UPGRADED PLANHAT | Planhat Help Center

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UPGRADED PLANHAT

UPGRADED PLANHAT

Learn all about our upgraded platform (ws.planhat.com)

An introduction to upgraded Planhat

Upgraded Planhat: technical changes

Table preferences in upgraded Planhat

Organizing content: Pages, Sections and Libraries

Content Explorer

Sharing content

Promoting content

Global Tools for Planhat builders/admins

Global Tools for Planhat builders/admins

Global Tools for admins - "Libraries"

Global Tools for admins - "Data"

Global Tools for admins - "Content"

Global Tools for admins - "Workflows"

Global Tools for admins - "App Center"

Global Tools for admins - "Settings"

Configuring Health Scores and Success Units in upgraded Planhat

Home Templates and Roles

Global Tools for general Planhat users

Global Tools for general Planhat users

Federated Search

Home features for general Planhat users

Page types in upgraded Planhat

Graphically displaying data - Presentation and Dashboard Pages

Displaying text data in tables - Data Table, Grouped List and Board Pages

System Reports: Pages for revenue

Importing Pages from the original platform into upgraded Planhat

An introduction to Profiles/Previews

An introduction to Full-Page Profiles

Custom Company Full-Page Profile Templates

Configuring which Preview/Profile Template is applied

Custom Profile Pages

Data model permissions

Workflow feature permissions

Workflow Module permissions

Portfolio permissions