Product Tutorials in Planera help you quickly learn the platform and make the most of its features. Whether you’re new to Planera or exploring advanced workflows, these tutorials offer step-by-step guidance and video walkthroughs to support you at every stage.
How to Access product tutorials
From the Home screen, go to the Learning Center at the bottom and select “Product Tutorials”
Browse and choose one to begin. Each tutorial card shows your progress and clicking a card lets you start or resume where you left off.
Clicking a tutorial opens a checklist on the left, with each step showing instructions and a video to guide you.
Minimize Checklist: Click the checklist header to minimize it. When it’s minimized, click the header again to expand it.
Move Checklist: Click and hold the header to move the checklist horizontally across the screen
Once you complete a task, it is automatically marked as done, and your progress is updated in the tutorial
Note: You can exit a tutorial at any time and revisit it later — your progress will be saved.