrics" Tool in Planhat OS (described next)

This is where you can explore your time-series data (Metrics) - both "raw" time-series data such as User Activities and Custom Metrics, and any Calculated Metrics you have built on top. Time-series data often represents product usage data, although it also includes other data tracked over time

The Metrics Tool enables you to explore your time-series data without having to create charts in a permanent Page

All users

Yes - this was part of Data Explorer, a Home feature in pre-OS Planhat

The "Data model" Tool is where you manage both system models (e.g. Company, End User, Issue, Line Item, and so on) and custom models in Planhat OS

This includes fields, Global Filters, Field Rules, Profiles and Powertools

It's also where you create new custom models

Admins who configure and manage their organization's Planhat tenant

Yes - this was the "Data Model" Global Tool (in the System Admin menu) in pre-OS Planhat

Here you can control various aspects of how your Planhat tenant looks and behaves

It includes Services (PSA) settings, tenant-wide email settings, security settings, and so on

Admins who configure and manage their organization's Planhat tenant

Yes - this was the "Settings" Global Tool (in the System Admin menu) in pre-OS Planhat

Note that revenue settings have been split off into their own separate Tool (described below)

"Users & Roles" can be accessed directly by their own Tool (mentioned below), but at time of writing are still also within the Settings Tool

Note that OAuth Connections, Private Apps (Service Accounts) and Connections, which were all in the App Center in pre-OS Planhat, have moved here (in the "Authorized Connections" category)

Here you can configure revenue settings, such as currencies and FX rates

Admins who configure and manage their organization's Planhat tenant

Yes - this was part of the "Settings" Global Tool (in the System Admin menu) in pre-OS Planhat

This is where you manage Users, Roles, Teams and Content Templates (which were called Home Templates in pre-OS Planhat)

"Users" are users of Planhat, i.e. you and your colleagues

Roles are where you define permissions - Planhat's equivalent of profiles / permission sets

Content Templates are Sections (Views/Pages) that are pinned/recommended to Users by admins

Admins who configure and manage their organization's Planhat tenant

Yes - this was part of the "Settings" Global Tool (in the System Admin menu) in pre-OS Planhat