How can I share my One Page Plan to my Roundtable?

Once you have been added to a Roundtable as a Member, you can easily share your One Page Plan.

To go to the Roundtable, select the drop-down menu (upper left corner next to your company name/logo), and select your Roundtable name.

Next, select 'One Page Plan' on left side panel and in the upper right corner, select 'Permission'.

From the 'Permission', select 'edit'.

Now you can select the roundtable members you wish to share the 'One Page Plan' with, or simply select 'Share with all roundtable members' and click Close. Next refresh your page.

Now that your One Page has been shared, it is visible from the One Page Plan by selecting the 'Roundtable Member' drop-down menu.

From the drop-down menu, you can select your One Page Plan and see all the other One Page Plans that have been shared with you.

Lastly, choose someone from the list to bring up one of their shared One Page Plans!