Changelog

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.

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 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.