Planhat Modules
How to use the core modules in Planhat
How to navigate Planhat
The Data Module: Overview
Grouped View in Data Tables
Designing and Building Filters
"Top/Bottom List" Filters
Success Units
Working with Licenses
Field History
Working with Opportunities
Working with Assets and Projects
Working with Invoices
Campaign, Workspaces, Objectives models/objects
Renaming Models/Objects
Customer Intelligence Overview
Health Lab: set up your Health Score Profiles
How Health is Calculated
Setting Up Your Health Factors
Health Scores: What You Can Include
Bubble Room & how to use it
System Reports: People
System Reports: Portfolio
System Reports: Workflows
Visualising data: a charting crash course
Pages and Dashboards: Different Chart Types
Choosing the right Data Model for a Page or Dashboard
Pages: Quick Wins and Extra Tips
Face/Off Chart - drilling down into Metrics
KPI widget
Share charts
Basic bar charts
Table widgets
Trend charts: Cohort & Time-series charts
Trend charts to compare: Face/Off charts
Page design: Display your data in a clear and engaging way
Share Pages with your team members using Email
Workflows overview
Workflows - illustrated examples
Workflow structure: groups, steps and step details
Creating Workflow Templates
Scheduling your Workflows
Workflow step timings
Workflow step dependencies
Workflow conditions
Workflow entry and exit criteria
Workflow group conditions
Workflow step conditions
Manually applying a Workflow Template
Viewing and using Workflows
Operations Module: a single place for Automations, Integrations and Connections
Operations Module: Creating your first Integration
Creating Your First Automation
Automation Overview
How to Choose Between Automations and Other Planhat Features
Get Notified About Automation Failures
Templated Automations
Custom Automations
How to Send Custom Messages Using Automations
Simple Automation Troubleshooting with Execution Logs
When & Why Should I Use Automations?
Customer Portals - Overview
Using Documents and Pages in Customer Portals
Shared Dashboards in Customer Portals
Workflows in Customer Portals
Sharing Files in Customer Portals
Sharing Activities or Tasks in Customer Portals
Shared Goals in Customer Portals
Creating Notifications in Customer Portals
Share Customer portals with your customers from within your own application