Shareable Boards

About Shareable Boards

Shareable Boards are boards that you can make available to visitors from the outside, such as freelancers, clients, contractors, lawyers, and graphic designers. It helps you keep track of both your and their progress because it enables you to work together on certain projects with your outside users without granting them access to your entire account.

Creating a Shareable Board

Click the +Add button at the bottom left of your screen, then select “New Board” to create a shareable board.

You will then have the option of making your board public, shareable, or private.

Why are they useful? 

Shareable Boards are only able to be used and seen by their subscribers and guests.  Shareable boards are designed to let you share projects with outside visitors without giving them access to your entire account.

Note: Administrators within the Enterprise Plan are able to see all details of a shareable board, including items such as Name, subscribers, and creation date, via the content directory. 

Guests to the shareable boards will only be able to see boards that you are sharing with them.  Access to other boards will not populate for these users.  This is an example of what a guest account may look like.

Attached is an example of what your clients can and cannot do.  

On which plan are Shareable Boards included? 

Our standard plan includes the use of Shareable Boards.  On the standard plan, you have the ability to invite up to three additional guests at no charge.  

Further guests will be counted and added to your billing plan. 

The number of guests you receive is infinite if you upgrade to the pro package. See this post for additional details on the guest pricing.

Requesting access to a Shareable Board

If you came across a shareable board you do not have access to then you will receive the following message below.  You can click the blue “Request access” button as shown below to immediately request access to the Shareable Board:

By pressing this button, you’ll let the board owner(s) of this Shareable Board know that you’ve asked for access. Board owners can give you access to this Shareable Board if they’d like by clicking the notification and going to the subscribers page.  For further questions, please visit out Knowledge Center.  To view the Knowledge center, click the Home Page icon in the top left of your page, then select Help Center on the right side of the Home Page.  Click Knowledge Center to Visit out Help Pages.  If you have additional questions, please feel free to contact our team by selecting the blue “Contact Us” button.

Useful Resources

For further details on visitors, see the following articles:

  • What can visitors to my shareable board see and do?
  • Pricing for visitors
  • How do I assign assignments and projects to visitors?

Note: Only the initial user who moved the items can press the undo button.

For further questions, please visit our Knowledge Center.  To view the Knowledge Center, click the Home Page icon the top right of your page, then select “Support” and make you way to “Help Center” in the bottom left.  If you have additional questions, please feel free to contact our team by selecting the blue “Contact Us” button.