Shared guide

How to create a shareable board

Step-by-step guide covering: Click the 'Click here' link; Click Change to Private or Change to Shareable; Click 'Invite them and grant them access to this…

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Step-by-step Guide4 steps
  1. Click the 'Click here' link

    By clicking this link, you will activate the associated action or feature, which may redirect you to a new component or provide additional options relevant to your current task.

    Click the 'Click here' link
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  2. Click Change to Private or Change to Shareable

    Select either 'Change to Private' or 'Change to Shareable' to adjust the visibility settings of the current item. This will either restrict or allow access to others based on your choice.

    Click Change to Private or Change to Shareable
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  3. Click 'Invite them and grant them access to this board'

    This option allows you to invite team members and provide them access to the board you're making shareable. Make sure to select this to collaborate effectively with your team.

    Click 'Invite them and grant them access to this board'
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  4. Click the Change board to shareable button

    This action will convert the current board from a main board to a shareable board, allowing visibility only to subscribers. You'll be prompted to decide whether to invite assignees to the board or remove their current access.

    Click the Change board to shareable button
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