🔗 Share Direct Content Links with Your Team

You can share precise links to modules, document sections, or files in Plannerly to streamline collaboration. Below are a few ways to do that — and when each method is best used.

🌐 1. Share the Current Module URL

When you’re inside a specific module (Docs, Scope, Verify, etc.):

1. Copy the URL from your browser.

2. Paste and share it with teammates.

⚠️ Tip: The person you share with must already have access to the project (via Viewer, Editor, or Manager role) to see linked content unless you make links public.

📄 2. Copy a Link to a Specific Document Section

To guide someone directly to one section in DOCS:

1. Click the three dots (⋮) next to the section title.

2. Select Copy Link.

3. Share the link with your team.

✨ Great for referencing between sections or pointing others to a specific document part.

🔓 3. Share a Public URL of the document (for Non-Plannerly Users)

To share content with people outside of your project:

1. In the File Manager, click the three dots (⋮) on the file.

2. Choose Make URL Public.

3. Select Copy URL and share.

🌍 Anyone with that link can view the file (if your project settings allow).

📥 4. Download & Share a File

Prefer to send the file itself?

1. In File Manager, click the file’s three dots (⋮) menu.

2. Select Download.

3. Share it however you like (email, chat, etc.).

👥 5. Invite a Team Member Directly

Instead of sharing a link, you can invite colleagues straight into the project with the right permissions:

1. Go to your Project Settings.

2. Select Manage Roles & Permissions.

3. Enter your teammate’s email.

4. Assign them as a Manager 👑, Editor ✏️, or Viewer 👀.

5. Click Invite.

🚀 This gives them instant access without needing to follow a separate link.

✅ Choosing the Right Sharing Method

✨ Pro Tip: Use direct section links in training, onboarding guides, or project notes to help teammates navigate more quickly.