Planhat

Carly Hammond

Josefine Thoren

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 the definitions of a range of Planhat terms

Planhat glossary

Learn some key definitions, and topics that cover multiple features

Introduction to upgraded Planhat (ws.planhat.com)

Your all-in-one learning platform to explore courses, gain certifications, and master Planhat at your own pace

Planhat Dojo - training courses

Online training for new users to learn the basics of Planhat!

Introductory training for new Planhat users

Level up your Planhat skills and earn your Power User Certification

Power User Certification

Introductory training for any Admin who is new to Planhat

New Admin Learning Journey

Link for the release log for upgraded Planhat

Where to find the changelog

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

How to create and edit Users (teammates) via the "Settings" Global Tool

Adding and managing Planhat Users (colleagues)

Learn what User Types and Seats are, and how they are applied to Roles and Users

User Types, Seats, Roles and Users

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

Julia Sommarlund

Getting started for Admins

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

How to set up Single Sign-On (SSO)

SSO: Setting up Okta

How to set up an SSO connection with Microsoft Entra ID (formerly Azure AD)

SSO: Setting up Microsoft Entra ID (formerly 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

Developer Hub

Dojo

Find answers and get help from Intercom Support and Community Experts

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