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Planview Customer Success Center

How to Share a Tap

You can share your own or another person's Tap with Registered Users.

  1. On a Tap's Home page, click the Share icon.



Figure 1 - Share icon


  1. A popup will appear. When you click in the blank area under Select users by name, a dropdown will appear. Select all appropriate names and click the Send button. TeamTap will list the total number of users to whom you've sent the invitation.



Figure 2 - Invite colleagues to Respond