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Planner

Collaboration

Everyone on the schedule. No one chasing files.

Bring the team into one live plan, then control who can view, comment, edit, or hand off work. Collaboration stays in the schedule.

01

See where the plan is without asking anyone

02

Keep comments and changes tied to the schedule itself

03

Bring people in at the right level of access

01 / proof

Why the file trail breaks down

Recency

Everyone starts from the same version

No more checking which file is current at the start of every meeting.

Context

Feedback lands where the work lives

Comments, revisions, and decisions stay attached to the plan instead of being scattered across email.

Momentum

The team can keep moving after a change

Review happens against the version that is actually current. No reconciling before you move on.

02 / highlights

How live collaboration works

Everyone sees who is in the plan, where feedback sits, and what changed.

01

Live collaborator presence

Review speed

See who is in the plan and where they are working right now.

Planner collaboration view showing live collaborators inside the schedule

02

Comments in schedule context

Less back and forth

Keep decisions and follow-up against the blocks and dates they relate to.

Planner inline comment thread attached to a schedule block

03

Changes stay in the live plan

No reconciling

The team moves forward from the current schedule, not from the last file someone sent.

Image placeholder

Placeholder: recent change history next to the live schedule

03 / audiences

Who gets what access

Bring each person into the plan at the level that matches the job they need to do.

Internal team

Give editors and collaborators the full view. They need to see everything.

Client or stakeholder

Share a clean view. Hide the working plan and editing controls.

Freelancer or one-off contributor

Limit access to just what they need. Nothing more.

04 / highlights

Sharing controls without the admin mess

Handoff controls keep sharing, review, and exports intentional.

01

Permission-based access

Viewers, commenters, and editors each get the access that matches their role. No guessing between over-sharing or hiding work.

Planner permissions picker with viewer, commenter, and editor options

02

Block invites for narrow handoff

Share one part of the schedule when someone only needs one part of the work.

Planner block invite flow for a single schedule item

03

Exports when a file is genuinely better

Use static handoff when needed without turning exports into the working process.

Planner export modal used as a one-off collaboration handoff

05 / comparison

What the file trail actually costs

Every review loop that runs outside the schedule is one more thing to reconcile later.

Moment
Sending revised files
With a live schedule

A producer changes the plan

The team waits for a revised file or message.
The update lands in the working schedule and everyone sees it in place.

A stakeholder leaves feedback

Notes arrive in chat or email with no shared schedule context.
Feedback stays attached to the relevant schedule item.

The team moves into the next decision

You have to reconcile comments with the current grid first.
The collaboration history is already sitting next to the current plan.

06 / workflow

How it works in practice

Get the team into one live plan, set access by role, then use handoff controls only when the workflow actually needs them.

01

Bring the team into the live plan

Start with the working schedule, not a revised file. The point is one current place to work from.

02

Set access by role

Choose who should edit, who should comment, and who only needs visibility.

03

Use block invites or exports only when needed

Keep the live plan central for the core team, then use narrower sharing paths for one-off review or handoff.

07 / faq

Questions about collaboration

Straight answers on setup, fit, and workflow.

Who can edit, and who can only view?+

That depends on your plan, but access is permission-based - viewers, commenters, and editors each get their own controls.

Is this useful for external stakeholders?+

Yes. Much better than sending a static export and waiting for feedback in email.

Do exports replace live collaboration?+

No. They are a handoff tool, not the default.

Will the team know what changed?+

Yes. Because feedback stays attached to the schedule, the context is already there.

Next step

Keep collaboration in the schedule instead of around it.

Start with the live plan. Bring in the team at the right level. The schedule stays current.