Planhat

An overview of Workflows - Projects and Sequences

Workflows overview

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

Learn the component parts, or levels, of Workflows

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

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

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

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

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

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

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

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

Workflow Templates can be automatically applied to Companies or End Users, but you can also apply them manually - this article explains how

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

Find answers and get help from Intercom Support and Community Experts

Track the progress of all tickets related to your company.

{assigneeName} needs more information from you