A shared private link gives access to any person who gets it to view the project's Board together with the details that you want to share.
It can be useful in different situations:
- when negotiating a project with your customer at any stage of its lifecycle (presale, development, launch);
- for making presentations for any stakeholder;
- for placing your link online (for example, on your website to show your plans for the next year).
How to share link for Board view of the project
Click on the share link icon 1 in the upper right corner of your board.
After that, you can click straight away on Create link 2. This will generate a default link without any description that will display the current state of the project.
However, you can configure a set of options for the link:
3 Add description
The default name given to a link is a today date. In this field you can write the description or name of the link. The description won't be visible on the link.
4 Apply filter
You can apply any filters configuration that is available for a board. To do this, go to Filters and select which data you want to share. After that, save your filter and apply on the link creation page.
When sharing a project, you can choose Current filter to share a filtered version or Without filters to share the whole project.
5 Set password
You can add a password that should be used by people who want to view link. This will keep your board secure.
6 Apply a snapshot
By default, you will share the dynamic state of a board. In this case, the person who gets the link will be able to see the current state of a board and all the following changes as they are made.
If you need to share a static picture, i.e. a snapshot of the current state of a plan taken at the moment you’ve created that link, tick the Snapshot box. The person who gets the link will be able to only see the current state of a board without any following changes.
All the links you create get into the list. There, you can:
7 Copy a link by clicking on a corresponding icon and pasting it wherever needed to share.
8 Disable a link by switching off the Status toggle, or enable it by switching the toggle on.
9 Delete a link by clicking on a corresponding delete icon.