Individual vs. shared planners

Should each person complete their own copy, or should a crew work on one together?

For everyonePortal and app2 min read

	Individual	Shared
How it works	Each person assigned gets their own copy and completes every task.	Everyone assigned works on one copy. Anyone can complete a task, and everyone sees it.
Best for	Personal checks and work each person must sign off themselves.	Crew or team jobs where the work is split between people.
Forms	Each person fills out their own.	Form submissions are shared with everyone assigned.
Available for	All planner types and schedules.	Task Planners with open-ended assignments.

Examples

• Individual: every driver completes their own vehicle check before their shift.
• Shared: a cleaning crew splits the floors of a building, and the manager sees one combined record.

Note

Overall comments aren't available on shared planners yet. Add notes to individual task outcomes instead.