Sharing a Section in the Board

Sharing a Section in the Board

Feature Availability

 
 
Overview
Board admins can share a section with anyone who's a part of the organization. This includes people who are not the part of the section.
Notes
Non-members of the section will only have access to the board that was shared with them.

 

How to share a section

  1. Click Tasks.



  2. Select the Board from the left extended menu that contains the section you want to share.



  3. Hover over the section title and click the down arrow near the header.
  4. From the dropdown, click Share this Section.



  5. In the pop-up, search for users you want to share the section with and click Share Section on the right.


To share with multiple users:
  1. In the preferred board, hover over the section title and click the down arrow near the header.
  2. From the dropdown, click Share this Section.



  3. In the pop-up, search for users you want to share the section with and click Select on the right.



  4. Select the people you want to share the section with, click the user selection on the right, and select the accessibility preferences.


Notes
When you share a section with someone, they'll receive a notification in Connect.



Clicking the notification will take them to the shared section page.
 
To remove sharing for someone:
  1. In the preferred board, hover over the section title and click the down arrow near the header.
  2. From the dropdown, click Share this Section.



  3. In the pop-up, click the sharing preference on the right and select Remove Sharing.

 
To remove sharing for multiple users at once:
  1. In the preferred board, hover over the section title and click the down arrow near the header.
  2. From the dropdown, click Share this Section.



  3. In the pop-up, search for users you want to share the section with and click Select on the right.



  4. Select the people you want to share the section with, and click the user selection on the right and select Remove Sharing.


IdeaUse this feature to ensure no important section gets overlooked. It's especially helpful for project leads and team updates.

How to view a shared section

  1. Go to Tasks.



  2. Click See more in the left extended menu.



  3. In the extending menu, click Shared with Me.



    The board in which the shared section is present will be shown on the right side.



    Once clicked, the shared section will be shown.



We hope you find this guide useful! For more details or any questions you may have, contact our team at support@zohoconnect.com. We're happy to help!

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