The Title Bar

The plan's name, who can see it, your role in it, and Share or Copy, in the strip across the top of the editor.

The title bar is the strip across the top of the editor, above the tab you are working on. Reading from left to right, it holds the logo, the plan's name, a pill saying who can see the plan, a pill saying whether you are editing or viewing it, and at the right edge the button that matters most for this plan: Share if it is yours, Copy if it is someone else's. Your account button sits at the very end.

The title bar of a shared plan, as its owner sees it: the name, the Shared visibility pill, the Editing role pill, a solid Share button and the account button.

The logo on the left takes you to the liveplanner home page. On a phone it shows without its wordmark. Hover over it (or tap the small arrow beside it on a touch screen) to see every liveworkspace site: liveworkspace.app at the top, then each app, such as livediagram.app. One click switches to any of them. The other parts of liveplanner (the Explorer, Help and more) are links along the foot of the Explorer panel.

The plan name

The name sits in the middle of the bar. To rename the plan, click the name, type the new one, and press Enter (or click away) to keep it. Escape leaves the old name in place, and clearing the box and confirming keeps the old name too. Names are capped at 60 characters, the same limit the Explorer uses. You can also start a rename from the command palette with Rename Plan.

Only people who can change the plan's structure can rename it: its owner and anyone on an Editor link. On a Participant or Viewer link, or a link to a single tab, the name is plain text and clicking it does nothing.

The visibility pill

Right after the name, a small pill says who can see this plan. It reads one of four words:

  • Private: only you can see it.
  • Shared: anyone with one of its share links can open it.
  • Team: it lives in a team library and every member of the team can open it. A team plan with a live share link reads Shared instead.
  • This Browser: it is saved only in this browser, never on our servers (see Offline Mode). This wins over all the others.

Hover the pill, or tab to it with the keyboard, and a legend opens beneath it. At the top it shows Who Can See This for the current state, with rings around a figure of you lit out as far as the plan reaches. Under that the three audiences sit on one scale: Just you (Private), Link (Shared) and Team, filled up to where the plan is now. Hover any other stop to see what it would mean (the heading changes to If It Were). This Browser sits apart below the scale, since it is the opposite of sharing: the plan never leaves this browser.

The legend under the visibility pill of a Shared plan: who can see it, the four audiences from Just you to Everyone, This Browser apart, and the owner's Change Who Can See This button.

If the plan is yours, the pill is also a button: clicking it opens the Share dialog, and the legend ends with a Change Who Can See This button that does the same. Everyone else gets the legend to read but no button, since only the owner decides who can see a plan.

The pill does not show on a phone (the bar has no room for it), in Zen mode, or inside an embed, which hides the whole title bar.

The role pill

After the visibility pill comes a second pill saying what you can do here right now: Editing, Participating or Viewing. It follows your share role: the owner and anyone on an Editor link see Editing, a Participant link shows Participating, and a Viewer link shows Viewing.

Hover the pill to see who owns the plan: Owned by you on your own plans, or Owned by and the owner's name on someone else's. When the owner's name is not known, the pill has no hover text.

If your role lets you edit, the pill is a switch that steps through all three, so you can check what each kind of link will get before you send it:

  • Click Editing and it turns to Participating: you work the plan as someone on a Participant link does, with their limits. You can comment, take part in a vote or a timer, add and work with cards and type into Sheet cells, but not change how a board, sheet, dashboard or form is set up.
  • Click Participating and it turns to Viewing: the plan becomes read-only, exactly as someone on a Viewer link sees it.
  • Click Viewing to go back to editing.

The preview only changes what you can do, in this browser tab: nobody else sees your role change, and reloading the page brings you back to Editing. Anything you add while participating stays in the plan.

For a Participant or a Viewer the pill is just a label. Clicking it does nothing, because their link does not allow editing.

Like the visibility pill, the role pill is hidden on a phone, in Zen mode and in embeds. With Minimal Chrome on, it leaves the title bar and becomes a pencil, a ballot box or an eye at the start of the bottom bar, which works the same way.

Share or Copy

The right edge of the bar holds one main action, and which one you get depends on whose plan it is.

Share is for the owner. It opens the Share dialog, where you create and manage links. The button turns solid blue once the plan has a live link, so you can tell at a glance that it is shared. On a This Browser plan it asks you to save the plan to your account first, since there is nothing on a server to share yet.

Copy is for everyone else who has the plan open: someone on a share link of any role, or a team member opening a plan a teammate owns. It makes a copy of the plan that belongs to you:

Click Copy. It reads Copying while the copy is made.
The editor opens your copy, named "Copy of" and the original name.

Find it again later at the top level of My Work in the Explorer.

Your copy starts Private: no share links come with it, and nothing you do to it touches the original. If you opened the plan through a link to a single tab, the copy holds just that tab. You do not need an account to copy; as a guest the copy is saved under your guest identity.

Your account

At the far right is your account. Signed in, it shows your initial; click it for a menu with your name and email, Account (which opens Settings on your account details, without leaving the plan) and Sign out. Not signed in, it shows Sign in instead (see Signing In). Where sign-in is not available this space is empty.

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