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Collaboration and Sharing
Working with others? Collaborate better with your team, clients, and vendors.
How to "View As" a collaborator
Understanding the Distinction Between Assigning and Collaborating in Timeline Genius
Grant Download Rights to your Collaborators
My planner invited me to collaborate - how do I do that?
How to Use Your Execute View
Allow Collaborators to Add Timeline Items
Invite a Client, Vendor, or Member of the Wedding Party to View or Edit a Timeline
Bulk Action Feature for Collaboration
Invite a Client or Vendor to View Certain Timeline Items and not Others
Invite a Client or Vendor to Edit Certain Timeline Items but not Others
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?
Client Questionnaire Feature: Give Your Client Access to the Timeline to Enter Their Basic Information