Sharing your first Board

Once you’ve added your first User you can start collaborating and sharing Boards. Anything you share will be instantly shared with the recipient, ready for them to view when they next login. Find out how to start sharing content now.

Written by Ross MacLeod

Whether it’s with your team, or a stakeholder sharing your board is a great way to report or collaborate.

Once you’ve added your first User you can start collaborating and sharing Boards. Anything you share will be instantly shared with the recipient, ready for them to view when they next login. In this guide we’re going to walk through sharing Boards for the first time.

Step One

First, navigate to the Board you wish to Share. You can select between Boards in order to find the one you wish to share using your Board List:

Step Two

You can share Boards using the Share button. You’ll find it on the top of any Board you have edit access for:

Step Three

After clicking the Share Board button, you’ll be asked to select to Share Board or Send a Copy. By clicking Share Board, you will then be able to select Users in which to share the board live:

By clicking Send a Copy, the recipient will receive a copy of the Board:

Step Four

If the User has sufficient access to the content on the Board, a copy will instantly be shared with the recipient ready for them to view when they next log into Futrli. An email will also be sent to their account informing them that you’ve shared a Board with them, the name of that Board and a quick link to it.

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