Are you looking to embed your company roadmap board in your website? Need to send customers specific boards or views without having them log into your account? Want all the team to be in sync by displaying a board on a TV in your office? You are able to do just that with the "share view" feature. 🌟
How to share your board or view
The ability to share a board view is only available for board owners.
As a board owner, to begin sharing a board or board view, click on the three-dot menu to the right of your board or view name. From the resulting menu, select "Share" as below:
From here, you are able to edit the name and description that will be displayed for your board or view, and easily share it with others by sending out a shareable link or embedding it in a website using an embed code.
To edit the name and description that will be shown on the shared board or board view, simply hover over the name or description, click on the blue pen that appears, and edit away!
Let's take a look at both of the sharing options, shareable link and embed code, below!
- Shareable Link
You can seamlessly send out and share your board or view with others through the "Shareable link" option. Just click on the "Copy" button as shown below, and you can then paste the link so that it can be shared with whoever you wish!
- Embed code
The standard way to embed in the web is via iframe html code. To get the code for your board take it from the "Embed Code" section with a click on the "Copy" button:
Once you've copied either the Shareable link or Embed code, you'll get a visual indication that your board is "live" and published by seeing the blue banner at the top of the board:
Choose the information you want to display
⚠️ Please keep in mind that filtered data (items and columns) can still be accessed through the shared views by technical savvy users although it is hidden. For more information about it, feel free to reach out to our team by using our contact form.
- Use the board filter
Let's say we are an event company. We would like to display all the events that are currently being worked on that are also considered a high priority. By using the board filter, you can create a view according to the exact parameters that you want to see. Simply apply your filters and make sure to hit "save as new view".
Once done, click on "share" to publicly share it!
By doing this, your shared board view will display only the information you've chosen to show. 🙌
- Hide columns
You can also hide specific columns from your board so that they will not show publicly. To do this, click on the eye icon located at the top of your board and choose the columns you'd like to display. Once complete, don't forget to save your view and name it as you wish!
Once done, if you share this new view, the hidden columns will not be displayed:
How to set up the shared view in full screen
Easy! To set up the shared view in full screen, just make sure to add the term "/embed/" right after "view.monday.com/" in the shareable link as below:
- Regular URL: https://view.monday.com/1...........008f657515eab
- Full Screen URL: https://view.monday.com/embed/1...................15eab
Then, you will see the board in full screen:
How to disable the shared view
If you are the board owner or account admin, you can disable the shared view at anytime. To do so, click on the view located at the top of your board and select "Share settings" as below and then click on the "Stop" button. ⛔️
Please note the following limitations when sharing a board view publicly:
- Mirrored items will not to show up in a shared board view due to privacy.
- Subitem data will only be displayed in a shared view if you've enabled the "Show Summary on Parent Item" setting on a specific subitem column.
- Columns that are marked as hidden or that have a "restricted column view" will not show up in a shared board view.
- Updates are not able to be displayed in a Broadcast View.
- Column summaries both on the group and board level will not show when a board is shared publicly
If you have any questions, please reach out to our team right here. We’re available 24/7 and happy to help.