Training & Best practices

Short training and tutorial videos

Niklas avatar Sarah Jones avatar Diego Checa avatar +3
38 articles in this collection
Written by Niklas, Sarah Jones, Diego Checa and 3 others
ACTIVITIES & PLAYBOOKS

3 Ways to Use Planhat's Triggers

Triggers are a great way to help automate your CS processes. We will give some examples of situations where triggers are useful.
Christian Dreyer avatar
Written by Christian Dreyer
Updated this week

Basic Playbook Templates

We give you some suggestions and guidelines for creating Playbooks in Planhat. Check them out!
Sarah Jones avatar
Written by Sarah Jones
Updated this week

Making Calls from Planhat

On enduser profiles you can now click a "phone" icon next to a phone number to open the browsers default dialer
Christian Dreyer avatar
Written by Christian Dreyer
Updated over a week ago

How to create & use recurring tasks in Planhat

You're able to create a task that repeats automatically in Planhat. Check this article out to learn how!
Christian Dreyer avatar
Written by Christian Dreyer
Updated over a week ago

How to Log Activities & Create Plays from Customer 360

Learn how to log notes or plan tasks directly from the customer profile in Planhat.
Sarah Jones avatar
Written by Sarah Jones
Updated over a week ago

Tasks can have subtasks!

You can now create subtasks in your planned activities! This allows you to make one task a list of to-dos that need to be completed.
Sarah Jones avatar
Written by Sarah Jones
Updated over a week ago

How to Setup Custom Activity Types

Learn how to set up your custom touchpoint types so you can start tracking them in Planhat. Create anything, like a meeting or a training.
Sarah Jones avatar
Written by Sarah Jones
Updated over a week ago

Touch Point & Activity History

Remember that one email? Or that one ticket? Planhat does! Learn about how to search your past customer communications.
Christian Dreyer avatar
Written by Christian Dreyer
Updated over a week ago

Overview of Ticket Auto Tags

Learn how to use your tickets to influence your customer health scores.
Niklas avatar
Written by Niklas
Updated over a week ago

Viewing Activity Data of Your Team

Get reporting on team activity data, such as tasks and touch points completed and logged in Planhat, as well as which channels were used
Yaroslav Sivachenko avatar
Written by Yaroslav Sivachenko
Updated over a week ago

How to send in tasks & plays via e-mail

If you are not able to access Planhat at the moment but you'd like to add a task you're able to do so by sending it in via email.
Christian Dreyer avatar
Written by Christian Dreyer
Updated over a week ago

Planhat Email Automation

Reach out to your customer base in a more automated way.
Christian Dreyer avatar
Written by Christian Dreyer
Updated over a week ago