Products
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Workflows in Planhat
CourseIn this course, you’ll learn how Planhat’s Workflows (Projects and Sequences) are built, used, and managed, all through the lens of real-world use case examples.
Free
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Data Models
CourseMaster the essential concepts of Planhat's Data Models. This course offers practical guidance for setting up each model and is designed for those responsible for configuring Planhat.
Free
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Build an end-to-end process in Planhat
CourseUsing Planhat’s process framework, you’ll learn how to leverage your data to build complete end-to-end processes.
Free
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Advanced Filters
CourseWant to surface exactly the right data, fast? Learn how to build Advanced Filters using cross-model logic, Boolean rules, top and bottom lists, and more so you can focus your team on what really matters.
Free
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Advanced Field Settings
CourseWant to highlight key info or show fields only when they matter? Learn how to color-code and make fields conditional using Advanced Field Settings.
Free
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Level up your data
BundleLevel up your data skills in Planhat! Learn how to use Advanced Filters, Advanced Field Settings, Formula Fields, and time-series data to unlock smarter insights and make better decisions.
Free