Sharing a public board for clients
completed
Frances Coronel
Just like Trello offers the ability for folks to look at a board that is publicly viewable (no editing) for anyone who has the link, I would like to be able to share my board with clients or users interested in seeing what progress my team is making.
It would also be even better to be able to embed this public board on a website.
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Ivan Villa
completed
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Joanna Sun
Ivan Villa: This is awesome! I can't wait to share it with my client. We can use this feature right away. Thank you and the ClickUp team and Zeb for listening to this request. It will be hugely useful.
Brandon Hite
The limitation in Clickup as of today is that public Lists only let you see what's displayed in the list view. While this is useful for tasks with small chunks of meta data, the description, comments, long-text custom fields, etc. are tucked away inside the Task view that can't be opened.
In my mind, setting up lists to be shared publicly (ideally, password-protected) should come with a toggle that also sets all tasks within to be shared publicly. The public Task view is great, and I was expecting to see it when I clicked a task inside a public List View. It's kinda confusing that these features weren't intertwined to begin with. It feels like a natural combination for Tasks to inherit their parent Lists' public sharing permissions.
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Tiffany Mclain
Can we also share Lists or Spaces? It wouldn't be as helpful if it was just boards! Thank you thank you thank you!!!!! Ivan Villa
Ivan Villa
in progress
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Phil Sim
Ivan Villa: Hoorah
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Jody van Dongen
Ivan Villa: Is Brandon Hite's request for "Password projected shared views" also in progress?
Artem Vasenin
Basic sharing is up now, but it would be nice if there was an option to recursively share all subtasks
Caden Sumner
Also would love this - just about to suggest the same thing. Ideally having a shareable link (like they added for asks) where anyone with the secret link could view the board without an account. Would make sharing progress & priorities to customers a breeze.
Sarah Chappell
Would love this for calendar view, too!
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Joanna Sun
List view is up as of yesterday, but I would love to see the other views shareable as well - Board, Gantt, etc.
Matt Tabor
You can set Guests to only view content, not change, and limit which Projects/Lists/Tasks they can access. There are 4 levels for guests (View only, Comment, Edit, Create), so you could just set them up with a guest account that only lets them View the Project.
I guess the limiting factor here would be the number of guest accounts you have to set up, whereas a Public version would be anyone that opens up a link you could send out...
I like the idea of being able to embed it in a website, tho...
Mateo Baisden
Matt Tabor: and that a public board wouldn't require an account.
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Joanna Sun
Mateo Baisden: Exactly. Minimum hassle.