Sharing Plans
Collaborate with your team, in real-time, wherever they are. MilestonePlanner makes it easy to invite team members and work together on your plans.
Real-time Collaboration
Collaborate with your team, in real-time, wherever they are. Invite them to the plan and give them the ability to update the status of their milestones, or the whole plan, even via a mobile web browser. All changes are tracked and can easily be undone.
Team Member Features
Profile Pictures
Team members can upload a profile picture to represent them on the plan, creating a visual experience that makes it clear who is doing what, by when.
Real-time Updates
Changes are visible to everyone, right away. No more searching through emails or working with out-of-date spreadsheets.
Mobile Access
Team members can update plans via mobile web browser, making it easy to keep things current even when away from the office.
Change Tracking
All changes are tracked and can easily be undone. See exactly what changed, when, and who made the change.
How to Add Team Members
Add Team Members
Simply click the 'add' button in the people bar, or click the owner of a workstream, milestone or action and type the name of the team member to add.
Send Invitations
Once you have added them, hover over their icon in the people bar and click 'invite' to send them access to the plan.
Set Permissions
Choose whether team members can edit the entire plan or just update their own milestones and actions.
Permission Levels
Plan Owner
Full access to edit all aspects of the plan, invite new members, and manage permissions.
Editor
Can edit milestones, actions, and workstreams throughout the plan.
Contributor
Can update the status and details of milestones and actions assigned to them.
Viewer
Can view the plan and all its details but cannot make changes.
Professional Edition Features
Professional Edition includes additional collaboration features:
- Team Reports: Create reports for each team member showing their milestones and actions
- Activity Stream: Full history of everyone's changes - a microblog of updates
- Advanced Permissions: More granular control over who can access what
- Company Branding: Include your company's branding in shared reports and exports
Best Practices
Start small: Begin with a core team and add members gradually as needed
Set clear expectations: Make sure everyone understands their role and responsibilities
Regular updates: Encourage team members to update their milestones regularly
Use notifications: Take advantage of RSS feeds and calendar integration to stay informed