Team

Share a board with your whole office

Share a board live with everyone in your office at once. Press and hold the board, tap Share, then Collaborate. Tap Choose a Team or Organization, pick yours, and tap Collaborate. Everyone sees it in Shared and gets your updates. People who leave the office lose access.

Organization plansUpdated By Isaac Stalzer

  1. Collaborate with a Team or Organization, and Choose a Team or Organization.

    Step 1 of 4

    Open Collaborate

    Press and hold the board and tap Share. Tap Collaborate. Tap Choose a Team or Organization….

  2. The Collaborate sheet with Organization picked. The name is blurred.

    Step 2 of 4

    Pick who gets it

    Pick Organization or Team, then pick yours.

  3. Target Specific Tags and Seed for new members switches.

    Step 3 of 4

    Include new agents

    Turn on Seed for new members to give each new agent their own copy when they join.

  4. The Collaborate button at the top of the sheet.

    Step 4 of 4

    Share it

    Tap Collaborate. Everyone sees the board in Shared, and your changes reach them.

Good to know

  • You need a paid plan, and you must be an admin of the organization or team.

  • To end it, open the same place and tap Stop Collaborating.

Next guideMake a team that belongs to your office