Planhat

An overview of Workflows - Projects and Sequences

Workflows overview

Here we show a couple of typical examples of Projects and Sequences

Workflows - illustrated examples

Learn the component parts (levels) of Workflows

Workflow structure: groups, steps and step details

This article takes you through the practical steps of how to build a Workflow Template

Creating Workflow Templates

How to configure your Workflow Templates to determine if and when steps take place

Scheduling your Workflows

Within step details, you can define when tasks are due or emails are sent - e.g. 7 days after the Workflow is applied to a customer

Workflow step timings

You can make a step dependent on a previous step, typically so it's only due a certain number of days after the parent is completed

Workflow step dependencies

You can set conditions to control if/when Workflow steps occur - on the whole Workflow (entry/exit conditions), on groups, and on steps

Workflow conditions

Learn why and how to set criteria to automatically apply a Workflow Template to a Company or End User, and/or automatically archive it

Workflow entry and exit criteria

Learn why and how to use group conditions to automatically activate (and potentially deactivate) groups of steps in a Workflow

Workflow group conditions

Learn how and why to set conditions on specific steps, to determine if/when they are activated in a particular Workflow

Workflow step conditions

Workflow Templates can be automatically applied via Workflow entry criteria, but you can also apply them manually - this article explains how

Manually applying a Workflow Template

A practical guide to places within Planhat where you can see and interact with Workflows

Viewing and using Workflows

We summarize key features and updates (from spring 2026) related to task step dependencies in Workflows - designed for project management

Workflows - task step dependencies - overview

Carly Hammond

Projects and Sequences for automated tasks and emails

Workflows (Playbooks)

Developer Hub

Dojo

Find answers and get help from Intercom Support and Community Experts

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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.

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

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

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