Planhat

How to choose which columns are shown and in which order, and how to sort rows, when visualizing data in tables

Table preferences in upgraded Planhat

Use simple commands to import text-templates into your notes and tasks

Snippets

How to make Fields, Success Units and Calculated Metrics only show when you want them to!

Conditional Fields, Success Units and Calculated Metrics

See all changes to all records, and their cause

The Logs Explorer

How to use Date and DateTime (Date Time) fields

Date and Time in Planhat

A detailed guide to switching between Date and DateTime

Switching Between Date and DateTime

Tasks and Conversations serve distinct but complementary purposes. Here's a breakdown of their differences.

Understanding the Difference Between Tasks and Conversations

Share user training in Workflow steps in Portals, ramp up team members quicker, and add extra information to Issues

Embedded videos in Tasks (including in Workflows), Issues, and more!

If you have duplicate data in Planhat, you can use some of our tools to merge those records

Merging Data in Planhat

Everything you need to know about system fields

System Field Glossary

Write notes, plans, presentation and documentation across the app

Planhat's rich text editor

Find out how to recover your deleted items in Planhat using the Trash Bin

How to Recover Deleted Items in Planhat

How to Export Data from Planhat to Excel

Learn about a way the Planhat team can help you, by viewing Planhat as you, with your consent

How a Planhat staff member ("Super Admin") can impersonate you (a Planhat User)

You can impersonate another User in your tenant (a co-worker) if your Role has the right permission - useful for troubleshooting and training

How you (a Planhat User) can impersonate another Planhat User

Supported HTML tags in Planhat and where you can use them

HTML Tags in Planhat

Carly Hammond

Christian Dreyer

Dehja Smith

General

Developer Hub

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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