Customer Success, like any business function, is all about action—executing tasks that drive outcomes. That's why, inspired by intuitive products like Monday and Notion, we've enhanced our own data-powered task manager, including an all-new Calendar View, Quick Shortcuts and Task Status.
In Planhat, Tasks are used by more users, across a greater range of functions, than any other feature. That's why we're committed to taking the Tasks experience to the next level of usability and intuitiveness, while staying true to our core product values - flexibility and power.
The result is a new calendar view of tasks, combining improved organisation and planning with nifty shortcuts to help you glide through Planhat.
Calendar View of Tasks
Planning requires more perspective-shifting than you might realise.
You start with your weekly overview of all tasks, then group all Account Planning activities together, then filter-out everything that isn’t blocked or in-progress, then shift to a monthly overview but only for your top 10 accounts by revenue, or all accounts up for renewal, or where there's a new decision maker.
This kind of flexibility, in an intuitive calendar view, is what we’ve built for.
Built to Minimise Clicks
We believe you should spend as much time as possible on action, not admin.
That's why interacting with Tasks is more seamless than ever, with quick:
task creation & completion
links to notes & playbooks
filtering & sorting
The result? Now you can glide through your tasks, notes & workflows from 1 unified view, without losing sight of the bigger picture. Learn more about the new shortcuts in Calendar view.
The Status Field as a Critical Enabler
Tasks are forever in flux - something is planned, then delayed, then blocked, then paused, then brought back in and - eventually - completed.
Without the ability to quickly control task statuses, workflows become one-dimensional and your team loses the ability to prioritise. That's why the Status field, while not particularly innovative in itself, promises to increase the depth and value of running tasks in Planhat.
Status comes with 2 out-of-the-box values (In-progress & Blocked) and is fully customisable per tenant, so you can run workflows exactly as you need to.
The Long View
Creative Director
Planhat
Alberto is a creative leader with over 8 years of experience shaping narrative and storytelling strategy across SaaS and agency environments. At Planhat, he currently serves as Creative Director—running strategic campaigns and storytelling through Studio Planhat—and previously led two developer teams focused on analytics, dashboarding, and automation, as a Product Manager. In his early career, Alberto founded the product marketing function at AI-for-education disruptor, Sana Labs and covered European Luxury Goods as part of Goldman Sachs’ Global Investment Research team.
