Sharing links for templates 🔗

  • 26 October 2021
  • 2 replies
  • 218 views

Userlevel 4
Badge +1

Onboarding, OKRs, stakeholder mapping, retrospectives, presentations, and beyond! There are so many frameworks and methods for team collaboration. WIth our latest update, you can share your favorite templates effortlessly. Help your team find the perfect template and get started on next steps in no time!

 

 

Sharing links creates a quick, easy, and secure way to direct users to specific templates within your team’s natural workflow.

  • 👉 Direct team members to the right template within the product in no time with unique template links.

  • 📚 Use templates with confidence with extra preview pages for custom templates.

  • ❤️ Encourage the adoption of standardized processes by linking to specific templates within your existing workflows.

  • 👀 Understand which templates team members can access, with additional visibility into inherited sharing permissions.

📚 Check the Help Center article to learn more. As always, we’d love to hear from you in the thread below 👇


2 replies

Userlevel 2

Hey Kristin, 

Great feature add! I’ve experimented with this and saw that templates are only visible for team members. 

In my context, it would also be super interesting if it would be possible to publicly share a link to a template. As a consultant, I already had multiple situations where I wanted to give access to a template to a client. In that case I always had to send them multiple boards with clear descriptions how they can add these templates to their account. If I would be able to just share a link with them, that would much simpler and would save me and my clients a lot of headaches. :)

Great feature! 

It MUST be expanded to beyond people in your team/company.

I’m a consultant and want to provide my clients with board templates they can use with their teams. Providing them with RTB backup files they need to upload instead of a one click automatic creation from a template is not an acceptable solution.

Reply