Sharing Tasks via Email

Last updated: January 2026 · 4 min read

PlanItNine makes it easy to share your daily plan with managers, team members, or accountability partners. Recipients don't need a PlanItNine account - they just receive a clean email summary.

Why Share Your Tasks?

Sharing Today's Tasks

To share your current day's plan:

1. Click the email icon (📩) in the Daily Board header
2. Choose a sharing option from the dropdown

Quick access to email sharing options.

Email Options

• Email to myself: Send a copy to your own email address
• Email to others: Send to any email address(es)
• Auto-send settings: Set up automatic daily emails

Sending to Others

When you choose "Email to others":

1. Enter one or more email addresses (comma-separated)
2. Add your name (so recipients know who it's from)
3. Optionally add a personal message
4. Preview the email
5. Click Send

The email dialog shows a preview of what recipients will see.

What Recipients See

Recipients get a clean, formatted email containing:

• Your name and the date
• Your Big task (marked clearly)
• Your Medium tasks
• Your Small tasks
• Your personal message (if any)

Auto-Send Premium

Premium users can set up automatic daily emails:

1. Click the email icon (📩)
2. Select "Auto-send settings"
3. Enter the recipient email address(es)
4. Choose the send time (e.g., 8:00 AM)
5. Enable auto-send

Each morning at your chosen time, PlanItNine will automatically email your daily plan to your specified recipients.

Sharing Individual Tasks

You can also share individual tasks from the Outliner:

1. Click the task's menu (⋯)
2. Select "Email Task"
3. The task and its subtasks will be included in the email

This is useful for delegating work or sharing project details with stakeholders.

Assigning Tasks

Need to delegate a task? Use the "Assign to" option. How it works depends on who you're assigning to:

Assigning to List Members

If the person is already a member of your shared list, just select their name from the dropdown. The task is assigned instantly and they'll see it on their board.

Inviting New Collaborators

If they're not on the list yet:

1. Click the task's menu (⋯)
2. Select "Assign to..."
3. Enter their email
4. They'll receive an invitation to join the list

No Sign-Up Required

Need someone to complete a task without creating an account? You can send a task directly to anyone:

1. Click the task's menu (⋯)
2. Select "Assign to..."
3. Enter the recipient's email
4. Add any instructions
5. Send

They receive the task via email and can mark it complete without signing in. Great for one-off requests or people outside your organization.

Privacy Considerations

Best Practices

Related Guides

• Daily Planning Board Guide
• Using the Task Outliner
• Getting Started with PlanItNine