Features

Action

Project & Task Management

Q: How does Project & Task Management connect customer data to operational execution?

Planhat Project & Task Management bridges the insight-to-action gap — ensuring that every signal, like a plateau in product adoption, doesn't just sit on a dashboard but is immediately converted into a structured task or milestone. By anchoring these actions to the unified customer record, the platform ensures that the why (data) is always connected to the what (execution).

Q: How does Project & Task Management enable consistent execution across a large customer portfolio?

Planhat enables commercial processes at scale by turning human intuition into automated Workflows. Instead of manual task creation, projects for onboarding or renewal are triggered by real-time lifecycle events — ensuring repeatable excellence whether you have ten or ten thousand customers, without requiring additional headcount to maintain quality.

Q: How does Project & Task Management reduce the administrative burden on account managers?

Most account managers waste significant time on work-about-work — updating spreadsheets and hunting for the next step. Planhat provides operational cohesion by embedding task management directly into the customer's context. Through predefined success templates, the next best action is always visible, freeing teams to focus on strategic consulting rather than project coordination.

Q: How does structured task execution protect NRR and accelerate Time-to-Value?

In the subscription economy, Time-to-Value is the strongest predictor of retention. Project & Task Management operationalises the customer lifecycle by enforcing a strict cadence during onboarding and adoption. By ensuring that every implementation milestone is met on time, you reduce the value lag that leads to early churn and strengthen NRR through consistent, documented delivery.

Q: How does Planhat provide enterprise-level governance over projects and tasks?

For large organisations, visibility into who is doing what is critical for governance. Planhat ensures enterprise sovereignty by providing centralised visibility into all active projects and tasks. With standardised governance, leadership can audit the progress of the entire portfolio in real time, ensuring every action remains aligned with the company's commercial strategy and compliance standards.

Project & Task Management

Plan, execute, and track projects with ease

Most teams manage projects, tasks, collaboration and customer data in separate tools, creating silos and a lack of full visibility. Planhat's Project & Task Management embeds workflow orchestration directly into your CRM, automatically triggering templated workflows (onboarding, renewals, churn mitigation) with relevant CRM context. Visualize workstreams in calendar, list, or kanban views, use step dependencies and checklists to break down complex workflows, and collaborate with customers directly via Portal on shared tasks.

Project & Task Management

Plan, execute, and track projects with ease

Automate Critical Workflows

Trigger templated projects automatically when your data is updated — launch onboarding when deals close, kick off renewal processes 90 days before contract end, or initiate churn risk mitigation when health scores drop—ensuring your team consistently executes proven playbooks without manually creating tasks or remembering timelines.

Automate Critical Workflows

Collaborate with Customers Seamlessly

Share projects directly with customers via Portal so they can co-own initiatives, complete their steps, and track time and progress alongside your team — turning onboarding, implementation, and strategic initiatives into transparent, collaborative workflows with shared accountability.

Collaborate with Customers Seamlessly

Manage Work Your Way

Tasks are highly extensible, with sub-tasks, custom fields, checklists, and bulk actions for efficient project management. Extend tasks by embedding videos and attachments.

Power your every process.

Sales Pipeline Management

Increase stage conversion and reduce cycle time

Sales Pipeline Management

Increase stage conversion and reduce cycle time

Project Management

Deliver projects on time and on margin—at scale

Project Management

Deliver projects on time and on margin—at scale

Resource Management

Maximize resource utilization and protect margins

Resource Management

Maximize resource utilization and protect margins

Deal Room

Improve win rate by engaging stakeholders earlier

Deal Room

Improve win rate by engaging stakeholders earlier

Onboarding

Accelerate time-to-live with predictable outcomes

Onboarding

Accelerate time-to-live with predictable outcomes

Advocacy and Referrals

Sustainably boost references, reviews, and referrals

Advocacy and Referrals

Sustainably boost references, reviews, and referrals

What's new

View Changelog

Set up advanced Task dependencies in Workflows

Apr 28

Insert live company fields into Dashboards and Presentations

Apr 24

Automate Portal setup end-to-end for every customer

Apr 20

Sync email attachments and subfolders from Outlook into Planhat

Apr 14

View full execution logs for every Automation Run

Apr 13

Bidirectionally sync Planhat Conversations with Salesforce

Apr 8

Create and customize Portals through Automations

Mar 31

Latest frontier LLM models now available in Automations

Mar 30

What's new

Changelog

Set up advanced Task dependencies in Workflows

Insert live company fields into Dashboards and Presentations

Automate Portal setup end-to-end for every customer

Sync email attachments and subfolders from Outlook into Planhat

View full execution logs for every Automation Run

Bidirectionally sync Planhat Conversations with Salesforce

Create and customize Portals through Automations

Latest frontier LLM models now available in Automations

OAuth connections now available in Labs

Use Salesforce Query to set up advanced syncs

Create richer tasks in Workflow Templates

Set parent objects in Automation Create and Update steps

“Planhat is the utility knife by which we're able to interact with every single customer and provide them with a deep sense of value from the platform.”

Brandon Ramsey

Vice President of Customer Success

OnSiteIQ

“Planhat is the utility knife by which we're able to interact with every single customer and provide them with a deep sense of value from the platform.”

Brandon Ramsey

Vice President of Customer Success

OnSiteIQ

Discover the full power of Project & Task Management

FAQ

How does Project & Task Management connect customer data to operational execution?

How does Project & Task Management enable consistent execution across a large customer portfolio?

How does Project & Task Management reduce the administrative burden on account managers?

How does structured task execution protect NRR and accelerate Time-to-Value?

How does Planhat provide enterprise-level governance over projects and tasks?

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Minimize workload while maximizing impact

Automations

Minimize workload while maximizing impact

Email and Call Intelligence

Conversations, captured and initiated

Email and Call Intelligence

Conversations, captured and initiated

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Signal, not vanity NPS scores

NPS Surveys

Signal, not vanity NPS scores

Timesheets

Track time where your work happens

Timesheets

Track time where your work happens

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Real-time alerts on what matters to you

Notifications

Real-time alerts on what matters to you

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See why Planhat is the tool of choice for the world's most customer-centric businesses.

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Meet your new system of action

See why Planhat is the tool of choice for the world's most customer-centric businesses.

Request a demo

Meet your new system of action

See why Planhat is the tool of choice for the world's most customer-centric businesses.

Recognized as a world-leader by

880+ reviews

Planhat is built to keep your data safe. We put privacy and security front and centre, so you don’t have to.

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Recognized as a world-leader by

880+ reviews

Planhat is built to keep your data safe. We put privacy and security front and centre, so you don’t have to.

Status

Cookie Policy

Brand Guidelines

Recognized as a world-leader by

880+ reviews

Planhat is built to keep your data safe. We put privacy and security front and centre, so you don’t have to.

Status

Cookie Policy

Brand Guidelines

Project & Task Management

Plan, execute, and track projects with ease

Plan, execute, and track projects with ease

Automate Critical Workflows

Automate Critical Workflows

Collaborate with Customers Seamlessly

Collaborate with Customers Seamlessly

Manage Work Your Way

Power your every process.

Sales Pipeline Management

Project Management

Resource Management

Deal Room

Onboarding

Advocacy and Referrals

What's new

Discover the full power of Project & Task Management

Discover the full power of Project & Task Management

Discover the full power of Project & Task Management

Cutting Through the Advertising Fog

Cutting Through the Advertising Fog

Our Next Chapter

Our Next Chapter

Makes Us More Efficient and Profitable

Makes Us More Efficient and Profitable

Cutting Through the Advertising Fog

Our Next Chapter

Makes Us More Efficient and Profitable

Risk Implementation

FAQ

FAQ

FAQ

How does Project & Task Management connect customer data to operational execution?

How does Project & Task Management enable consistent execution across a large customer portfolio?

How does Project & Task Management reduce the administrative burden on account managers?

How does structured task execution protect NRR and accelerate Time-to-Value?

How does Planhat provide enterprise-level governance over projects and tasks?

More in Action

More in Action

Automations

Email and Call Intelligence

NPS Surveys

Timesheets

Notifications

Request a demo

Meet your new system of action

Request a demo

Meet your new system of action

Request a demo

Meet your new system of action

Know them. Grow them.

Know them. Grow them.