Sharing Plans and Trackers

For the complete team workflow, including shared boards, collaborative item bodies, comments, history, agent access, links, and local/hybrid/shared tracker types, see Collaborative Trackers.

Plans and other full-document tracker items start out local to your machine. You can share an individual item with your team so everyone works from the same copy, and edits sync both ways, including changes made offline.

Share an item

Open the item's detail panel and click Share. The button switches to Shared and the item becomes visible to your team. Click Shared again to make it local-only.

Sharing is available when:

• Your workspace has a team configured, and

• The item is a native tracker item or one backed by a markdown file (frontmatter or imported).

Inline tracker items, the ones written as markers inside a document, are always local. Promote one to a full item first if you want to share it. Some tracker types are shared with the whole team by design; those are always shared and have no per-item toggle.

What stays in sync

Once an item is shared, its status, lifecycle, and body stay in sync across the team. Edits from teammates flow back to you, and edits you make offline sync the next time you reconnect. Session links are personal, so they are cleared when an item becomes shared.

Seeing what is shared

Each item carries a small sync indicator: local, pending (waiting to sync), or synced. To scan sharing across many items at once, turn on the optional Shared column in the table view (see Views: Kanban, List, and Tag Board). It is off by default.