How to share a board in monday.com
Sharing Word documents, website links, images and more happens all the time in day-to-day business. So, why wouldn’t you want to share your monday.com boards as well? Well, you can!
You may not know it, but sharing a specific monday.com board that showcases your current project or tasks with both colleagues who use monday.com and others who aren’t on the platform can be done in just a few clicks. Here’s how.
1. Select your board
Select the board you want to share by navigating down the left-hand side of your monday.com workspace.
2. Select the view you want to share
Once inside the selected board, you’ll likely have multiple views, such as Timeline and Gantt charts already created. Choose which one of these views should be shared. Navigate across the view bar until you find the specific view, in this situation, the “Gantt” view has been chosen. You can read how to create a Gantt view in monday.com by following our simple guide.
3. Navigate to the "Share" button
Once you have selected the desired board and view, hover over the viewbar and click the three dots next to the View name
Then, navigate down the list of options until you find the “Share” button.
4. Edit the sharing options
You’ll then have the option to change the name and description of this sharable view. Note, changing the name and description at this stage only changes for the sharable view and does not edit the default view names within your board.
5. Let the sharing begin!
Now the View’s name and description has been edited, it’s time to start sharing! Simply, hit the “Start” button to make the page live and then you have two options:
- Shareable link
The shareable link option allows you to share the View link with anyone you choose. This link can be viewed from any browser, providing a presentable and seamless experience for anyone who wants to see your board. Simply click “Copy” next to the shareable link to paste it anywhere and send it to anyone who you want to have viewing access.
- Embed code
You also have the option to embed your board view by copying the embed code and pasting it directly into your website, social media channels, or other external platforms. This allows you to display a clear representation of your monday.com board in external locations.
For example, below is the Gantt view which has been used as an example throughout this blog, embedded into the blog page itself.
And that’s it! Sharing your monday.com boards is simple and easy, providing your team, department, or entire business with the information they need.
If you need any further help with monday.com, including customisation, automation, or creating new boards to share, enable.services can help. As a monday.com Gold Partner, we have yet to find something we can’t accomplish within the platform. Watch how we have helped businesses transform their operations with monday.com.
