Rebecca Berg January 3rd, 2018

Update: Sharing Task Boards

Been excited for this update! You can now make your task boards public. This allows you to share the boards with clients in the portal or with your admins and users on your account.


How to edit settings

Only boards that are assigned to jobs or leads can be shared. To do it is simple! Once the board is added to that job or lead, click the little downward arrow and then EDIT PRIVACY SETTINGS. By default these boards are private and only YOU and your assigned teammates on the job.


Privacy Settings Options

When you edit the privacy settings, two options come up.

ADMIN & ASSIGNED USERS - The default. This is a private board that only you and your assigned teammates can view.
CLIENT PORTAL - This is a shared board with your clients. They will be able to see it in the portal. This will allow them to follow along with you and what you complete. Switching the task board to this setting will also allow them to edit and create tasks as well. Toggling settings for them is not a feature at this time. Great for collab-ing with your clients! Clients will not get an email when you assign them to a board.


Client Portal View

When you have the CLIENT PORTAL selected, the client does not get an alert. If they would like to view the board, they can login to the client portal and under DOCUMENTS of that job, the board will be there. Just send them their portal info!


Your view

You can view the status of a board under the job or lead so you always know what state a board is in.

Client Portals MUST be used to share boards with clients.

Hope you enjoy this update!