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Collaboration and Sharing

Collaboration and Sharing

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

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15 articles in this collection
Written by Eddie Babbage and Leah House Elias

Grant Download Rights to your Collaborators

How to allow your collaborator to download a PDF of their timeline
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Written by Leah House Elias
Updated this week

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
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Written by Leah House Elias
Updated this week
Collaboration

Collaboration Update

Invite others to collaborate with you on your timeline
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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
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Written by Eddie Babbage
Updated over a week ago

Bulk Action Feature for Collaboration

Adjust collaborators' access rights for multiple items at once
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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
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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
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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
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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
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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
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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
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Written by Eddie Babbage
Updated over a week ago
Sharing

Overview of Assignment View

Assign timeline items to different groups or contacts
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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
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Written by Eddie Babbage
Updated over a week ago

Create a Tailored Timeline for Your Vendors

Learn to create custom, individualized vendor timelines
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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
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Written by Eddie Babbage
Updated over a week ago