Planhat

An overview of the different ways you can use AI within Planhat, to gain insights and save time

AI in Planhat

How to use Planhat's native AI features: Conversation Summary and Writing Assistant

Planhat AI: Conversation Summary and Writing Assistant

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

What the "Impersonate User" feature is and what it is used for

The Impersonate feature

Supported HTML tags in Planhat and where you can use them

HTML Tags in Planhat

Carly Hammond

Christian Dreyer

Daniel Sternegard

General

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Track the progress of all tickets related to your company.

Tickets portal.

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