Invite your team#
Owners and admins invite people from Team in the Planner sidebar: click Invite teammate, enter their email, and choose their role and app access. Planner is free for every member. For the full steps, see Invite teammates to your workspace.
What each role can do in Planner#
- Owner and Admin: everything.
- Manager with Planner edit access: everything an editor can do, plus deleting boards and cards and managing workspace tags.
- Editor: view, create and edit boards, cards, scripts and Saved ideas. Editors can delete Saved ideas, their own voice notes and their own chat messages, but not boards or cards.
- Viewer: read only.
Only owners and admins can delete a stage. More detail: Roles and per-app access.
What's shared and what's private#
Boards, cards, scripts and their version history, voice notes, Saved ideas and tags are shared with everyone who has Planner access in the workspace. Your notes and to-dos are private: nobody else can see them, whatever their role.
Board chat#
Each board has its own chat. Click Chat at the top of the board.
- Type @ to mention someone, or use @everyone or @here for the whole team. People you mention get a notification.
- Each message has buttons to Reply in thread, Add reaction, Pin to top, and Edit or Delete your own messages.
- Click Attach a card to this message to link the card you're talking about.
- Paste a Google Meet, Drive, Docs, Sheets or Slides link and it shows as a tidy chip.
Ask for approval#
- In the chat box, click Request approval.
- Describe what needs approving, and attach the card if it helps.
- Send the message.
Any teammate with edit access, other than you, can click Approve or Reject, and you're notified of the answer.
Mentions in scripts#
Type @ in a card's Script to mention a teammate. They get a notification in Zetrr, and the board chat notes who was mentioned.