1. Content Creation & Organization

How to Use Teamwork

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 

  1. 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
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  2. In the upper right corner, for a Post or Idea, click on the Comment Bubble to begin commenting
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  3. The Teamwork comment box will appear
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  4. From here, type your notes, feedback, or comments and click the send arrow
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  5. Team members in the Workspace will then be notified via email that a new comment has been left for review

How to Use User Tagging in Teamwork



  • With User Tagging you can @mention any Team Member in the Workspace
  • By tagging a Team Member it will notify that Team Member only via email notification
  • You can tag as many Team Members as needed

Planoly Requirement: Users must opt into emails to get new comment notifications. Click here for how to manage your notifications. 

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Once comments are left, users can:

    • Modify Owned Comments 

      • Editing 

      • Copy Link To Comment 

      • Deleting a comment

    • Share Comments Owned By Other Users

      • Copy Link To Comment

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Please Note: Users can access comments via Ideas or Posts via the Comment Bubble

  • To access via Posts, the Post Group needs to be saved 

  • To access via Ideas, the Idea needs to be saved

  • If an Idea or Post is not saved before commenting, you will receive an error message:

How to Use Teamwork on Mobile