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How to Invite People to a Plannerly Project

50 seconds Published 3 chapters

About this video

Step-by-step guide: https://help.plannerly.com/en/article/52-inviting-team-members-to-plannerly
Free Certified Plannerly Administrator course with certificate: https://plannerly.com/courses/admin/

Getting everyone onto a new project usually means emails and a spreadsheet of who is in. Here is how to invite people to a Plannerly project with Add Member, bring a whole team on from a pasted list, and see who is still pending. Nobody has to send another reply-all.

In this video:
0:00 Why skip the email chain
0:12 Add a member
0:32 Add multiple members

Next: Copy Your Team to a New Project in Under 60 Seconds: https://youtu.be/Uw4Cr-zxQLA
The whole Certified Plannerly Administrator course in order: https://www.youtube.com/playlist?list=PLXI2hGj1X37s

Plannerly is the BIM management platform used by nearly 150,000 teams to plan, scope and check project information.
Try it free: https://plannerly.com/
Free training: https://plannerly.com/training/
Help Center: https://help.plannerly.com/en/

LinkedIn: https://www.linkedin.com/company/plannerly
Instagram: https://www.instagram.com/plannerlyAEC

#BIM #ISO19650 #Plannerly

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