# Planhat Help Center

> Help Center | Advice and answers from the Planhat team

## 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: Writing Assistant and Conversation Summary](https://help.planhat.com/en/articles/9587259-planhat-ai-writing-assistant-and-conversation-summary.md): How to use Writing Assistant and Conversation Summary - native Planhat AI features
- [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

## 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
- [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

## 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

## 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 creating email templates in Planhat, you can use merge tags to help customize that email and save you time
- [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 \(Gmail/Outlook\)