Get ready to elevate your teamwork with our latest feature: Teamwork. Say goodbye to solo projects and spreadsheets and hello to our newest feature that allows team members to collaborate right in Planoly!
Please Note: Only Planoly paid plans and free trials have access to Teamwork in the Multi-Channel Workspace on web and mobile.
How to Use Teamwork on Web for Posts
- From your Multi-channel Workspace, select the Calendar tab for a New Post or a Drafted Post OR select the Idea tab to create a New Idea or open an existing Idea
- In the upper right corner, for a Post or Idea, click on the Comment Bubble to begin commenting
- The Teamwork comment box will appear
- From here, type your notes, feedback, or comments and click the send arrow
- Team members in the Workspace will then be notified via email that a new comment has been left for review
Planoly Requirement: Users must opt into emails to get new comment notifications. Click here for how to manage your notifications.
Once comments are left, users can:
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Modify Owned Comments
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Editing
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Copy Link To Comment
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Deleting a comment
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Share Comments Owned By Other Users
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Copy Link To Comment
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Please Note: Users can access comments via Ideas or Posts via the Comment Bubble
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To access via Posts, the Post Group needs to be saved
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To access via Ideas, the Idea needs to be saved
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If an Idea or Post is not saved before commenting, you will receive an error message:
How to Use Teamwork on Mobile