Changelog

New Automations UI

Create automations using the new flowchart-based interface, which provides a clear visual overview of workflows. Configure complex automation logic with ease and gain better insight into every step of the execution.

Automations Branching

Take automations and AI automations to the next level with branching. Use branches of conditional logic to create powerful multi-step rule-based and AI automations, such as sentiment scoring incoming tickets and depending on sentiment notifying the right person.

Automations Wait Step

Our new Wait step enables full control of your Automation. To time your processes, the Wait step lets you pause an Automation for a specific amount of time (or to a specific date) before the next step runs.

Advanced filtering in Data Explorer

Data Explorer is the place for each user to quickly find answers and act on data. Advanced Filters, which include filter Groups and cross-object filters, means you now have more complete query abilities.

Create Page from Data Explorer

Most Data Explorer sessions will be ephemeral - you find your answer and then it’s naturally discarded. But many session will also be the starting point for setting up a more permanent analysis or workflow, and now you can with two-clicks save down your view as a Page and bring it into your workspace.

Apply, Create and Edit Global Filters in Data Explorer

Global Filters are the organisation’s common data definitions. Now anyone can bring them into Data Explorer to use for querying, and Admins can manage Global Filters interactively straight from their data view.

Widget “Slicers”

In reporting and analytics, looking at data over time is crucial, and the Date Slicers take that ability one step further. Slicers allow you to define a “date period variable” per widget that the dashboard viewer can use to time-travel across underlying datasets. An example is looking at how usage has developed over a quarter, but you want to give the viewer quick ability to flip between quarters to see development. Read more here.

Updated Live Collaboration

Data updates are captured in real time with a flash of colour in the cell or row that was updated, and a label telling you who did it. This makes your pages and documents come to life - not only is all of the data in one place, but the users are, too.

Object References in Documents

@mention any object in Planhat directly in your Documents (in addition to in Comments and Descriptions) to bring together collaboration with data, ultimately reducing the need to toggle between multiple systems.

Funnel widget

Analyse conversion of records through stages, be it Companies through Lifecycle stages, Opportunities through Sales stages, or processing of Support tickets. Understand the average time spent per stage, average step conversion, and cumulative conversion. Flip between timespans to understand development over time.

Field Rules

Use Field Rules to enforce data hygiene and build approval flows. Set fields to become mandatory or locked, subject to conditions on other fields, or properties of the actor. String together multiple rules to create approval flows, where users’ ability to move records through the process is conditional on the stage of the record and the user’s role.

Paths (new object relationship)

Standardised breadcrumb-style user experience for displaying object relationships, and a new backend model for relating objects (enabling future use cases).

Create Forms

Use custom create forms to focus the user on the field inputs that really matter. Now in a cleaner and more intuitive interface.

Utilization Widget for Services Delivery

Make informed resourcing decisions using the Utilization Widget. View utilisation data across team members and group insights by region or team to assess overall workload.

Timesheet Approval Flow

Streamline your timesheet processes with customisable approval flows. Tailor approval of submitted timesheets to organisational need, whether it’s a single-step approval or a multi-layered process.

New Time Entry model

A big share of customer work is billed, and many companies care more and more about operational efficiencies. We felt it's natural for the time tracked against customers and internal projects to live next to your other data and workflows, and so are now introducing the foundations of our new Service Delivery offering: time entries. A new model that lets you track time, attributed against any operational object (eg, project, task, asset), run reporting and analytics, and export for billing.

Timesheets

Coming along time entries is the ability to submit timesheets, in a newly designed Timesheet module. Purpose-built for minimal time spent on logging time, natively connected to your Google or Outlook calendar.

Libraries: expanded "Verified" concepts and a new "Library Manager" role

Libraries are where you manage your organisational knowledge base, which is powering GTM team enablement and AI Automations. Each content piece in a Library gets tagged as "Verified", and now so do Pages/Sections used in Home Templates. The new Library Manager workflow permission give enablement teams full freedom to manage the knowledge base.

Documents: Comments

An update that needs no further introduction. Documents are collaborative, and we've brought in Comments to make them even more so. Comments are real-time updated, drop straight into your central work management, and you mention any team member (and soon, any object in Planhat database).

Documents: Version History

Find previous version of your Document content and restore them when in need.

Page Auto-archiving

System hygiene is a critically underrated part of any enterprise application. Page auto-archiving means that Pages that are not part of any Section and have not been visited by anyone in 60 days become automatically archived, to keep your Content Explorer tidy. Archived Pages are easily findable and un-archived.

Background Jobs

A new service to process high-volume long-running jobs, like email syncs or bulk-create of thousands of records. Background Jobs are mostly operating in the background, meaning a more robust and resilient system, but admins can view current and historical task execution for better systems control.

New Shortcuts

Freshly introduced shortcuts across the application, focusing on core navigation and common workflows. Explore in the Help Menu in top bar. Access global modules, quickly create objects, and toggle between items in lists.

Unsubscribed and Bounce Rate to Marketing Emails

Ability to add unsubscribe link to marketing emails from Planhat, empowering an already strong email communication offering. Improved email analytics with Unsubscribe Rate and Bounce Rate (available for Sendgrid high-volume email campaigns), next to existing open/click/reply rates.

AI Automation Templates

Batch of AI Automation templates to quickly bring improved data enrichment into Planhat. Sentiment and categorisation of NPS and tickets, embedded company SWOT analysis, and summarisation of enduser conversations. All helping you focus, with less work.

Dynamic Assignment

Many customer workflows rely on pooled resources where you want to dynamically assign ownership by some rules and criteria. Three new dynamic assignment automations allow you to do this, assigning things like tasks to project managers, customers to Pooled CS or incoming prospects to AEs.

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