# Planhat Help Center

> Help Center | Advice and answers from the Planhat team

## Getting started

- [An introduction to Planhat](https://help.planhat.com/en/articles/10265106-an-introduction-to-planhat.md): We explain the core principles and advantages
- [Upgraded Planhat: technical changes](https://help.planhat.com/en/articles/10300900-upgraded-planhat-technical-changes.md): If you're transitioning to upgraded Planhat \(ws.planhat.com\) from original Planhat \(app.planhat.com\), learn what's moved and what's new
- [Planhat glossary](https://help.planhat.com/en/articles/10346456-planhat-glossary.md): Learn the definitions of a range of Planhat terms
- [Planhat Dojo - training courses](https://help.planhat.com/en/articles/12708387-planhat-dojo-training-courses.md): Your all-in-one learning platform to explore courses, gain certifications, and master Planhat at your own pace
- [Introductory training for new Planhat users](https://help.planhat.com/en/articles/10534804-introductory-training-for-new-planhat-users.md): Online training for new users to learn the basics of Planhat!
- [Power User Certification](https://help.planhat.com/en/articles/9587148-power-user-certification.md): Level up your Planhat skills and earn your Power User Certification
- [New Admin Learning Journey](https://help.planhat.com/en/articles/11365521-new-admin-learning-journey.md): Introductory training for any Admin who is new to Planhat
- [Where to find the changelog](https://help.planhat.com/en/articles/13130357-where-to-find-the-changelog.md): Link for the release log for upgraded Planhat
- [Guide for Planhat Admins to Get Started](https://help.planhat.com/en/articles/9587211-guide-for-planhat-admins-to-get-started.md): A quick guide to get your company's Planhat environment set up for long term success
- [Adding and managing Planhat Users \(colleagues\)](https://help.planhat.com/en/articles/9587255-adding-and-managing-planhat-users-colleagues.md): How to create and edit Users \(teammates\) via the "Settings" Global Tool
- [User Types, Roles and Users](https://help.planhat.com/en/articles/12702128-user-types-roles-and-users.md): Learn what User Types are, and how they are applied to Roles and Users
- [Setting up Teams](https://help.planhat.com/en/articles/9587236-setting-up-teams.md): It often happens that teams are divided up by geographical regions, different offices, or by function
- [What happens when I remove a team member \(User\) from Planhat?](https://help.planhat.com/en/articles/9587182-what-happens-when-i-remove-a-team-member-user-from-planhat.md): What happens to Tasks and Companies assigned to a team member who is being removed from Planhat
- [Managing User Emails](https://help.planhat.com/en/articles/9590754-managing-user-emails.md): How to manage user emails in Planhat \(subject to permissions, and conditions\)
- [How to set up Single Sign-On \(SSO\)](https://help.planhat.com/en/articles/9587188-how-to-set-up-single-sign-on-sso.md): What is Single Sign-On \(SSO\) and how can I enable it?
- [SSO: Setting up Okta](https://help.planhat.com/en/articles/9587295-sso-setting-up-okta.md)
- [SSO: Setting up Microsoft Entra ID \(formerly Azure AD\)](https://help.planhat.com/en/articles/9587087-sso-setting-up-microsoft-entra-id-formerly-azure-ad.md): How to set up an SSO connection with Microsoft Entra ID \(formerly Azure AD\)
- [SSO: Setting up ADFS](https://help.planhat.com/en/articles/9587034-sso-setting-up-adfs.md): How to set up an SSO connection with ADFS
- [SSO: Setting up OneLogin](https://help.planhat.com/en/articles/9587322-sso-setting-up-onelogin.md): How to set up an SSO connection with OneLogin
- [SSO: Setting up GSuite](https://help.planhat.com/en/articles/9587149-sso-setting-up-gsuite.md)
- [Getting Started as a new Planhat User 🚀](https://help.planhat.com/en/articles/9587314-getting-started-as-a-new-planhat-user.md): Your go-to-guide on how to get started with Planhat
- [Why do I not see my invitation to Planhat?](https://help.planhat.com/en/articles/9587334-why-do-i-not-see-my-invitation-to-planhat.md): If you don't see your invitation email to join Planhat it could be in your spam folder
- [How do I update my profile picture?](https://help.planhat.com/en/articles/9587177-how-do-i-update-my-profile-picture.md): How to add or update your profile picture manually in upgraded Planhat

## AI

- [AI overview](https://help.planhat.com/en/articles/10002335-ai-overview.md): An overview of the different ways you can use AI within Planhat, to gain insights and save time
- [Get started with AI](https://help.planhat.com/en/articles/12242270-get-started-with-ai.md): A three-step strategy to implement AI functionality
- [Planhat AI: Conversation Summary](https://help.planhat.com/en/articles/9587259-planhat-ai-conversation-summary.md): How to use Conversation Summary - native Planhat AI feature
- [Planhat AI: Conversational AI, Sentiment and Category](https://help.planhat.com/en/articles/11838309-planhat-ai-conversational-ai-sentiment-and-category.md): Planhat can analyze your Conversations, and automatically classify them by sentiment and category
- ["Use AI" steps in Automations](https://help.planhat.com/en/articles/11812698-use-ai-steps-in-automations.md): Use AI steps in Custom Automations to leverage LLMs
- [Planhat AI: Credits and Permissions](https://help.planhat.com/en/articles/11813533-planhat-ai-credits-and-permissions.md): This article describes AI credits and permissions relating to AI features
- [How to connect ChatGPT to Planhat, using OAuth and Planhat's MCP server](https://help.planhat.com/en/articles/15644693-how-to-connect-chatgpt-to-planhat-using-oauth-and-planhat-s-mcp-server.md): Steps to link OpenAI's ChatGPT to Planhat, via a Planhat OAuth Client and the Planhat MCP server
- [How to connect Claude to Planhat, using OAuth and Planhat's MCP server](https://help.planhat.com/en/articles/15655716-how-to-connect-claude-to-planhat-using-oauth-and-planhat-s-mcp-server.md): Steps to link Anthropic's Claude to Planhat, via a Planhat OAuth Client and the Planhat MCP server
- [MCP and OAuth Clients - Q&A and troubleshooting](https://help.planhat.com/en/articles/15692588-mcp-and-oauth-clients-q-a-and-troubleshooting.md): FAQs and error messages related to ChatGPT and Claude connections
- [Planhat AI connections \(for Automations\)](https://help.planhat.com/en/articles/10063285-planhat-ai-connections-for-automations.md): How to connect Planhat to your own external AI account, and use that connection in Planhat Automations

## Automations and Integrations

- [Automations overview](https://help.planhat.com/en/articles/9587240-automations-overview.md): This article provides an overview of Automations in Planhat - what they are and how they can help you
- [How to choose between Automations and other Planhat features](https://help.planhat.com/en/articles/9587307-how-to-choose-between-automations-and-other-planhat-features.md): There are many ways you can automate actions - Automations, Workflows, Formula Fields and more - and this article helps you choose
- [Templated Automations](https://help.planhat.com/en/articles/9587153-templated-automations.md): Planhat includes a library of Automation Templates that are simple to modify and apply
- [Custom Automations](https://help.planhat.com/en/articles/9590728-custom-automations.md): You can design Custom Automations if you want to automate processes that aren't covered by Automation Templates
- [Custom Automations worked examples](https://help.planhat.com/en/articles/11100354-custom-automations-worked-examples.md): This article describes a variety of practical examples of Custom Automations
- [Replacement codes \(dynamic references\) in Automations](https://help.planhat.com/en/articles/11144131-replacement-codes-dynamic-references-in-automations.md): Learn how to use replacement codes to configure your Custom Automations and messages in Templated Automations
- ["Get" steps in Automations](https://help.planhat.com/en/articles/11162604-get-steps-in-automations.md): Use Get steps in Custom Automations to retrieve data from related models/records
- ["Execute Function" steps in Automations](https://help.planhat.com/en/articles/11170360-execute-function-steps-in-automations.md): Using "Execute Function" steps in Custom Automations you can execute JavaScript functions for ultimate flexibility and function
- ["Wait" steps in Automations](https://help.planhat.com/en/articles/11425373-wait-steps-in-automations.md): Use Wait steps in Custom Automations to pause a process mid-way, for your desired time period
- ["Wait Until" steps in Automations](https://help.planhat.com/en/articles/16774188-wait-until-steps-in-automations.md): Use "Wait Until" steps in Custom Automations to pause a process mid-way, until either a condition is met or it's expired, with different subsequent actions for each path
- [Exit criteria in Automations](https://help.planhat.com/en/articles/16774939-exit-criteria-in-automations.md): Use exit criteria in Custom Automations to define when a run should stop - e.g. in response to an email reply
- [Branching in Automations](https://help.planhat.com/en/articles/11411711-branching-in-automations.md): Use Branch steps for even greater flexibility in Custom Automations
- ["Schedule Email" steps in Automations](https://help.planhat.com/en/articles/15841814-schedule-email-steps-in-automations.md): You can automatically send emails via Automations - optionally generate drafts with AI, use Human-in-the-Loop \(HITL\) to review, and you can even reply within a thread
- [Webhooks in Automations](https://help.planhat.com/en/articles/11432236-webhooks-in-automations.md): You can use webhooks in Templated Automations and Custom Automations to send data into or out from Planhat
- [Sending and formatting Slack messages in Automations](https://help.planhat.com/en/articles/9587101-sending-and-formatting-slack-messages-in-automations.md): You can post team notifications to Slack via Templated and Custom Automations, and it's easy to format text in those messages
- [Manually triggering Automations](https://help.planhat.com/en/articles/11406690-manually-triggering-automations.md): When building a Custom Automation, you can specify that it will be triggered manually, on demand. You can then run these Automations for individual records or in bulk
- [Document Pages in Automations](https://help.planhat.com/en/articles/11812987-document-pages-in-automations.md): Read and generate Planhat Document Pages in Custom Automations
- [Human-in-the-Loop \(HITL\) in Automations](https://help.planhat.com/en/articles/15535091-human-in-the-loop-hitl-in-automations.md): HITL enables you to combine automation/AI with human oversight. It pauses an Automation run at your chosen step, giving you the opportunity to review data before proceeding
- [Automation logs and troubleshooting](https://help.planhat.com/en/articles/9587341-automation-logs-and-troubleshooting.md): Automations contain extensive logs, so you can see when an Automation was triggered and what happened in each step. The logs can also help when you are building a new Automation
- [Automation failures - adjustable thresholds and notifications](https://help.planhat.com/en/articles/9587214-automation-failures-adjustable-thresholds-and-notifications.md): You can enable personal notifications for each Automation, so you are alerted to any failed runs, and can fix the Automation ASAP. Define after how many failed runs an Automation is disabled
- [Workflow Mode \(Sequence Mode\) in Automations](https://help.planhat.com/en/articles/16801809-workflow-mode-sequence-mode-in-automations.md): Learn how to create Sequences via Automations
- [Setting up the Salesforce integration](https://help.planhat.com/en/articles/9587130-setting-up-the-salesforce-integration.md): An overview of Planhat's Salesforce integration, and step-by-step guidance to set it up
- [Syncing Company/Account group structures \(parent/child\) via the Salesforce integration](https://help.planhat.com/en/articles/9587289-syncing-company-account-group-structures-parent-child-via-the-salesforce-integration.md): How to sync group structures of Salesforce Companies into Planhat \(and sync back to Salesforce too\)
- [Extension objects in the Salesforce integration](https://help.planhat.com/en/articles/9587058-extension-objects-in-the-salesforce-integration.md): Learn how to sync an additional Salesforce object to a Planhat model
- [Syncing Salesforce Tasks with Planhat Conversations \(Notes\) and Tasks](https://help.planhat.com/en/articles/14549349-syncing-salesforce-tasks-with-planhat-conversations-notes-and-tasks.md): Learn about your options when syncing planned and logged activities
- [Tasks and Notes in the Salesforce integration - technical details of the standard sync sections](https://help.planhat.com/en/articles/9587008-tasks-and-notes-in-the-salesforce-integration-technical-details-of-the-standard-sync-sections.md): Learn about planned activities and logged activities in Planhat, and how they relate to the Salesforce integration
- [Automatic and manual syncing in the Salesforce integration](https://help.planhat.com/en/articles/9587282-automatic-and-manual-syncing-in-the-salesforce-integration.md): Learn all about the different types of sync possible with the Salesforce integration
- [Fields synced as default in the Salesforce integration](https://help.planhat.com/en/articles/9587308-fields-synced-as-default-in-the-salesforce-integration.md): This article lists the fields synced \(or populated\) without custom field mapping
- [Salesforce Integration for Custom Models](https://help.planhat.com/en/articles/15858804-salesforce-integration-for-custom-models.md): Sync a Salesforce object into a custom model, mapping its keyable and its associations.
- [Salesforce integration: connecting via an Integration User and Permission Set](https://help.planhat.com/en/articles/9587241-salesforce-integration-connecting-via-an-integration-user-and-permission-set.md): Configuration steps in Salesforce \(and Planhat\) for authentication and connection
- [Salesforce troubleshooting guide](https://help.planhat.com/en/articles/9587260-salesforce-troubleshooting-guide.md): If you have questions about why data isn't being synced via the Salesforce integration, this article is here to help!
- [Salesforce error notifications](https://help.planhat.com/en/articles/9587150-salesforce-error-notifications.md): All about Salesforce error notifications, and how you can use them to troubleshoot integration errors
- [Setting up the HubSpot v2 integration](https://help.planhat.com/en/articles/9590416-setting-up-the-hubspot-v2-integration.md): An overview of Planhat's HubSpot v2 integration, and step-by-step guidance to set it up
- [HubSpot v2 integration: technical deep dive](https://help.planhat.com/en/articles/9587063-hubspot-v2-integration-technical-deep-dive.md): Learn more about how the HubSpot integration syncs, and some special data mapping setups
- [HubSpot v2 integration: troubleshooting and FAQ](https://help.planhat.com/en/articles/9587238-hubspot-v2-integration-troubleshooting-and-faq.md): Troubleshooting advice to explain why data hasn't synced, plus answers to some questions you might have about the integration
- [Setting up the HubSpot v1 integration](https://help.planhat.com/en/articles/9587223-setting-up-the-hubspot-v1-integration.md): Learn how to set up the Hubspot integration. We cover what can be synced, how to do it and some best practices!
- [HubSpot v1 troubleshooting guide](https://help.planhat.com/en/articles/9586962-hubspot-v1-troubleshooting-guide.md)
- [Setting up the HubSpot Marketing integration](https://help.planhat.com/en/articles/9587293-setting-up-the-hubspot-marketing-integration.md)
- [Setting up the Pipedrive integration](https://help.planhat.com/en/articles/9587000-setting-up-the-pipedrive-integration.md): The Pipedrive integration lets you sync your Organizations, Contacts, Deals and Notes with Planhat
- [Pipedrive troubleshooting guide](https://help.planhat.com/en/articles/9586978-pipedrive-troubleshooting-guide.md): Quick tips to resolve your Pipedrive queries
- [Setting up the Slack Integration](https://help.planhat.com/en/articles/9587085-setting-up-the-slack-integration.md): Keep your team updated and action driven with the Planhat Slack integration!
- [Send Planhat Notifications to Your Private Slack Channel](https://help.planhat.com/en/articles/9587316-send-planhat-notifications-to-your-private-slack-channel.md): Receive your Planhat notifications in a private Slack channel
- [Troubleshooting: Planhat Slack bot has been connected but no results are coming through](https://help.planhat.com/en/articles/9586999-troubleshooting-planhat-slack-bot-has-been-connected-but-no-results-are-coming-through.md): What happens when you successfully create a Planhat bot in Slack but it does not interact with you
- [Setting up the "Microsoft Teams: Notifications" integration](https://help.planhat.com/en/articles/16133264-setting-up-the-microsoft-teams-notifications-integration.md): You can display your personal Planhat notifications in Microsoft Teams, and/or you can use Custom Automations to post messages to public Microsoft Teams channels
- [Setting up the "Microsoft Teams: Transcripts" integration](https://help.planhat.com/en/articles/16528927-setting-up-the-microsoft-teams-transcripts-integration.md): Use the Planhat "Microsoft Teams: Transcripts" integration to sync your Teams meetings into Planhat as Conversations with call transcriptions
- [Setting up the Intercom integration](https://help.planhat.com/en/articles/9587275-setting-up-the-intercom-integration.md): Everything you need to know about Planhat's Intercom integration
- [Setting up the Zendesk integration](https://help.planhat.com/en/articles/9587129-setting-up-the-zendesk-integration.md): How to set up Planhat's native Zendesk integration and start syncing your Zendesk tickets today!
- [Zendesk troubleshooting guide](https://help.planhat.com/en/articles/9587168-zendesk-troubleshooting-guide.md)
- [Setting up the Freshdesk integration](https://help.planhat.com/en/articles/9587145-setting-up-the-freshdesk-integration.md): Learn how to sync your Freshdesk tickets into Planhat
- [Setting up the Jira integration](https://help.planhat.com/en/articles/9587193-setting-up-the-jira-integration.md): How to set up the Jira integration and sync into Planhat Issues and tickets
- [Jira troubleshooting guide](https://help.planhat.com/en/articles/9587217-jira-troubleshooting-guide.md): If you have questions about why data isn't being synced via the Jira integration, this article is here to help!
- [Setting up the Snowflake integration](https://help.planhat.com/en/articles/9586985-setting-up-the-snowflake-integration.md): An overview of the Snowflake integration
- [Preparing Snowflake and connecting the integration](https://help.planhat.com/en/articles/9587348-preparing-snowflake-and-connecting-the-integration.md): Part 1 of the the setup steps for the Snowflake integration
- [Data mapping in the Snowflake integration](https://help.planhat.com/en/articles/9587305-data-mapping-in-the-snowflake-integration.md): Part 2 of the the setup steps for the Snowflake integration
- [How to map Snowflake VARIANT columns](https://help.planhat.com/en/articles/9587306-how-to-map-snowflake-variant-columns.md): It's simple to map Snowflake VARIANT - just specify the attribute in your field mapping
- [Snowflake troubleshooting guide](https://help.planhat.com/en/articles/9587203-snowflake-troubleshooting-guide.md): Solutions to some errors you may encounter and questions you might have
- [Snowflake integration - using different Company IDs](https://help.planhat.com/en/articles/9587143-snowflake-integration-using-different-company-ids.md): Configuring the Snowflake integration to work with your choice of ID type to identify Companies in Snowflake
- [Setting up the BigQuery integration](https://help.planhat.com/en/articles/9939188-setting-up-the-bigquery-integration.md): An overview of the BigQuery integration
- [Preparing BigQuery and connecting the integration](https://help.planhat.com/en/articles/9587138-preparing-bigquery-and-connecting-the-integration.md): Part 1 of the setup steps for the BigQuery integration
- [Data mapping in the BigQuery integration](https://help.planhat.com/en/articles/9587064-data-mapping-in-the-bigquery-integration.md): Part 2 of the the setup steps for the BigQuery integration
- [Setting Up the v2 Pendo Integration](https://help.planhat.com/en/articles/9587250-setting-up-the-v2-pendo-integration.md): Set up the Pendo integration, step-by-step. We cover what you can sync and how to configure the integration
- [Mapping Data with the v2 Pendo Integration](https://help.planhat.com/en/articles/9587035-mapping-data-with-the-v2-pendo-integration.md): Choosing what to bring from Pendo to Planhat. We cover what you can sync and how to configure the mapping
- [Setting up the Segment integration](https://help.planhat.com/en/articles/9587279-setting-up-the-segment-integration.md): Get Segment.io up and running with Planhat
- [Segment Data Warehouse Integration](https://help.planhat.com/en/articles/9587137-segment-data-warehouse-integration.md): Use our Segment Integration to gain data driven insights.
- [Setting up the Mixpanel integration](https://help.planhat.com/en/articles/9587001-setting-up-the-mixpanel-integration.md): Learn how to sync user events and metrics from Mixpanel to Planhat
- [Setting Up the Amplitude Integration](https://help.planhat.com/en/articles/9587139-setting-up-the-amplitude-integration.md): Send user activities directly from Amplitude to Planhat
- [Connect to PostgreSQL](https://help.planhat.com/en/articles/9587276-connect-to-postgresql.md): Learn how to set up the PostgreSQL integration. We cover what you can sync, how to do it, and some best practices
- [Connect to MySQL](https://help.planhat.com/en/articles/9587047-connect-to-mysql.md): Learn how to set up the MySQL integration. We cover what you can sync, how to do it, and some best practices integration
- [Zapier \<\> Planhat](https://help.planhat.com/en/articles/9587054-zapier-planhat.md): How to get started with the integration with Zapier
- [Zapier & Trello](https://help.planhat.com/en/articles/9587285-zapier-trello.md): Using Zapier to perform actions in Trello and Planhat
- [Satismeter](https://help.planhat.com/en/articles/9581430-satismeter.md): Learn about how the in-app NPS tool, Satismeter, works with Planhat.
- [Delighted](https://help.planhat.com/en/articles/9581431-delighted.md): Learn about how Planhat's Delighted integration works
- [How to set up the SCIM integration in Microsoft Entra ID](https://help.planhat.com/en/articles/12810917-how-to-set-up-the-scim-integration-in-microsoft-entra-id.md): Step-by-step guide on how to set up SCIM on the Entra ID side
- [Setting up SCIM Provisioning into Planhat](https://help.planhat.com/en/articles/12690162-setting-up-scim-provisioning-into-planhat.md): Automatically provision and manage Users and Roles in Planhat directly from your Identity Provider \(IdP\) via SCIM
- [How to set up the SCIM integration in Okta](https://help.planhat.com/en/articles/12809315-how-to-set-up-the-scim-integration-in-okta.md): Step by step guide on how to set up SCIM on the Okta side
- [Setting up the Aircall \(Advanced\) integration](https://help.planhat.com/en/articles/12399795-setting-up-the-aircall-advanced-integration.md): Use the Aircall v2 integration to sync your call data and transcripts into Planhat
- [Setting up the Aircall Integration v1](https://help.planhat.com/en/articles/9587270-setting-up-the-aircall-integration-v1.md): Everything you need to know about the legacy Aircall integration
- [Setting up the Ringover Integration](https://help.planhat.com/en/articles/9587083-setting-up-the-ringover-integration.md): Everything you need to know about the Ringover integration
- [Sending Merge Tags to Mailchimp 🐵](https://help.planhat.com/en/articles/9587224-sending-merge-tags-to-mailchimp.md)
- [Setting up the Jiminny integration](https://help.planhat.com/en/articles/9587216-setting-up-the-jiminny-integration.md): You can sync call recordings and summaries from Jiminny into Planhat, using our Jiminny integration
- [Setting up the Gong integration](https://help.planhat.com/en/articles/9587330-setting-up-the-gong-integration.md): You can sync call recordings and summaries from Gong into Planhat, using our Gong integration
- [Setting up the Fireflies integration](https://help.planhat.com/en/articles/11905769-setting-up-the-fireflies-integration.md): Automatically sync Fireflies call intelligence data into Planhat as Conversations
- [Setting up the Fathom integration](https://help.planhat.com/en/articles/12019608-setting-up-the-fathom-integration.md): Automatically sync Fathom call intelligence data into Planhat as Conversations via a Custom Automation
- [Setting up the integration to import from a Cloud Storage Provider](https://help.planhat.com/en/articles/9590717-setting-up-the-integration-to-import-from-a-cloud-storage-provider.md): How to set up integrations to import from a cloud provider
- [Setting up the LearnUpon integration](https://help.planhat.com/en/articles/9881706-setting-up-the-learnupon-integration.md): Automate LearnUpon course enrollment from Planhat, and automatically sync learning progression and completion data from LearnUpon to Planhat
- [Making Calls from Planhat](https://help.planhat.com/en/articles/9587272-making-calls-from-planhat.md): On enduser profiles you can now click a "phone" icon next to a phone number to open the browsers default dialer
- [Setting up the Help Scout integration](https://help.planhat.com/en/articles/12742830-setting-up-the-help-scout-integration.md): How to set up the Help Scout integration in Planhat
- [Setting up the Typeform integration](https://help.planhat.com/en/articles/12811182-setting-up-the-typeform-integration.md): How to get started with the integration with Typeform
- [External IDs, Source IDs & Related Domains](https://help.planhat.com/en/articles/9587186-external-ids-source-ids-related-domains.md): In this article we explain what these fields are and why they're important
- [Import data into Planhat via Excel spreadsheet](https://help.planhat.com/en/articles/9587287-import-data-into-planhat-via-excel-spreadsheet.md)
- [Importing data via Excel spreadsheet - overview](https://help.planhat.com/en/articles/14668526-importing-data-via-excel-spreadsheet-overview.md): Learn the main method to import data via spreadsheet
- [Importing data via Excel spreadsheet - match records to Companies](https://help.planhat.com/en/articles/14668619-importing-data-via-excel-spreadsheet-match-records-to-companies.md): You can match records of other models to their parent Companies by your choice of ID
- [Importing data via Excel spreadsheet - map source columns to model fields](https://help.planhat.com/en/articles/14670152-importing-data-via-excel-spreadsheet-map-source-columns-to-model-fields.md): You can preview and configure how columns are mapped to fields
- [Importing data via Excel spreadsheet - troubleshooting](https://help.planhat.com/en/articles/14668726-importing-data-via-excel-spreadsheet-troubleshooting.md): Follow these tips to ensure you have a successful upload

## Portals

- [Global Tools for admins - "Portal Manager"](https://help.planhat.com/en/articles/12459113-global-tools-for-admins-portal-manager.md): In Portal Manager you can view and manage individual Portals, Portal content, Portal Templates and Portal External Users and External Roles
- [Portal content](https://help.planhat.com/en/articles/12500723-portal-content.md): You can create Sections and Pages for Portals via the Portal Manager, or in Home and then share to Portals using your choice of method
- [Portal Templates](https://help.planhat.com/en/articles/12460199-portal-templates.md): Learn how to create and manage Portal Templates in the Portal Manager
- [Portal Manager - External Roles and External Users](https://help.planhat.com/en/articles/12471177-portal-manager-external-roles-and-external-users.md): Learn how to set permissions for External Roles and manage External Users in the Portal Manager
- [How to create a Portal for a Company](https://help.planhat.com/en/articles/12606497-how-to-create-a-portal-for-a-company.md): The simple steps to generate \(and populate\) a Portal for a customer or prospect
- [How to share data records to a Portal](https://help.planhat.com/en/articles/12608111-how-to-share-data-records-to-a-portal.md): Choose which records from your Planhat app to display in Portals
- [Adding and managing Portal users](https://help.planhat.com/en/articles/12613878-adding-and-managing-portal-users.md): Learn how to add and edit the External Users and Internal Users of a Portal
- [How to manually add a Workflow to a Portal](https://help.planhat.com/en/articles/13886405-how-to-manually-add-a-workflow-to-a-portal.md): Learn about adding a Project Workflow to a Company's Portal
- [Advanced setup for Workflows in Portals](https://help.planhat.com/en/articles/13916776-advanced-setup-for-workflows-in-portals.md): How to automatically add Workflows to Portals, and automatically assign External Users as task step owners
- [Files \(attachments\) in Portals](https://help.planhat.com/en/articles/12818516-files-attachments-in-portals.md): Learn how to add files to Portals, and which permissions are needed to give External Roles access
- [Share Portals with your customers from within your own application](https://help.planhat.com/en/articles/12918981-share-portals-with-your-customers-from-within-your-own-application.md): How to display and share your customer portals as a one-click solution inside your own app
- [Portal FAQs](https://help.planhat.com/en/articles/12973946-portal-faqs.md): If you have questions about Portals, this article will help answer them

## Workflows \(Playbooks\)

- [Workflows overview](https://help.planhat.com/en/articles/9587102-workflows-overview.md): An overview of Workflows - Projects and Sequences
- [Workflows - illustrated examples](https://help.planhat.com/en/articles/9590713-workflows-illustrated-examples.md): Here we show a couple of typical examples of Projects and Sequences
- [Workflow structure: groups, steps and step details](https://help.planhat.com/en/articles/9587038-workflow-structure-groups-steps-and-step-details.md): Learn the component parts \(levels\) of Workflows
- [Creating Workflow Templates](https://help.planhat.com/en/articles/9587339-creating-workflow-templates.md): This article takes you through the practical steps of how to build a Workflow Template
- [Scheduling your Workflows](https://help.planhat.com/en/articles/9587112-scheduling-your-workflows.md): How to configure your Workflow Templates to determine if and when steps take place
- [Workflow step timings](https://help.planhat.com/en/articles/9587062-workflow-step-timings.md): 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 dependencies](https://help.planhat.com/en/articles/9587115-workflow-step-dependencies.md): 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 conditions](https://help.planhat.com/en/articles/9587040-workflow-conditions.md): You can set conditions to control if/when Workflow steps occur - on the whole Workflow \(entry/exit conditions\), on groups, and on steps
- [Workflow entry and exit criteria](https://help.planhat.com/en/articles/9587237-workflow-entry-and-exit-criteria.md): 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 group conditions](https://help.planhat.com/en/articles/9587258-workflow-group-conditions.md): Learn why and how to use group conditions to automatically activate \(and potentially deactivate\) groups of steps in a Workflow
- [Workflow step conditions](https://help.planhat.com/en/articles/9587161-workflow-step-conditions.md): Learn how and why to set conditions on specific steps, to determine if/when they are activated in a particular Workflow
- [Manually applying a Workflow Template](https://help.planhat.com/en/articles/9587116-manually-applying-a-workflow-template.md): Workflow Templates can be automatically applied via Workflow entry criteria, but you can also apply them manually - this article explains how
- [Viewing and using Workflows](https://help.planhat.com/en/articles/9587113-viewing-and-using-workflows.md): A practical guide to places within Planhat where you can see and interact with Workflows
- [Workflows - task step dependencies - overview](https://help.planhat.com/en/articles/14812194-workflows-task-step-dependencies-overview.md): We summarize key features and updates \(from spring 2026\) related to task step dependencies in Workflows - designed for project management

## Planhat Service Automation \(PSA\)

- [PSA releases 2026 - resource allocation and Gantt](https://help.planhat.com/en/articles/15203150-psa-releases-2026-resource-allocation-and-gantt.md): Planhat includes a range of functionality for forecasting upcoming time/work and User capacity
- [Scheduled Time data model](https://help.planhat.com/en/articles/15261502-scheduled-time-data-model.md): The Scheduled Time model is used for recording forecasted time - work to be done - for project planning and resource allocation
- [Scheduled Time in Workflow Templates](https://help.planhat.com/en/articles/15460792-scheduled-time-in-workflow-templates.md): You can add Scheduled Time in Workflow Templates to either Task steps or the whole Workflow. This means time is automatically booked in when a Workflow Template is applied and a Workflow is created
- ["Resource Allocation" System Report Page](https://help.planhat.com/en/articles/15223715-resource-allocation-system-report-page.md): It's easy to assign the right User to upcoming work \(Scheduled Time\) using the "Resource Allocation" Page; you can even use this Page type to assign Users to Work Roles
- [Utilization Tables](https://help.planhat.com/en/articles/10601999-utilization-tables.md): Use Utilization Tables to analyze how planned or logged time compares to time available \(i.e. visualize capacity\), for Planhat Users and for Teams
- [PSA releases 2025 - time tracking](https://help.planhat.com/en/articles/10550959-psa-releases-2025-time-tracking.md): Although Planhat's extensive "core" functionality can be used in Service Delivery, there are additional features specially designed for time tracking
- [Time Entry data model](https://help.planhat.com/en/articles/10559032-time-entry-data-model.md): The Time Entry model is used in Service Delivery to log how you have spent your time \(e.g. 2 hours on March 5th working on Project X\)
- [Timesheet data model](https://help.planhat.com/en/articles/10576193-timesheet-data-model.md): Each Timesheet is a collection of Time Entries logged by a User for a week. It's easy for Managers to review and approve Timesheets
- ["Timesheets" Home feature](https://help.planhat.com/en/articles/10599817-timesheets-home-feature.md): Learn how to create Time Entries \(log time\) in bulk, and create \(submit\) Timesheets
- [Time tracking for Users](https://help.planhat.com/en/articles/10587323-time-tracking-for-users.md): Learn about specialist PSA time-tracking functionality in Planhat, from the perspective of Individual Contributors \(ICs\) tracking their time
- [Time tracking for Managers](https://help.planhat.com/en/articles/10592702-time-tracking-for-managers.md): Learn about specialist PSA time-tracking functionality in Planhat, from the perspective of Managers
- [Time tracking for Admins](https://help.planhat.com/en/articles/10593864-time-tracking-for-admins.md): In this article, we discuss the tenant setup steps to use specialist PSA time-tracking functionality
- [Work Roles overview](https://help.planhat.com/en/articles/15972894-work-roles-overview.md): Use Work Roles in Workflow Templates to assign ownership of work based on job/department \(e.g. Project Manager\) rather than relation to the Company
- [Work Roles - technical deep-dive](https://help.planhat.com/en/articles/15985192-work-roles-technical-deep-dive.md): Work Role permissions, Billing Rate and Cost Rate, how to view the Work Role tab/column, Work Roles in Resource Allocation, and more

## Revenue

- [Revenue overview](https://help.planhat.com/en/articles/13106434-revenue-overview.md): A summary of Planhat revenue features - whether you're new to Planhat or want to learn about changes introduced in early 2026
- [Revenue: Deal data model](https://help.planhat.com/en/articles/13367771-revenue-deal-data-model.md): Learn all about Deals in Planhat's revenue data structure, introduced in early 2026
- [Revenue: Line Item data model](https://help.planhat.com/en/articles/13368035-revenue-line-item-data-model.md): Learn all about Line Items \(Subscriptions and Fees\) in Planhat's revenue data structure, introduced in early 2026
- [Revenue: Product data model](https://help.planhat.com/en/articles/13368066-revenue-product-data-model.md): Learn all about Products \(and the Product Catalog\) in Planhat's revenue data structure, introduced in early 2026
- [Revenue: opening and closing a Deal](https://help.planhat.com/en/articles/13544351-revenue-opening-and-closing-a-deal.md): Learn how to manually create/add a new open Deal, and then close it once the revenue is confirmed
- [Revenue: Deal pipelines](https://help.planhat.com/en/articles/13376268-revenue-deal-pipelines.md): Learn how to set up pipelines and progress Deals between stages
- [Revenue: renewals processes](https://help.planhat.com/en/articles/13376119-revenue-renewals-processes.md): You can create a renewal Deal from an existing Deal or specific Line Items. Set up and follow a renewals pipeline if desired
- [Revenue: forecasting processes](https://help.planhat.com/en/articles/13376140-revenue-forecasting-processes.md): You can forecast based on Line Items of "Closed Won" Deals, or based on "Open" Deals
- [Revenue reporting: what's new in early 2026](https://help.planhat.com/en/articles/13490576-revenue-reporting-what-s-new-in-early-2026.md): You can now filter on Deal, Line Item and/or Product, and you can forecast based on "Open" or "Closed Won" Deals and your choice of fields
- [Revenue sync in Planhat CRM integrations](https://help.planhat.com/en/articles/13145924-revenue-sync-in-planhat-crm-integrations.md): How to sync Deals, Line Items and Products between Planhat and Salesforce or HubSpot
- [Revenue System Report Pages in further detail](https://help.planhat.com/en/articles/9586960-revenue-system-report-pages-in-further-detail.md): Planhat is a powerful tool providing insights into key SaaS metrics such as Recurring Revenue \(ARR/MRR\), Net Revenue Retention & Churn
- [Revenue Case Study](https://help.planhat.com/en/articles/9587162-revenue-case-study.md): Strict settings, and Spikes
- [Settings in Revenue Pages](https://help.planhat.com/en/articles/9587280-settings-in-revenue-pages.md): A thorough look at the settings available in System Reports for revenue
- [Non-Recurring Revenue - Sales](https://help.planhat.com/en/articles/9587333-non-recurring-revenue-sales.md): Record your NRR/Sale data in Planhat and produce reports using that data
- [Upgrades, downgrades, new business and churn](https://help.planhat.com/en/articles/9587267-upgrades-downgrades-new-business-and-churn.md): We go over what these metrics mean in the Renewal Rate System Report
- [Adding Currencies & Setting Up Historical Exchange Rates](https://help.planhat.com/en/articles/9587332-adding-currencies-setting-up-historical-exchange-rates.md): How to set up your currencies and exchange rates
- [FX Conversion Formulas](https://help.planhat.com/en/articles/9969403-fx-conversion-formulas.md)

## Global Tools and Home features

- [Global Tools for Planhat admins](https://help.planhat.com/en/articles/10091564-global-tools-for-planhat-admins.md): How to customize Planhat for your team - configure settings, manage custom fields, set up Integrations and Automations, and do so much more
- ["Data Model" Global Tool for admins](https://help.planhat.com/en/articles/10147373-data-model-global-tool-for-admins.md): Learn about managing data models via the "System Admin" menu
- [Global Tools for admins - "Workflows"](https://help.planhat.com/en/articles/10175384-global-tools-for-admins-workflows.md): Learn where to create and manage Workflow Templates
- [Global Tools for admins - "App Center"](https://help.planhat.com/en/articles/10165410-global-tools-for-admins-app-center.md): App Center is where you can configure Integrations and Automations, to sync data and act on it
- [Global Tools for admins - "Settings"](https://help.planhat.com/en/articles/10183936-global-tools-for-admins-settings.md): Learn about Settings in upgraded Planhat
- [Configuring Health Scores and Success Units in upgraded Planhat](https://help.planhat.com/en/articles/10045917-configuring-health-scores-and-success-units-in-upgraded-planhat.md): You can set up your Health Scores \(Health Profiles\) and Success Units in "Data" in the "Global Tools" menu - they are Company fields
- [Field Rules](https://help.planhat.com/en/articles/10261133-field-rules.md): Rules are a key part of field and record management, enabling you to lock or make mandatory your choice of fields, or make records undeletable, based on conditions you configure
- [Home Templates and Roles](https://help.planhat.com/en/articles/10118439-home-templates-and-roles.md): How to customize Planhat "from the top down" for groups of Users via Home Templates and Roles - personalization and permissions
- [An introduction to Profiles/Previews](https://help.planhat.com/en/articles/10191241-an-introduction-to-profiles-previews.md): Learn about Profiles in upgraded Planhat \(ws.planhat.com\), including Full-Page Profiles and Previews
- [Previews](https://help.planhat.com/en/articles/10191842-previews.md): Learn more about what Previews are, and how and why to customize them
- [An introduction to Full-Page Profiles](https://help.planhat.com/en/articles/10199767-an-introduction-to-full-page-profiles.md): Full-Page Profiles are perfect for viewing all key data for one specific customer at a time
- [Custom Company Full-Page Profile Templates](https://help.planhat.com/en/articles/10201905-custom-company-full-page-profile-templates.md): Learn how to customize the layout of Company Full-Page Profiles to suit different types of Company or Planhat User \(viewer\)
- [Field Groups](https://help.planhat.com/en/articles/10206501-field-groups.md): You use Field Groups to organize and prioritize fields in Previews and Full-Page Profiles
- [Configuring which Preview/Profile Template is applied](https://help.planhat.com/en/articles/10209995-configuring-which-preview-profile-template-is-applied.md): How to determine which layout is used, via criteria \(conditions\) and positioning
- [Custom Profile Pages - Profile Page Templates](https://help.planhat.com/en/articles/10214046-custom-profile-pages-profile-page-templates.md): How to create, manage and apply Custom Pages for Company Full-Page Profiles \("Profile Page Templates"\)
- [How to customize a Create Form](https://help.planhat.com/en/articles/11659577-how-to-customize-a-create-form.md): How to customize the fields shown when creating a new record of a data model
- [Data model permissions](https://help.planhat.com/en/articles/10358702-data-model-permissions.md): Learn how to configure permissions in Roles for both standard and internal data models
- [Workflow permissions](https://help.planhat.com/en/articles/10398687-workflow-permissions.md): Learn how to configure each Role's access to a variety of features
- [Portfolio permissions](https://help.planhat.com/en/articles/10450887-portfolio-permissions.md): Learn how to set Company data access levels within Roles
- [Global Tools for general Planhat users](https://help.planhat.com/en/articles/10097529-global-tools-for-general-planhat-users.md): Learn about features in the top gray bar of your Planhat tenant - Federated Search, History, Help, and your personal account
- [Federated Search](https://help.planhat.com/en/articles/10257154-federated-search.md): Use this super-powered search to find everything relevant from across your Planhat tenant - plus some additional tools live here too
- [History](https://help.planhat.com/en/articles/10184758-history.md): Click the clock symbol to see what you have been looking at in Planhat, and quickly jump back to any item within your History
- [Help](https://help.planhat.com/en/articles/10184789-help.md): "Help" is one of the Global Tools for general Planhat users, accessed via the question mark symbol in the top gray bar of your tenant
- [Home features for general Planhat users](https://help.planhat.com/en/articles/10096633-home-features-for-general-planhat-users.md): Get an overview of Data Explorer, Calendar, Notifications and Email Manager
- [Data Explorer](https://help.planhat.com/en/articles/10037966-data-explorer.md): Learn how you can create temporary visualizations of your data in the "Dataset" and "Time-series" tabs
- [Calendar](https://help.planhat.com/en/articles/10126664-calendar.md): View and manage your Company-related Tasks in "Calendar" within your Home
- [Notifications](https://help.planhat.com/en/articles/10131521-notifications.md): Learn how to customize and view notifications in Planhat - never miss an important data change again!
- [Email Manager](https://help.planhat.com/en/articles/10138074-email-manager.md): Manage your outgoing emails, unassigned emails and drafts

## Content - Pages etc.

- [Organizing content: Pages, Sections and Libraries](https://help.planhat.com/en/articles/10102778-organizing-content-pages-sections-and-libraries.md): Learn about the structure/hierarchy of content in upgraded Planhat \(ws.planhat.com\): Pages, Sections \(including Views\) and Libraries
- [Content Explorer](https://help.planhat.com/en/articles/10155043-content-explorer.md): Use Content Explorer to view Sections/Pages and customize your Home
- [Sharing content](https://help.planhat.com/en/articles/10222223-sharing-content.md): Learn how you can control access to different Pages/Sections/Libraries, as a way to customize your Planhat tenant for different Users
- [Promoting content](https://help.planhat.com/en/articles/10234922-promoting-content.md): Learn how to "promote" Sections to teammates, and how to view Sections promoted to you
- [Libraries](https://help.planhat.com/en/articles/10308527-libraries.md): Libraries are a way you can categorize and verify content
- [Page types in upgraded Planhat](https://help.planhat.com/en/articles/10102923-page-types-in-upgraded-planhat.md): Learn about all the different Page types - Document, Dashboard, Data Table, Inbox and more! We cover what they are, and typical use cases
- [Displaying text data in tables - Data Table, Grouped List and Board Pages](https://help.planhat.com/en/articles/10063611-displaying-text-data-in-tables-data-table-grouped-list-and-board-pages.md): Learn about Data Table, Grouped List and Board Page types - when to use them, and how to create and customize them
- [Graphically displaying data - Dashboard and Presentation Pages](https://help.planhat.com/en/articles/10067346-graphically-displaying-data-dashboard-and-presentation-pages.md): Learn about the Page types in upgraded Planhat where you can create reports with a wide variety of charts to analyze and display your data
- [Document Pages](https://help.planhat.com/en/articles/10085960-document-pages.md): Use Document Pages for team info or your own personal notes, located in Planhat where you're working - or create documents for customers
- [Inbox Pages](https://help.planhat.com/en/articles/10072945-inbox-pages.md): Use Inbox Pages to display Conversations \(e.g. emails or tickets\) for multiple Companies at once. Apply filters to customize your Inbox
- [System Reports: Pages for revenue](https://help.planhat.com/en/articles/10315751-system-reports-pages-for-revenue.md): Planhat includes a range of specialist "System Reports" for revenue data - to analyze your renewals, invoices and more
- [Importing Pages from the original platform into upgraded Planhat](https://help.planhat.com/en/articles/10242930-importing-pages-from-the-original-platform-into-upgraded-planhat.md): Pages from app.planhat.com can be used in ws.planhat.com, with some simple modifications
- [Visualising data: a charting crash course](https://help.planhat.com/en/articles/9587032-visualising-data-a-charting-crash-course.md): How to create great charts in Planhat
- [Pages and Dashboards: Different Chart Types](https://help.planhat.com/en/articles/9587336-pages-and-dashboards-different-chart-types.md): Everything you need to know about chart types in Pages
- [Gauge Charts](https://help.planhat.com/en/articles/9921634-gauge-charts.md)
- [Pie and Doughnut Charts](https://help.planhat.com/en/articles/9915394-pie-and-doughnut-charts.md)
- [Radar Charts](https://help.planhat.com/en/articles/9921174-radar-charts.md)
- [KPI Widgets](https://help.planhat.com/en/articles/9587205-kpi-widgets.md)
- [Table widgets](https://help.planhat.com/en/articles/9590708-table-widgets.md): An overview of the different table charts, incl. static table, live data table, metric table, matrix chart, top list and top bar.
- [Metric Tables](https://help.planhat.com/en/articles/9930066-metric-tables.md)
- [Matrix Charts](https://help.planhat.com/en/articles/9924860-matrix-charts.md)
- [Top List Tables](https://help.planhat.com/en/articles/9943647-top-list-tables.md)
- [Top List Bar Charts](https://help.planhat.com/en/articles/9947329-top-list-bar-charts.md)
- [Vertical and Horizontal Single Bar Charts](https://help.planhat.com/en/articles/9948187-vertical-and-horizontal-single-bar-charts.md)
- [Vertical Stacked Bar Charts](https://help.planhat.com/en/articles/9953337-vertical-stacked-bar-charts.md)
- [Vertical and Horizontal Multi Bar Charts](https://help.planhat.com/en/articles/9952425-vertical-and-horizontal-multi-bar-charts.md)
- [Trend charts: Cohort & Time-series charts](https://help.planhat.com/en/articles/9587147-trend-charts-cohort-time-series-charts.md): Deep dive into two trend charts: cohort charts and time-series charts
- [Stacked Time Series Bar Chart - tracking numeric buckets over time](https://help.planhat.com/en/articles/9587281-stacked-time-series-bar-chart-tracking-numeric-buckets-over-time.md): Compare how your portfolio is composed on a metric over time
- [Trend charts to compare: Face/Off charts](https://help.planhat.com/en/articles/9587003-trend-charts-to-compare-face-off-charts.md)
- [Face/Off Chart - drilling down into Metrics](https://help.planhat.com/en/articles/9586971-face-off-chart-drilling-down-into-metrics.md): Compare how different segments perform on a metric over time
- [Face/Off Chart - which style to choose?](https://help.planhat.com/en/articles/9587125-face-off-chart-which-style-to-choose.md): Time Series Line or Stacked Time Series Bar?
- [Funnel Charts](https://help.planhat.com/en/articles/10523018-funnel-charts.md): You can use Funnel Charts to analyze sequential processes, displaying conversion rates and time spent in each step
- [Bubble Chart](https://help.planhat.com/en/articles/9587268-bubble-chart.md): The Bubble Chart enables you to compare and contrast different metrics in real time to gain greater insight into your portfolio
- [Is there a way to change the revenue metrics shown in the Bubble Chart when you mouse over a Company bubble?](https://help.planhat.com/en/articles/9587273-is-there-a-way-to-change-the-revenue-metrics-shown-in-the-bubble-chart-when-you-mouse-over-a-company-bubble.md): How to change the metrics you see when you hover over a Company on the Bubble Chart in Planhat
- [Date Slicers](https://help.planhat.com/en/articles/10511690-date-slicers.md): Slicers are a specialist type of dynamic date filter that you can apply to multiple charts in a Page at once, to visualize changes over time
- [Page design: display your data in a clear and engaging way](https://help.planhat.com/en/articles/9587207-page-design-display-your-data-in-a-clear-and-engaging-way.md): Learn how to display your data in a clear and engaging way
- [Share Pages with your team members using email](https://help.planhat.com/en/articles/9586975-share-pages-with-your-team-members-using-email.md): How to share Pages with your colleagues via emailed PDFs, either as one-off or recurring

## Email and calendar

- [Syncing emails with Planhat](https://help.planhat.com/en/articles/9587294-syncing-emails-with-planhat.md): How to set up your email sync with Planhat
- [Setting up the Gmail/Outlook and Google Calendar integrations](https://help.planhat.com/en/articles/9586987-setting-up-the-gmail-outlook-and-google-calendar-integrations.md): Use Planhat's integration with Gmail/Outlook and Google Calendar to sync customer emails and upcoming meetings
- [Google/Outlook Calendar Integration](https://help.planhat.com/en/articles/9587107-google-outlook-calendar-integration.md): Everything you need to know about Planhat's Google/Outlook Calendar integration
- [Planhat / Outlook Integration](https://help.planhat.com/en/articles/9587326-planhat-outlook-integration.md)
- [Google Calendar Troubleshooting Guide](https://help.planhat.com/en/articles/9587164-google-calendar-troubleshooting-guide.md): If you're missing events in Planhat, then you have come to the right place!
- [Troubleshooting Email \(Google or Outlook\) Syncing](https://help.planhat.com/en/articles/9587006-troubleshooting-email-google-or-outlook-syncing.md): If you've synced your email with Planhat, but your emails are not syncing, then it could be one of the following reasons
- [Centralized Connect for Gmail/Outlook](https://help.planhat.com/en/articles/12901137-centralized-connect-for-gmail-outlook.md): How to connect the email \(and calendar\) accounts of multiple Users at once, rather than each person connecting their account individually
- [Default synced email labels/folders](https://help.planhat.com/en/articles/12932767-default-synced-email-labels-folders.md): You can configure Planhat to automatically sync \(or stop syncing\) certain emails for all Users
- [Public Email Account Usage](https://help.planhat.com/en/articles/9587230-public-email-account-usage.md): The power of public email accounts and how to set them up in Planhat
- [Matching incoming emails with Companies](https://help.planhat.com/en/articles/9587029-matching-incoming-emails-with-companies.md): Emails are automatically linked to Companies where possible, and you can influence this process
- [Matching calendar events with Companies](https://help.planhat.com/en/articles/15807547-matching-calendar-events-with-companies.md): Each synced event is automatically linked to a relevant Company, and you can influence this process
- [Email sync: tenant filter settings](https://help.planhat.com/en/articles/9586976-email-sync-tenant-filter-settings.md): You can configure a range of settings in your Planhat tenant to exclude certain emails, to help keep your tenant tidy and your data secure
- [Setting up and working with Email Automation Provider functionality](https://help.planhat.com/en/articles/9587249-setting-up-and-working-with-email-automation-provider-functionality.md): Previously called Transactional Emails
- [How to Send Emails From Planhat](https://help.planhat.com/en/articles/9587253-how-to-send-emails-from-planhat.md): Learn how to send single or bulk emails to a specific audience via Planhat
- [How to Schedule Emails](https://help.planhat.com/en/articles/9587209-how-to-schedule-emails.md): Learn how to schedule emails to be sent at a future date
- [Bulk Emails and Signatures](https://help.planhat.com/en/articles/9587089-bulk-emails-and-signatures.md): How to display an email signature when sending bulk emails
- [Why are bulk emails not being sent?](https://help.planhat.com/en/articles/9587140-why-are-bulk-emails-not-being-sent.md): Learn about bulk email behaviour from sending automated campaigns, outreach and NPS survey
- [How to Replace Email Hyperlink With Text \(MailTo:\)](https://help.planhat.com/en/articles/9587218-how-to-replace-email-hyperlink-with-text-mailto.md)
- [Why are different customer emails displaying in the same email thread?](https://help.planhat.com/en/articles/9587043-why-are-different-customer-emails-displaying-in-the-same-email-thread.md): If you see that emails to different customers are showing up in the same thread, read this article to help you figure out why that might be.
- [Where do undelivered emails sent from Planhat end up?](https://help.planhat.com/en/articles/9587111-where-do-undelivered-emails-sent-from-planhat-end-up.md): Scenarios related to emails sent, e.g., "waiting for approval", bounce, etc.
- [If I delete an email in my email inbox, will it stay in Planhat?](https://help.planhat.com/en/articles/9587134-if-i-delete-an-email-in-my-email-inbox-will-it-stay-in-planhat.md): Planhat syncs your customer email communications and allows you to keep a history of them - all in one location
- [Does Planhat sync forwarded emails?](https://help.planhat.com/en/articles/9587172-does-planhat-sync-forwarded-emails.md): Forwarding an internal email \(@mycompany.com\)
- [If I add a new End-User into Planhat will their historical emails sync automatically?](https://help.planhat.com/en/articles/9587194-if-i-add-a-new-end-user-into-planhat-will-their-historical-emails-sync-automatically.md)
- [What SMTPs can Planhat connect with?](https://help.planhat.com/en/articles/9586981-what-smtps-can-planhat-connect-with.md): Email, SMTP, self-hosted servers
- [Using Merge Tags in Planhat Emails](https://help.planhat.com/en/articles/9587128-using-merge-tags-in-planhat-emails.md): When you're using email templates in Planhat, you can use merge tags to automatically customize each email
- [Email templates](https://help.planhat.com/en/articles/9587106-email-templates.md): Everything you need to know about Planhat's email templates
- [Why emails land in "Outgoing - need action"](https://help.planhat.com/en/articles/9587048-why-emails-land-in-outgoing-need-action.md): Scenarios related to emails landing in the "Outgoing - need action" folder
- [Personal email limits](https://help.planhat.com/en/articles/9590750-personal-email-limits.md): Settings and limits for personal email sendouts \(Gmail/Outlook\)
- [Comparison and FAQ: email functionalities in Planhat](https://help.planhat.com/en/articles/16892389-comparison-and-faq-email-functionalities-in-planhat.md): This article explains the three choices behind every email Planhat sends, how they combine, and which setup to choose for common use cases
- [An overview of Planhat marketing emails and the Sendout model](https://help.planhat.com/en/articles/11598932-an-overview-of-planhat-marketing-emails-and-the-sendout-model.md): Planhat marketing emails enable you to meet regulatory requirements while improving the performance of your large-scale email communications
- [Marketing emails and the Sendout model - permissions and settings](https://help.planhat.com/en/articles/11635364-marketing-emails-and-the-sendout-model-permissions-and-settings.md): Follow these setup steps to enable "marketing emails" in your Planhat tenant
- [Sending and receiving marketing emails](https://help.planhat.com/en/articles/11635373-sending-and-receiving-marketing-emails.md): Use a simple toggle switch to make an email a "marketing email", with unsubscribe options automatically included
- [Analyzing marketing emails via the Sendout model](https://help.planhat.com/en/articles/11635383-analyzing-marketing-emails-via-the-sendout-model.md): The details of your marketing emails are recorded in the Sendout model, enabling you to monitor and review your email campaigns
- [An overview of email engagement tracking](https://help.planhat.com/en/articles/9587245-an-overview-of-email-engagement-tracking.md): Learn about Planhat's email analytics functionality
- [Email engagement tracking - technical details](https://help.planhat.com/en/articles/11695934-email-engagement-tracking-technical-details.md): If you've read our overview article, this article provides further technical details on how email engagement is tracked in Planhat
- [How to set up email engagement tracking](https://help.planhat.com/en/articles/11695836-how-to-set-up-email-engagement-tracking.md): Learn about permissions and settings related to email engagement tracking
- [Visualizing and analyzing email engagement tracking data](https://help.planhat.com/en/articles/11695816-visualizing-and-analyzing-email-engagement-tracking-data.md): How to use email analytics data to group/monitor emails and track trends
- [Email engagement tracking notifications](https://help.planhat.com/en/articles/11695806-email-engagement-tracking-notifications.md): It's easy to set up notifications related to email engagement tracking, so you can stay informed about the performance of your emails
- [Email engagement tracking in Sequence Workflows](https://help.planhat.com/en/articles/11695878-email-engagement-tracking-in-sequence-workflows.md): Learn ways you can configure Sequences to stop sending emails once a reply is received

## Data - CRM and time-series

- [How to think about data in Planhat](https://help.planhat.com/en/articles/9587220-how-to-think-about-data-in-planhat.md): Tips on how to consider data structure and relationships in Planhat
- [Data Models](https://help.planhat.com/en/articles/9587119-data-models.md): A summary of the different data models in Planhat, their distinct personalities and how to think about them
- [Renaming Models](https://help.planhat.com/en/articles/9587210-renaming-models.md): Rename models in the UI to make Planhat speak your language
- [Campaign, Workspace and Objective models](https://help.planhat.com/en/articles/9587347-campaign-workspace-and-objective-models.md): Three models for even deeper customer work
- [Working with Assets and Projects](https://help.planhat.com/en/articles/9587091-working-with-assets-and-projects.md): Data models in Planhat to help you handle complex use cases of additional attributes for your customers
- [Working with Invoices](https://help.planhat.com/en/articles/9581434-working-with-invoices.md)
- [Working with Licenses](https://help.planhat.com/en/articles/9587169-working-with-licenses.md): Learn about how licenses / subscriptions work in Planhat
- [Working with Opportunities](https://help.planhat.com/en/articles/9587232-working-with-opportunities.md): Learn how to create sales stages, add opportunities, manage your sales pipeline and much more!
- [How to use Group Structures](https://help.planhat.com/en/articles/9587190-how-to-use-group-structures.md)
- [How to Bulk Assign Owners and Co-Owners to Multiple Companies](https://help.planhat.com/en/articles/9586963-how-to-bulk-assign-owners-and-co-owners-to-multiple-companies.md): How to Assign an Owner or Co-Owner to Multiple Companies
- [Data Model: Company](https://help.planhat.com/en/articles/11642848-data-model-company.md)
- [Data Model: End User](https://help.planhat.com/en/articles/11642879-data-model-end-user.md)
- [Data Model: User](https://help.planhat.com/en/articles/11642885-data-model-user.md)
- [Data Model: License](https://help.planhat.com/en/articles/11642904-data-model-license.md)
- [Data Model: Opportunity](https://help.planhat.com/en/articles/11635277-data-model-opportunity.md)
- [Data Model: Sale](https://help.planhat.com/en/articles/11635361-data-model-sale.md)
- [Data Model: Invoice](https://help.planhat.com/en/articles/11635374-data-model-invoice.md)
- [Data Model: Churn](https://help.planhat.com/en/articles/11635388-data-model-churn.md)
- [Data Model: Task](https://help.planhat.com/en/articles/11642917-data-model-task.md)
- [Data Model: Conversation](https://help.planhat.com/en/articles/11642947-data-model-conversation.md)
- [Data Model: Workflow](https://help.planhat.com/en/articles/11635398-data-model-workflow.md)
- [Data Model: Time Entry](https://help.planhat.com/en/articles/11635410-data-model-time-entry.md)
- [Data Model: Timesheet](https://help.planhat.com/en/articles/11635418-data-model-timesheet.md)
- [Data Model: Issue](https://help.planhat.com/en/articles/11635443-data-model-issue.md)
- [Data Model: NPS](https://help.planhat.com/en/articles/11635463-data-model-nps.md)
- [Data Model: Asset](https://help.planhat.com/en/articles/11649037-data-model-asset.md)
- [Data Model: Project](https://help.planhat.com/en/articles/11649450-data-model-project.md)
- [Data Model: Objective](https://help.planhat.com/en/articles/11635483-data-model-objective.md)
- [Custom Models Overview](https://help.planhat.com/en/articles/15842074-custom-models-overview.md): Everything related to custom models
- [Creating and Managing Custom Models](https://help.planhat.com/en/articles/15842400-creating-and-managing-custom-models.md): Define your own data models in Planhat - their fields, associations, keyables, and permissions
- [Custom Associations](https://help.planhat.com/en/articles/15846479-custom-associations.md): How records on one model reference records on another, and when to reach for a junction model.
- [Joined Tables](https://help.planhat.com/en/articles/15858998-joined-tables.md): Show a value from a related record as a column in a data table.
- [Custom Keyables](https://help.planhat.com/en/articles/16096172-custom-keyables.md)
- [Custom Fields and their Types](https://help.planhat.com/en/articles/9589454-custom-fields-and-their-types.md): How to add and use the different field types found in Planhat
- [How to Create Custom Fields](https://help.planhat.com/en/articles/9587045-how-to-create-custom-fields.md): Learn how to create your very own custom fields in Planhat
- [Conditional Colouring](https://help.planhat.com/en/articles/9587160-conditional-colouring.md): Colour fields conditionally for at-a-glance action
- [Data sync of rich text fields](https://help.planhat.com/en/articles/9587096-data-sync-of-rich-text-fields.md)
- [Field History](https://help.planhat.com/en/articles/9587167-field-history.md): Right-click fields to see their change history
- [Field Trace](https://help.planhat.com/en/articles/9587056-field-trace.md): See where your fields are being used
- [Bulk Update Fields](https://help.planhat.com/en/articles/9587086-bulk-update-fields.md): Bulk update fields in Data Explorer by selecting the records and then "Set Field"
- [Formula Fields Overview](https://help.planhat.com/en/articles/9586968-formula-fields-overview.md): A brief introduction to understanding what Formula Fields are and how they work.
- [How to build Formula Fields](https://help.planhat.com/en/articles/9587026-how-to-build-formula-fields.md)
- [Formula Field Examples](https://help.planhat.com/en/articles/9586965-formula-field-examples.md)
- [Troubleshooting Formula Fields](https://help.planhat.com/en/articles/9586953-troubleshooting-formula-fields.md)
- [URL Formula Fields](https://help.planhat.com/en/articles/11539891-url-formula-fields.md): Use URL Formula Fields to create dynamic links in Planhat
- [Success Units](https://help.planhat.com/en/articles/9587132-success-units.md): Planhat allows you to track the adoption of each of the features, modules, and products you offer
- [Conversation Types](https://help.planhat.com/en/articles/9587095-conversation-types.md): Learn how to create custom Conversation Types in Planhat
- [Lifecycle Phases](https://help.planhat.com/en/articles/9587109-lifecycle-phases.md): Learn how to customize Company "Lifecycle Phases" in upgraded Planhat, and why Phases are useful in customer/prospect management
- [Logging and tracking reasons for Churn](https://help.planhat.com/en/articles/9587088-logging-and-tracking-reasons-for-churn.md): Learn how to log churn and how to use the Churn data model
- [Designing and Building Filters](https://help.planhat.com/en/articles/9590697-designing-and-building-filters.md): How to use filters and what you can achieve with them
- [Ways to Segment Your Customers in Planhat](https://help.planhat.com/en/articles/9587184-ways-to-segment-your-customers-in-planhat.md): Not all of your customers are going to have the same needs, or offer the same value. That's where customer segmentation comes in.
- ["Top/Bottom List" Filters](https://help.planhat.com/en/articles/9587256-top-bottom-list-filters.md): Filter the "top n" or "bottom n" entries by metrics and numeric fields
- [How to use the “Before \(Days Ago\)” and "After \(Days Ago\)" Filter Options in Planhat](https://help.planhat.com/en/articles/9587158-how-to-use-the-before-days-ago-and-after-days-ago-filter-options-in-planhat.md): Learn how to use the “Before \(Days Ago\)” and "After \(Days Ago\)" filter options in Planhat
- [How to use the "filter lock" feature](https://help.planhat.com/en/articles/9587157-how-to-use-the-filter-lock-feature.md)
- [Metrics Overview](https://help.planhat.com/en/articles/9587297-metrics-overview.md): An introduction to time series data in Planhat: how to add, organise and manage time-series data
- [Metrics: System Metrics](https://help.planhat.com/en/articles/9590701-metrics-system-metrics.md)
- [Metrics: Custom Metrics and User Activities](https://help.planhat.com/en/articles/9581427-metrics-custom-metrics-and-user-activities.md): Understand the basics of usage and calculated metrics work in Planhat
- [Metrics: Calculated Metrics](https://help.planhat.com/en/articles/9587317-metrics-calculated-metrics.md): Everything you need to know about Calculated Metrics
- [Metrics: Calculated Metrics Use Cases](https://help.planhat.com/en/articles/9587189-metrics-calculated-metrics-use-cases.md): Examples of how you can use Calculated Metrics.
- [Calculated metrics: Overview & Concept](https://help.planhat.com/en/articles/9581429-calculated-metrics-overview-concept.md): The thinking behind Planhat's calculated metrics and using them to create custom KPIs.
- [Calculated Metrics: Technical Introduction](https://help.planhat.com/en/articles/9590739-calculated-metrics-technical-introduction.md): Deep-dive technical introduction, linking calculated metrics to the broader Planhat data structure
- [Calculated Metrics Inside Calculated Metrics](https://help.planhat.com/en/articles/9587057-calculated-metrics-inside-calculated-metrics.md): How to reference calculated metrics inside calculated metrics, unlocking a bunch of use cases
- [Naming Conventions for Calculated Metric Variables](https://help.planhat.com/en/articles/9587136-naming-conventions-for-calculated-metric-variables.md): How to use the system metrics, user metrics, activity data, and custom data on company profiles in calculated metrics
- [Metric Template Library](https://help.planhat.com/en/articles/9587100-metric-template-library.md)
- [Calculated Metric Library](https://help.planhat.com/en/articles/9587313-calculated-metric-library.md): Template formulas to use to solve common challenges in Customer Success
- [Calculated Metrics - examples](https://help.planhat.com/en/articles/9587041-calculated-metrics-examples.md): We provide you with examples of custom KPIs you can create with Planhat's calculated metrics.
- [Calculated Metrics: the SIGN Function](https://help.planhat.com/en/articles/9587350-calculated-metrics-the-sign-function.md): Using the SIGN function in calculated metrics
- [Calculated Metrics: the IF Function](https://help.planhat.com/en/articles/9587121-calculated-metrics-the-if-function.md): Using the IF function in calculated metrics
- [Custom Metrics: NULL vs. Zero Values](https://help.planhat.com/en/articles/9587120-custom-metrics-null-vs-zero-values.md): An Admin setting for how to treat "zero" values in custom metrics
- [Calculated Metrics: NULL vs. Zero Values](https://help.planhat.com/en/articles/9587208-calculated-metrics-null-vs-zero-values.md): Treat NULL values differently in calculated metrics, depending on your needs.
- [How to calculate the total number of a certain user activity](https://help.planhat.com/en/articles/9587133-how-to-calculate-the-total-number-of-a-certain-user-activity.md): Use a calculated metric to create segments, personas, and alerts based on certain activities
- [How to calculate number of End Users per Company](https://help.planhat.com/en/articles/9587044-how-to-calculate-number-of-end-users-per-company.md): How to use "number of users" in a calculated metric in Planhat

## Miscellaneous

- [Table preferences in upgraded Planhat](https://help.planhat.com/en/articles/10057893-table-preferences-in-upgraded-planhat.md): How to choose which columns are shown and in which order, and how to sort rows, when visualizing data in tables
- [Snippets](https://help.planhat.com/en/articles/9586995-snippets.md): Use simple commands to import text-templates into your notes and tasks
- [Conditional Fields, Success Units and Calculated Metrics](https://help.planhat.com/en/articles/9586996-conditional-fields-success-units-and-calculated-metrics.md): How to make Fields, Success Units and Calculated Metrics only show when you want them to!
- [The Logs Explorer](https://help.planhat.com/en/articles/9587163-the-logs-explorer.md): See all changes to all records, and their cause
- [Date and Time in Planhat](https://help.planhat.com/en/articles/9587266-date-and-time-in-planhat.md): How to use Date and DateTime \(Date Time\) fields
- [Switching Between Date and DateTime](https://help.planhat.com/en/articles/9587204-switching-between-date-and-datetime.md): A detailed guide to switching between Date and DateTime
- [Understanding the Difference Between Tasks and Conversations](https://help.planhat.com/en/articles/9899286-understanding-the-difference-between-tasks-and-conversations.md): Tasks and Conversations serve distinct but complementary purposes. Here's a breakdown of their differences.
- [Embedded videos in Tasks \(including in Workflows\), Issues, and more!](https://help.planhat.com/en/articles/9587126-embedded-videos-in-tasks-including-in-workflows-issues-and-more.md): Share user training in Workflow steps in Portals, ramp up team members quicker, and add extra information to Issues
- [Merging Data in Planhat](https://help.planhat.com/en/articles/9587002-merging-data-in-planhat.md): If you have duplicate data in Planhat, you can use some of our tools to merge those records
- [System Field Glossary](https://help.planhat.com/en/articles/9587345-system-field-glossary.md): Everything you need to know about system fields
- [Planhat's rich text editor](https://help.planhat.com/en/articles/9586986-planhat-s-rich-text-editor.md): Write notes, plans, presentation and documentation across the app
- [How to Recover Deleted Items in Planhat](https://help.planhat.com/en/articles/9587219-how-to-recover-deleted-items-in-planhat.md): Find out how to recover your deleted items in Planhat using the Trash Bin
- [How to Export Data from Planhat to Excel](https://help.planhat.com/en/articles/9587178-how-to-export-data-from-planhat-to-excel.md)
- [How a Planhat staff member \("Super Admin"\) can impersonate you \(a Planhat User\)](https://help.planhat.com/en/articles/9587124-how-a-planhat-staff-member-super-admin-can-impersonate-you-a-planhat-user.md): Learn about a way the Planhat team can help you, by viewing Planhat as you, with your consent
- [How you \(a Planhat User\) can impersonate another Planhat User](https://help.planhat.com/en/articles/14471251-how-you-a-planhat-user-can-impersonate-another-planhat-user.md): You can impersonate another User in your tenant \(a co-worker\) if your Role has the right permission - useful for troubleshooting and training
- [HTML Tags in Planhat](https://help.planhat.com/en/articles/9590742-html-tags-in-planhat.md): Supported HTML tags in Planhat and where you can use them
- [How Health is Calculated](https://help.planhat.com/en/articles/9590704-how-health-is-calculated.md): How the health score is calculated in Planhat
- [Set up your Health Score Profiles](https://help.planhat.com/en/articles/9587310-set-up-your-health-score-profiles.md): Everything you need to know about Planhat's Health Profiles
- [Setting Up Your Health Factors](https://help.planhat.com/en/articles/9587221-setting-up-your-health-factors.md): Tips and guidelines on selecting the impact of your Health Score factors
- [Health Scores: What You Can Include](https://help.planhat.com/en/articles/9587239-health-scores-what-you-can-include.md): Creating a Company Health Score can be a bit overwhelming. So, here are a few examples to help you get started creating yours.
- [Why does a Health Score factor have impact outside of a linear range?](https://help.planhat.com/en/articles/9587323-why-does-a-health-score-factor-have-impact-outside-of-a-linear-range.md): Learn more about the linear option from Health Factors
- [How can I see trending Health Scores in Planhat?](https://help.planhat.com/en/articles/9586988-how-can-i-see-trending-health-scores-in-planhat.md): Learn how to view your portfolio Health Scores over time
- [Desktop Notifications](https://help.planhat.com/en/articles/9587277-desktop-notifications.md): In order for you to receive Desktop Notifications, a few important steps need to be done within the browser prior to getting notified.
- [Task Management in Planhat](https://help.planhat.com/en/articles/9587262-task-management-in-planhat.md): Calendar View of Tasks, Status Field and more
- [Task Status field](https://help.planhat.com/en/articles/9587296-task-status-field.md)
- [Task "Start Date" and "Due Date"](https://help.planhat.com/en/articles/14021349-task-start-date-and-due-date.md): Tasks can have a duration - with a start time and end time - rather than just being a "single point in time" activity
- [Why can't I see any logged activities?](https://help.planhat.com/en/articles/9581435-why-can-t-i-see-any-logged-activities.md): Hidden activities in the company profile
- [What is a CSM Score?](https://help.planhat.com/en/articles/9587235-what-is-a-csm-score.md): What the CSM Score is and how it can be used
- [How to View Child Company Data on a Parent Company Profile](https://help.planhat.com/en/articles/9581432-how-to-view-child-company-data-on-a-parent-company-profile.md): Learn how to view your child company data on the parent company profile
- [How Do I Manually Add a Company or End-User?](https://help.planhat.com/en/articles/9587284-how-do-i-manually-add-a-company-or-end-user.md): A short guide on how to manually add a company into Planhat
- [How to create and use recurring Tasks in Planhat](https://help.planhat.com/en/articles/9587271-how-to-create-and-use-recurring-tasks-in-planhat.md): You can create a Task that repeats automatically in Planhat. Check this article out to learn how!
- [Why can't I save my Planned Activity?](https://help.planhat.com/en/articles/9587090-why-can-t-i-save-my-planned-activity.md)
- [What types of files can I upload to Planhat?](https://help.planhat.com/en/articles/9586990-what-types-of-files-can-i-upload-to-planhat.md): You are able to upload documents to a customer profile page. The list of all the approved document formats below.
- [How is the 9 week usage trend calculated?](https://help.planhat.com/en/articles/9587175-how-is-the-9-week-usage-trend-calculated.md): How Planhat calculates the 9 week usage trend on the Company Profile
- [How to Merge Companies](https://help.planhat.com/en/articles/9586993-how-to-merge-companies.md): How to merge Companies, and what happens to the data
- [Customer Status](https://help.planhat.com/en/articles/9586998-customer-status.md): What different Customer Statuses mean and how they are assigned/changed
- [Difference between logging a Company and a License as churned](https://help.planhat.com/en/articles/9581433-difference-between-logging-a-company-and-a-license-as-churned.md): 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
- [How to merge End Users](https://help.planhat.com/en/articles/9587050-how-to-merge-end-users.md)
- [What is the Primary field on the End User model?](https://help.planhat.com/en/articles/9587181-what-is-the-primary-field-on-the-end-user-model.md)
- [Featured End Users](https://help.planhat.com/en/articles/9587233-featured-end-users.md): What a featured user is in Planhat and how to create a featured user
- [Planhat Machine Learning \(ML\) features](https://help.planhat.com/en/articles/9587292-planhat-machine-learning-ml-features.md): Learn about "Deviations from Normal" Calculated Metrics and the End User Relevance Score
- [Removing and Archiving End Users](https://help.planhat.com/en/articles/9587286-removing-and-archiving-end-users.md)
- [How to unarchive End Users](https://help.planhat.com/en/articles/9590748-how-to-unarchive-end-users.md)
- [Why are some End Users not automatically being added to a Company?](https://help.planhat.com/en/articles/9587176-why-are-some-end-users-not-automatically-being-added-to-a-company.md)
- [Why do some active users have no activity data in Planhat?](https://help.planhat.com/en/articles/9586994-why-do-some-active-users-have-no-activity-data-in-planhat.md): When a Company does not have an external ID, it can cause some issues with user activity data. The fix is quick and simple!
- [Not all End Users sent over API get added to Planhat](https://help.planhat.com/en/articles/9586991-not-all-end-users-sent-over-api-get-added-to-planhat.md): Why some End Users are not being added to your Planhat app when sent over API
- [How can I generate a host password for an API request?](https://help.planhat.com/en/articles/9587046-how-can-i-generate-a-host-password-for-an-api-request.md): How to pass the authorization for API Personal Access Token
- [Where Can I Find My Tenant Token in Planhat?](https://help.planhat.com/en/articles/9587269-where-can-i-find-my-tenant-token-in-planhat.md): Find out how to access your Tenant Token in Planhat for the API integrations
- [Duplicate Companies being created over the API](https://help.planhat.com/en/articles/9587104-duplicate-companies-being-created-over-the-api.md): Why Companies can be created 2x when created with the API
- [Data Uniqueness and Keyables in Planhat](https://help.planhat.com/en/articles/9587246-data-uniqueness-and-keyables-in-planhat.md): An introduction to Planhat's enforcement of unique data
- [How to set up Private Apps \(Service Accounts\) and API Access Tokens in Planhat](https://help.planhat.com/en/articles/9587349-how-to-set-up-private-apps-service-accounts-and-api-access-tokens-in-planhat.md)
- [Planhat OAuth Clients - overview](https://help.planhat.com/en/articles/14060025-planhat-oauth-clients-overview.md): How to create OAuth Clients within Planhat, to connect securely to external applications \(such as MCP servers for AI\)
- [Planhat OAuth Clients - technical deep-dive](https://help.planhat.com/en/articles/14302094-planhat-oauth-clients-technical-deep-dive.md): Learn more about some topics related to OAuth Clients and MCP server connections
- [NPS overview](https://help.planhat.com/en/articles/9587055-nps-overview.md): How to set up NPS within the "NPS" Global Tool in upgraded Planhat
- [In-app NPS survey](https://help.planhat.com/en/articles/9587201-in-app-nps-survey.md): Planhat's in-app NPS survey reaches your End Users faster, to help you understand the value that your app, product or service delivers
- [Tips & tricks for your NPS surveys in Planhat](https://help.planhat.com/en/articles/9587146-tips-tricks-for-your-nps-surveys-in-planhat.md): Some helpful tips and tricks we would like to share
- [Ways to use NPS throughout Planhat](https://help.planhat.com/en/articles/9587127-ways-to-use-nps-throughout-planhat.md): Planhat’s NPS is a powerful way to incorporate your customer feedback into your CS processes, and use them in an actionable way.
- [Uploading NPS Data to Planhat](https://help.planhat.com/en/articles/9587052-uploading-nps-data-to-planhat.md): How to upload your NPS data with the Excel import template
- [NPS survey isn’t sending because the sender hasn’t synced their emails with Planhat](https://help.planhat.com/en/articles/9587243-nps-survey-isn-t-sending-because-the-sender-hasn-t-synced-their-emails-with-planhat.md): 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
- [Will my NPS survey send if the Company has no Owner?](https://help.planhat.com/en/articles/9587242-will-my-nps-survey-send-if-the-company-has-no-owner.md): What to do when your NPS survey goes out to an End User on an Company with no Owner in Planhat
- [End User exists in multiple Companies, does this affect my NPS Campaign?](https://help.planhat.com/en/articles/9587244-end-user-exists-in-multiple-companies-does-this-affect-my-nps-campaign.md): What happens when the same End User exists across multiple Companies when I set up my NPS campaigns?

## Planhat OS

- [Planhat OS - Overview of changes](https://help.planhat.com/en/articles/16255221-planhat-os-overview-of-changes.md): Highlights of what's new, what's moved and what's been renamed in Planhat OS
- [Planhat OS - Sessions](https://help.planhat.com/en/articles/16597603-planhat-os-sessions.md): Sessions are where you chat with Planhat AI and colleagues in Planhat OS
- [Planhat OS - Favorites](https://help.planhat.com/en/articles/16307206-planhat-os-favorites.md): Favorites are pins/bookmarks of the Pages, Sections, Tools, Sessions and records you refer to most often
- [Planhat OS - Agents Module](https://help.planhat.com/en/articles/16307194-planhat-os-agents-module.md): In the Agents Module, you can create new Agents \(including via AI\), as well as view and act on existing Agents
- [Planhat OS - Skills](https://help.planhat.com/en/articles/16307128-planhat-os-skills.md): Skills are processes that Planhat AI follows in Sessions. You can use Planhat's built-in Skills, and create your own custom Skills
- [Planhat OS - Tools](https://help.planhat.com/en/articles/16782280-planhat-os-tools.md): Tools include Notifications, Agents, Signals, Settings, and many more features
- [Planhat OS - Profiles](https://help.planhat.com/en/articles/16988264-planhat-os-profiles.md): Profiles visualize all the important data for a record; you can customize the layout via Profile Templates
- [Planhat OS - Profile Templates overview](https://help.planhat.com/en/articles/16988639-planhat-os-profile-templates-overview.md): Design Profile Templates to customize the layout of Profiles - how each individual record is displayed
- [Planhat OS - Profile criteria \(match conditions\)](https://help.planhat.com/en/articles/16988690-planhat-os-profile-criteria-match-conditions.md): Use criteria \(rules/conditions\) to specify which Profile Template \(layout\) is used to display a Profile
- [Planhat OS - Profile Field Groups](https://help.planhat.com/en/articles/16988698-planhat-os-profile-field-groups.md): You use Field Groups to organize and prioritize fields in Profiles
- [Planhat OS - Profile widgets \(sections\)](https://help.planhat.com/en/articles/16988677-planhat-os-profile-widgets-sections.md): Use Profile widgets/sections to set the main layout of Profile Templates
- [Planhat OS - Profiles and Profile Templates FAQs](https://help.planhat.com/en/articles/16991798-planhat-os-profiles-and-profile-templates-faqs.md): If you have questions about Profiles and Profile Templates, or need troubleshooting support, this article will help