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Planview Customer Success Center

Training efficiencies

Provide users with interactive guides and walkthroughs that enable them to learn by doing, without leaving the product. A how-to guide is great for explaining simple functionality in your application. This can be deployed automatically after a user lands on a specific page, after they click on a certain feature, or activated via badge, alleviating the need for additional training materials.

For less frequent tasks, deliver just-in-time guidance to help users quickly refresh their knowledge. Utilize segments to create role-specific training for various groups within your organization, ensuring each user gets the right level of support at the right time.