Miscellaneous
Health Scores, notifications and more!
General
- Embedded videos in Tasks (including in Workflows), Issues, and more!
- How a Planhat staff member ("Super Admin") can impersonate you (a Planhat User)
- How you (a Planhat User) can impersonate another Planhat User
- Date and Time in Planhat
- Switching Between Date and DateTime
- The Logs Explorer
- Merging Data in Planhat
- Snippets
- Conditional Fields, Success Units and Calculated Metrics
- System Field Glossary
- Planhat's rich text editor
- HTML Tags in Planhat
- How to Export Data from Planhat to Excel
- How to Recover Deleted Items in Planhat
- Understanding the Difference Between Tasks and Conversations
- Table preferences in upgraded Planhat
Health Scores
Actions and Notifications
Customer management
- Company management11 articles
- End User management8 articles
API
- Planhat OAuth Clients - overview
- Planhat OAuth Clients - technical deep-dive
- How to set up Private Apps (Service Accounts) and API Access Tokens in Planhat
- Data Uniqueness and Keyables in Planhat
- Duplicate Companies being created over the API
- Where Can I Find My Tenant Token in Planhat?
- How can I generate a host password for an API request?
- Not all End Users sent over API get added to Planhat
NPS
- End User exists in multiple Companies, does this affect my NPS Campaign?
- Will my NPS survey send if the Company has no Owner?
- NPS survey isn’t sending because the sender hasn’t synced their emails with Planhat
- Uploading NPS Data to Planhat
- Ways to use NPS throughout Planhat
- Tips & tricks for your NPS surveys in Planhat
- In-app NPS survey
- NPS overview