Sharing a Timeline

You want to share the appointment (start and end date) of a timeline as an iCalendar file (ICS format) so that other users can easily add the appointment to their calendar. The data will be sent by e-mail. You can share all or selected timelines of an item

  1. Starting from the sidebar navigation, click > Planner > Calendar and navigate to the line of the element whose timelines you want to share.

  2. Right-click on the element.

    3. The element's context menu is displayed.

  3. Click Send timelines by email.

    4. The Send by email dialog box is displayed.

  4. In the Recipient field, search for users with whom you want to share the timelines. The field works like a search: Enter a name. The dropdown shows corresponding hits. Click the desired hits to transfer the users to the recipient list. Repeat as necessary until all recipients are entered.

    5. The selected recipients are listed in a table. The Access column displays whether the users can access the Planner.

  5. Enter your message in the input field.

  6. Choose Send.

    7. A confirmation prompt is displayed.

  7. Click OK.

The e-mail has been sent to the selected recipients. The e-mail includes information about the name of the timelines, the start and end dates, and the path to both the corresponding planning activity and the start and end dates of the timelines within the tree structure attached as an ICS file.

  1. Starting from the sidebar navigation, click > Planner > Calendar and navigate to the line of the element whose timelines you want to share.

  2. Double click on the element.

    3. The detailed view of the element is displayed.

  3. Go to the Timelines tab.

  4. In the first column in the table, activate the checkboxes for the timelines that you want to send. You must activate at least one checkbox.

  5. Choose Send by email.

    6. The Send timelines by email dialog box is displayed.

  6. In the Recipient field, search for users with whom you want to share the timelines. The field works like a search: Enter a name. The dropdown shows corresponding hits. Click the desired hits to transfer the users to the recipient list. Repeat as necessary until all recipients are entered.

    7. The selected recipients are listed in a table. The Accesscolumn displays whether the users can access the Planner.

  7. Enter your message in the input field.

  8. Choose Send.

    9. A confirmation prompt is displayed.

  9. Click OK.

The e-mail has been sent to the selected recipients. The e-mail contains the timelines that you selected in the detailed view of the element. The same data as the data sent when you send all the timelines of an element is sent for these timelines.