Sharing Quick Planner boards
You can share work boards and plan boards with project areas, team areas, and users.
Open Quick Planner by selecting .
Before you begin
You must have already created a work board or a plan board.
About this task
- To share your board, in the left navigation pane, hover beside your board name and click the ellipses: , and click Board settings & Sharing.
To share the board with another project or team, click in the Project and team
sharing field, and the available teams appear. Select the team that you want to share
this board with. To remove shared areas, click the delete () icon in the share label.
The following screen shows an example of the sharing page after the fields are completed:
- To share the board with another user, click in the User sharing field, and the available users appear. If no names appear, type the first few letters of the name of the team member, and the name appears. Select the user or users that you want to share this board with.
- To remove shared users, click Unshare,
- To return to the board, click Close or click your board name in the left navigation pane, and your sharing is automatically saved.