Planhat

Carly Hammond

Christian Dreyer

Dehja Smith

Miscellaneous

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

General

How the health score is calculated in Planhat

How Health is Calculated

Everything you need to know about Planhat's Health Profiles

Set up your Health Score Profiles

Tips and guidelines on selecting the impact of your Health Score factors

Setting Up Your Health Factors

Creating a Company Health Score can be a bit overwhelming. So, here are a few examples to help you get started creating yours.

Health Scores: What You Can Include

Learn more about the linear option from Health Factors

Why does a Health Score factor have impact outside of a linear range?

Learn how to view your portfolio Health Scores over time

How can I see trending Health Scores in Planhat?

Niklas

Health Scores

In order for you to receive Desktop Notifications, a few important steps need to be done within the browser prior to getting notified.

Desktop Notifications

Calendar View of Tasks, Status Field and more

Task Management in Planhat

Task Status field

Tasks can have a duration - with a start time and end time - rather than just being a "single point in time" activity

Task "Start Date" and "Due Date"

Julia Sommarlund

Actions and Notifications

Customer management

Why can't I see any logged activities?

What the CSM Score is and how it can be used

What is a CSM Score?

Learn how to view your child company data on the parent company profile

How to View Child Company Data on a Parent Company Profile

A short guide on how to manually add a company into Planhat

How Do I Manually Add a Company or End-User?

You can create a Task that repeats automatically in Planhat. Check this article out to learn how!

How to create and use recurring Tasks in Planhat

Why can't I save my Planned Activity?

You are able to upload documents to a customer profile page. The list of all the approved document formats below.

What types of files can I upload to Planhat?

How Planhat calculates the 9 week usage trend on the Company Profile

How is the 9 week usage trend calculated?

How to merge Companies, and what happens to the data

How to Merge Companies

What different Customer Statuses mean and how they are assigned/changed

Customer Status

In Planhat there are 2 ways to mark churn: on the Company level and on the License level. This article goes over the use cases for both

Difference between logging a Company and a License as churned

Company management

How to merge End Users

What is the Primary field on the End User model?

What a featured user is in Planhat and how to create a featured user

Featured End Users

Learn about "Deviations from Normal" Calculated Metrics and the End User Relevance Score

Planhat Machine Learning (ML) features

Removing and Archiving End Users

How to unarchive End Users

Why are some End Users not automatically being added to a Company?

When a Company does not have an external ID, it can cause some issues with user activity data. The fix is quick and simple!

Why do some active users have no activity data in Planhat?

End User management

Why some End Users are not being added to your Planhat app when sent over API

Not all End Users sent over API get added to Planhat

How to pass the authorization for API Personal Access Token

How can I generate a host password for an API request?

Find out how to access your Tenant Token in Planhat for the API integrations

Where Can I Find My Tenant Token in Planhat?

Why Companies can be created 2x when created with the API

Duplicate Companies being created over the API

An introduction to Planhat's enforcement of unique data

Data Uniqueness and Keyables in Planhat

How to set up Private Apps (Service Accounts) and API Access Tokens in Planhat

How to create OAuth Clients within Planhat, to connect securely to external applications

Planhat OAuth Clients - overview

Learn more about some topics related to OAuth Clients

Planhat OAuth Clients - technical deep-dive

How to set up NPS within the "NPS" Global Tool in upgraded Planhat

NPS overview

Planhat's in-app NPS survey reaches your End Users faster, to help you understand the value that your app, product or service delivers

In-app NPS survey

Some helpful tips and tricks we would like to share

Tips & tricks for your NPS surveys in Planhat

Planhat’s NPS is a powerful way to incorporate your customer feedback into your CS processes, and use them in an actionable way.

Ways to use NPS throughout Planhat

How to upload your NPS data with the Excel import template

Uploading NPS Data to Planhat

What to do when your NPS survey isn't sending due to the NPS sender not having their emails (Gmail or Outlook) synced in Planhat

NPS survey isn’t sending because the sender hasn’t synced their emails with Planhat

What to do when your NPS survey goes out to an End User on an Company with no Owner in Planhat

Will my NPS survey send if the Company has no Owner?

What happens when the same End User exists across multiple Companies when I set up my NPS campaigns?

End User exists in multiple Companies, does this affect my NPS Campaign?

Developer Hub

Dojo

Find answers and get help from Intercom Support and Community Experts

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