Manage Document Collaboration: Track and Assign Responsibilities Seamlessly Who is responsible Assign and Manage Document Responsibilities
Improve Document Collaboration: Assign and Track Responsibilities for Efficient Workflow

As professionals, we often find ourselves working on complex documents and projects that require collaboration with multiple team members.

Keeping track of who’s responsible for each part of a document and knowing when a certain section is ready for review can be quite challenging. That’s where Plannerly comes in to simplify document collaboration and accountability.

The Challenge with Word Documents

Word documents have been a standard in the business world for many years. While they offer a range of features for document creation, they lack built-in functionality to track accountability and progress. As a result, it becomes arduous to understand who is responsible for specific parts of a document and when each section is ready for review and approval. This leads to confusion, delays, and potential errors in the overall project.

Plannerly to the Rescue

Plannerly is an innovative platform that aims to streamline document collaboration and bring clarity and accountability to your projects. With Plannerly, you can assign team members to be responsible for completing specific document sections, ensuring that everyone knows their role and can focus on their designated tasks.

Here’s a quick video showing how this works in practice:

Streamline Document Workflow: Track and Assign Responsibilities with Plannerly

Assigning Responsibilities Made Simple

Using Plannerly it’s simple to assign responsibilities. With a few clicks, you can assign team members to be accountable for completing specific sections of a document. For example, let’s say a team has access to a document and you, as the project manager or document owner, want to assign Michelle to be responsible for completing a particular section. Within Plannerly, you can easily assign Michelle to the section by selecting her from the team members list.

Streamlined Communication and Collaboration

When Michelle is assigned to a document section, Plannerly notifies her about the responsibility. She can then access the section and make edits or updates as needed. By ensuring that only the assigned team member has editing rights, Plannerly prevents unauthorized modifications and reduces the risk of conflicting changes from multiple contributors.

Tracking Progress and Status

Plannerly takes accountability a step further by allowing you to track the progress and status of each document section. When Michelle completes her assigned section, she can move it to the “Shared” state. This action signals to all project members that the section is ready for review and feedback. Team members can provide comments and suggestions to further enhance the document in its collaborative stage.

Efficient Approval Processes

Plannerly ensures simplicity throughout the collaboration and approval process. The only state in which a section can be edited is the “In Progress” state, where the assigned team member actively works on the content. The other states, “Shared,” and “Published,” are specifically designed for commenting, review, and approval purposes. This clear distinction eliminates any confusion about the stage of each document section and promotes effective collaboration within the team.

Once all necessary changes and revisions have been made, and a section is deemed ready for approval, the project manager can move the section from the “Shared” state to the “Published” state. This transition signifies that the section has been authorized for final use and should not be further edited unless necessary.

Comprehensive Tracking and Documentation

In addition to simplifying document collaboration and accountability, Plannerly keeps a comprehensive track of all actions taken. Every comment, change, and movement of sections is logged within the platform. This functionality not only helps in maintaining an audit trail but also provides valuable insights into the document’s history, making it easy to review decisions made during the project’s lifecycle.

Plan Early with Plannerly

In conclusion, Plannerly is a huge boost for professionals seeking to streamline document collaboration and accountability. By assigning responsibilities to specific sections of a document and tracking their progress, the platform ensures that all team members are clear about their roles and the status of each section.

Remember, don’t plan late; plan early with Plannerly.

Did you know that Plannerly (The BIM Management Platform) is FREE TO JOIN?

Did you sign up yet?:

Three Bonus BIM Resources 🥳

1. Other Interesting Reads ⤵

2. The Complete BIM Management Workflow [VIDEO] 🎥

Here’s a video I think you might find valuable 😃 – it covers the complete BIM management workflow:

Complete BIM Workflow

3. Answers to some related Plannerly/BIM questions 🤔

I’ve also tried to summarize below some answers to the most common questions that I get asked about this subject – I hope you can use them too:

How does Plannerly simplify document collaboration?

Plannerly streamlines document collaboration by allowing you to assign responsibilities for specific document sections, track progress, and maintain clear communication within the team.

Can multiple team members work on a document simultaneously with Plannerly?

Yes, Plannerly enables multiple team members to collaborate on a document simultaneously by assigning responsibilities for different sections and facilitating efficient communication.

What benefits does Plannerly offer compared to standard Word documents?

Unlike standard Word documents, Plannerly provides built-in functionality to track accountability, progress, and status of each part of a document, eliminating confusion, delays, and potential errors.

How does Plannerly ensure that unauthorized modifications are prevented?

Plannerly ensures that only the assigned team member has editing rights for a specific document section, reducing the risk of conflicting changes and unauthorized modifications from multiple contributors.

Does Plannerly offer a comprehensive record of all actions taken during a project?

Yes, Plannerly keeps a comprehensive track of all actions, including comments, changes, and movement of sections, providing an audit trail and valuable insights into the document’s history for easy review.

I blog for the Five BIM Bloggers series.

Every week we share different perspectives on important BIM topics!

To hear our views first, Join Free or follow Plannerly!

Building Information Modeling Expert Articles

Follow 😍

Pin It on Pinterest

Share this? ❤️

Create an Account
- or -
By signing up, you acknowledge that you have read, understood, and agreed to the Terms of Service.