Planner settings
Manage Planner members and customize their experience.
Customize Planner experience
are one of the key concepts in Timebook, helping you store and manage all project-related work in one place. Planners let you build a structure for your content, handle your Work Items, and select a specific group of people to focus on the project.
In Timebook, each Planner has its own settings that you can use to define common elements so that all the users can work the same way. In other words, Planner settings can help members stay on the same page across the project.
In the Navigator, select a Planner and press the [Planner settings] icon next to it.
This opens a modal with several tabs that contain the settings described below.
Only can access all the tabs in the Planner settings.
However, regular Members can still access some options here, like inviting other users to the Planner or leaving the Planner.
What settings are there?
Manage your Planner by assigning a Client to it, transferring ownership to someone else, or archiving it. Learn more: General settings in Planner
Add more members to your Planners and manage the roles of current members. Learn more: People settings in Planner
Define the way you track Work Item progress across your Planner. Learn more: Custom statuses
Turn Workstreams on and off in your Planner and define their details. Learn more: Workstream settings
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