Sharing Plans
Introduction
Plans work best when the people doing the work can see them and update their own part. This page shows how to add someone to a plan, invite them and set what they can do. You need Owner or Full access to the plan.
Steps to add and invite someone
- Open the plan.
- At the end of the people bar, select Add or invite someone.
You can also select the owner of a workstream, milestone or action and type a name there. - Type the person's name and press Enter.
They join the plan with Full access. If you have shared a plan with them before, choose them from the list. - Hover over their picture in the people bar to open their card.
- If the card has no email address, enter one. Then select [INVITE].
MilestonePlanner emails them an invitation. Their card shows that the invite has been sent until they sign in. - To change what they can do, choose full, view or none under access on their card.
The person now appears in the people bar and can be given milestones, actions and workstreams to own.
Roles
Someone you add has Full access: they can view and update everything in the plan. Choose view if they should only see the plan and update their own items, or none if they should not see the plan. Project Roles and Permissions explains each role and how permissions pass down through a plan.
Removing someone
Open their card and select [REMOVE]. Their milestones and actions become unassigned. You cannot remove the plan's owner.
An invited person who has not yet signed in has no [REMOVE] button. Their card shows "invite sent" until they do.
What everyone can see
Changes are recorded against the person who made them, with the date. Anyone who follows the plan's RSS feed can see what changed in its milestones and who changed it. In the Professional Edition, the Activity panel lists those changes too, and you can undo a change. See Activity Stream.
Using a phone
MilestonePlanner runs in a web browser, so team members can also update their items from a phone. The Timeline and Review pages are shown on larger screens only.
Profile pictures
Each team member can upload a picture on their My Account page, so the plan shows who is doing what. See Updating your profile.