Planhat Modules

How to use the core modules in Planhat

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11 articles in this collection
Written by Sarah Jones, Grant Dreyer, Nathalie Krook and 1 other

Calculated Metrics

Everything you need to know about Calculated Metrics

Written by Christian Dreyer
Updated over a week ago

Actions

The Actions tab

How the Actions tab helps you prioritise and manage your time

Written by Nathalie Krook
Updated over a week ago

The Conversations Module

Using the Conversations module

An overview of key features in the Conversations module

Written by Sarah Jones
Updated over a week ago

Using Merge Tags in Planhat Emails

When sending an email from within Planhat you're able to use tags that allow you to have information automatically entered into the email.

Written by Sarah Jones
Updated over a week ago

Creating Email Templates

How to create and access email templates in Planhat

Written by Grant Dreyer
Updated over a week ago

The Survey Module

The NPS Module

How to set up your NPS surveys in Planhat

Written by Grant Dreyer
Updated over a week ago

The Team Module

Portfolio Numbers in Team List

An overview of the columns available in the Team List view

Written by Grant Dreyer
Updated over a week ago

Team Insights Matrix

How the team insights matrix works in Planhat

Written by Sarah Jones
Updated over a week ago

Designing Roles in Planhat

Roles in Planhat allow your team members to have a more tailored view of the application so that their view is exactly what they need.

Written by Grant Dreyer
Updated over a week ago

Setting up Teams in Planhat

It often happens that Customer Success teams are divided up by geographical regions, different offices, or by function.

Written by Grant Dreyer
Updated over a week ago

Recent Activity

This is where you're able to see all of the events/actions taken by your team to be able to have a full history and overview.

Written by Grant Dreyer
Updated over a week ago