Planhat

How to customize Planhat for your team - configure settings, manage custom fields, set up Integrations and Automations, and do so much more

Global Tools for Planhat builders/admins

Libraries are a way you can categorize and verify content

Learn about the Data Manager in upgraded Planhat

Learn about the Content Manager in upgraded Planhat

Learn where to create and manage Workflow Templates in upgraded Planhat

App Center is where you can configure Integrations and Automations, to sync data and act on it

You can set up your Health Scores (Health Profiles) and Success Units in "Data" in the "Global Tools" menu - they are Company fields

Rules are a key part of field management, enabling you to lock or make mandatory your choice of fields, based on conditions you configure

How to customize Planhat "from the top down" for groups of Users via Home Templates and Roles - personalization and permissions

Libraries, Data, Content, Workflows, App Center, NPS and Settings

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Track the progress of all tickets related to your company.

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