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Collaboration and Sharing
Collaboration and Sharing
Working with others? Collaborate better with your team, clients, and vendors.
17 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
How to Use Your Execute View
Written by
Eddie Babbage
Updated over a week ago
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
Sharing
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