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Collaboration and Sharing
Collaboration and Sharing
Working with others? Collaborate better with your team, clients, and vendors.
Eddie Babbage avatarRylee Morris avatar
By Eddie and 1 other2 authors18 articles
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?

Collaboration


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

Sharing


Overview of Assignment View
Download and Share Your Finished Timeline
Create a Tailored Timeline for Your Vendors
Assign a Timeline Item to a Specific Vendor
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