Collaboration workflow

Managing users

• User permissions
• Invite & manage users
• Invite collaborators with a link
• Change owner

Feedback and reviewing content

• How to leave feedback
• Annotations
• Suggestions
• Reply to comments
• Resolve comments
• Emoji reactions to comments

See all 8 articles

Approval process

• How to get Client Approval for content in Planable
• Where can I see what posts I need to approve?
• Approve a post
• Approvals and Approval Workflows
• Multi-level approvals
• Approval requests tab

See all 9 articles

Internal – External collaboration

• Review links explained
• Share content with external collaborators
• Internal – external collaboration
• Assign as team or client/external membership
• Internal posts
• Internal notes