Share your plan

Share a read-only link to today’s tasks, post your plan to Slack, and rotate or revoke the link.

You can share a read-only view of today’s tasks with your team, your manager or anyone else, with a simple link.

Share today’s plan

  1. Open the share window in one of these ways:

    • On a computer, click Share plan above your day columns.

    • On a phone, open the menu drawer and tap Share today’s plan.

    • Press ⌘/Ctrl + K and choose Share today’s plan.

  2. Under Public link, click Copy. In the Planzer apps you can also use your device’s share sheet.

  3. Paste the link wherever you like: a chat, an email or a status update.

  4. Click Done.

What people can see

Anyone with the link sees a simple page with your name, the date and today’s tasks. For each task they can see:

  • The title and project

  • The estimate

  • The deadline

  • What the task is waiting on, if you’ve marked it as waiting

They can’t see any other account information, and they can’t change anything. Viewers don’t need a Planzer account.

Post your plan to Slack

If you’ve connected Slack, the share window also has Post to a Slack channel.

  1. Type the channel, for example #standup, or a channel ID.

  2. Click Post.

This posts the task list itself, not the link. Invite the Planzer bot to the channel first, especially if it’s private.

Stop sharing

  • Rotate link creates a new link. The old one stops working straight away.

  • Revoke turns off sharing completely.

Anyone who opens an old or revoked link sees “This link is no longer active” and will need to ask you for a fresh one.

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