Collaboration with clients is a critical aspect of event planning, and Timeline Genius offers intuitive tools to make this process as smooth as possible. Today, we're focusing on the Collaborate tab and the meaning behind the icons you'll encounter there, ensuring that you and your clients have a clear understanding of each timeline item's status.
The Icons of Collaboration
When navigating the Collaborate tab, you will notice small icons next to each timeline item. Each of these icons serves a specific purpose:
The Eye Icon: This symbolizes visibility. Items marked with an eye are 'viewable by the client.' Your clients can read what you've written and provide their feedback, which is crucial for maintaining open communication.
The Eye with a Slash: Representing privacy, this icon means 'hidden from client.' Use this for internal notes or details that you're not ready to share. It ensures that you can work on elements of your timeline without client visibility until you're prepared to reveal them.
The Pen Icon: Signifying interactivity, this icon indicates 'editable by client.' Clients with this permission can make changes to the timeline. While this can be a powerful tool for collaboration, it's wise to use it selectively to maintain control over the core structure of your timeline.
Best Practices
When choosing which permissions to grant, consider the nature of the information and the level of involvement you wish for your client to have. For most of the planning process, 'viewable' will be the default and most frequently used setting. 'Editable' should be reserved for areas where you specifically require client input or changes, such as guest lists or personal preferences.
Caution with Editable Permissions
Granting editing capabilities is a significant trust exercise. It's recommended to allow edits only when necessary and to maintain clear communication about what can and should be altered. This prevents any unintended deletions or changes that might disrupt the flow of your carefully crafted timeline.
Conclusion
By understanding and utilizing these collaborate icons effectively, you can foster a collaborative yet controlled environment with your clients. This empowers them to feel involved in the planning process while you retain the necessary oversight to ensure the event's success.
If you have any questions about using the Collaborate tab or other features within Timeline Genius, please reach out. We're here to help make your event planning as efficient and client-friendly as possible.
Remember, every icon is a step toward perfecting your collaborative efforts!