Collaboration and Sharing

Working with others? Collaborate better with your team, clients, and vendors.

16 articles in this collection
Written by Eddie Babbage

How to "View As" a collaborator

When inviting a collaborator, you might want to see the timeline as they will see it. This article will show you how.

Written by Eddie Babbage
Updated over a week ago

Grant Download Rights to your Collaborators

How to allow your collaborator to download a PDF of their timeline

Written by Eddie Babbage
Updated over a week ago

My planner invited me to collaborate - how do I do that?

How to edit, download, comment on a timeline that you have been invited to collaborate on

Written by Eddie Babbage
Updated over a week ago

Collaboration

Allow Collaborators to Add Timeline Items

If you want to allow your collaborators to add timeline items on their own, saving you time, you've come to the right place.

Written by Eddie Babbage
Updated over a week ago

Invite a Client, Vendor, or Member of the Wedding Party to View or Edit a Timeline

Invite others to view or edit your timeline

Written by Eddie Babbage
Updated over a week ago

Bulk Action Feature for Collaboration

Adjust collaborators' access rights for multiple items at once

Written by Eddie Babbage
Updated over a week ago

Invite a Client or Vendor to View Certain Timeline Items and not Others

Control which timeline items your collaborators can view

Written by Eddie Babbage
Updated over a week ago

Invite a Client or Vendor to Edit Certain Timeline Items but not Others

Manage your collaborators' timeline editing abilities

Written by Eddie Babbage
Updated over a week ago

Create Read-Only Access to My Timeline so That My Client Can See the Timeline but not Make Changes

How to share your timeline with others in a read-only format

Written by Eddie Babbage
Updated over a week ago

What Does the Collaboration Invitation Look Like to My Vendor?

What appears on the vendor side when you send the invite to him/her to collaborate on your timeline

Written by Eddie Babbage
Updated over a week ago

Who Sees the Comments That I Post on a Timeline?

Learn who can view comments posted in the "Collaborate" tab

Written by Eddie Babbage
Updated over a week ago

Client Questionnaire Feature: Give Your Client Access to the Timeline to Enter Their Basic Information

Learn how to use the Client Questionnaire Feature during timeline creation

Written by Eddie Babbage
Updated over a week ago

Overview of Assignment View

Assign timeline items to different groups or contacts

Written by Eddie Babbage
Updated over a week ago

Download and Share Your Finished Timeline

Download a shareable PDF or Word version of your timeline

Written by Eddie Babbage
Updated over a week ago

Create a Tailored Timeline for Your Vendors

Learn to create custom, individualized vendor timelines

Written by Eddie Babbage
Updated over a week ago

Assign a Timeline Item to a Specific Vendor

Tag a specific vendor on one of your timeline items

Written by Eddie Babbage
Updated over a week ago