Collaboration and Sharing
Working with others? Collaborate better with your team, clients, and vendors using these tips and tools.
29 articles
How to "View As" a collaborator
Give Print/Download Permission to your Collaborators
My planner invited me to collaborate - how do I do that?
Assign Tab vs. Collaborate Tab
Allow Collaborators to Add Timeline Items
Maximizing Event Coordination: Inviting Parties to Follow Your Timeline
Invite a Client, Vendor, or Member of the Wedding Party to View or Edit a Timeline
Bulk Action Feature for Collaboration
Hide Timeline Items from Collaborators
Create Read-Only Access to My Timeline so That My Client Can See the Timeline but not Make Changes
What Does the Collaboration Invitation Look Like to My Vendor?
Who Sees the Comments That I Post on a Timeline?
Planner/Coordinator Info on a Timeline
Text Updates
Understanding Collaborate Icons: Streamline Your Client Interactions
Internal-Only Access Rights for Timelines and Checklists
Sending Text Reminders to International Phone Numbers
Why an Account Member Can’t Also Be a Collaborator in Timeline Genius