Planhat

Carly Hammond

Peter Robitaille

Justine Rens

An intro to upgraded Planhat (ws.planhat.com), training and setup guides

Getting started

We explain the core principles and advantages of upgraded Planhat (ws.planhat.com)

An introduction to upgraded Planhat

If you're transitioning to upgraded Planhat (ws.planhat.com) from original Planhat (app.planhat.com), learn what's moved and what's new

Upgraded Planhat: technical changes

Learn some key definitions, and topics that cover multiple features

Introduction to upgraded Planhat (ws.planhat.com)

On demand training for new users to learn the basics of Planhat!

Intro to Planhat for New Users: On-Demand Training

Become a Planhat expert with our fun, free online courses

Power User Certification

Introductory training for any Admin who is new to Planhat

New Admin Training

Training and enablement

A quick guide to get your company's Planhat environment set up for long term success

Guide for Planhat Admins to Get Started

Adding a user to Planhat

It often happens that teams are divided up by geographical regions, different offices, or by function

Setting up Teams

What happens to Tasks and Companies assigned to a team member who is being removed from Planhat

What happens when I remove a team member (User) from Planhat?

How to manage user emails in Planhat (subject to permissions, and conditions)

Managing User Emails

Christian Dreyer

Daniel Sternegard

Getting started for Admins

SSO: Setting up Okta

What is Single Sign-On (SSO) and how can I enable it?

How to set up Single Sign-On (SSO)

How to set up an SSO connection with Azure AD

SSO: Setting up Azure AD

How to set up an SSO connection with ADFS

SSO: Setting up ADFS

How to set up an SSO connection with OneLogin

SSO: Setting up OneLogin

SSO: Setting up GSuite

Your go-to-guide on how to get started with Planhat

Getting Started as a new Planhat User 🚀

If you don't see your invitation email to join Planhat it could be in your spam folder

Why do I not see my invitation to Planhat?

How to add or update your profile picture manually in upgraded Planhat

How do I update my profile picture?

Getting started for general Users

Click here for app.planhat.com Help Center

Find answers and get help from Intercom Support and Community Experts

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