Planhat

Everything you need to know about system fields

🕮 System Field Glossary

Write notes, plans, presentation and documentation across the app

Planhat's rich text editor

⌨️ Keyboard Shortcuts

Access a powerful multitasking command box via the search function

Command Box

Everything you need to know about the Planhat's search bars

Search Bars and Advanced Search

Slack Text Formats: Bold, Italic, Strikethrough + @Mention Users!

Collaborate with your team members and alert them of what's happening with customers, or if you need help

Using @Mentions

A detailed guide to switching between Date and DateTime

Switching Between Date and DateTime

Date and Time in Planhat

Find out how to recover your deleted items in Planhat using the Trash Bin

How to Recover Deleted Items in Planhat 🗑️

Learn how to export your data from Planhat to Excel

How to Export Data from Planhat to Excel

What the "Impersonate User" feature is and what it is used for

The Impersonate feature

Bulk update fields in the data module by marking the records and pressing the ellipsis

Bulk Update Fields

Supported HTML tags in Planhat and where you can use them.

HTML Tags in Planhat

How to assign a specific process to a User without changing the owner of the account

What is a "process owner"?

If you have duplicate data in Planhat, you can use some of our tools to merge those records

Merging Data in Planhat

Share user training in Workflow steps in Portals, ramp up team members quicker, and add extra information to Issues

Embedded videos in Tasks (including in Workflows), Issues, and more!

An overview of the different ways you can use AI within Planhat, to gain insights and save time

AI in Planhat

How to use Planhat's native AI features: Conversation Summary and Writing Assistant

Planhat AI: Conversation Summary and Writing Assistant

Christian Dreyer

Daniel Sternegard

Carly Hammond

General

Customer Success Channel Podcast

Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets related to your company.

Tickets portal.

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