Share Task Views with Other Users

Updated 

In Project Management, you can share a task view either while creating it or after it has been created. 

Permission

Project owners, admins, and editors can create and share views. 

Sharing a view with other users during creation

  • A view can be shared with- 

    • Everyone: All collaborators (individual users or teams) added to the project get access to the view 

    • Selected Collaborators: Only selected collaborators get access to the view 

    • Only Me: Project visibility is restricted to only yourself and no one else can access it

       

  • When opting to share the view with specific collaborators, click on "Select Users/Teams." You can then choose the desired users or teams from the dropdown list, or search for them by name. 

  • If you prefer to restrict the view access solely to yourself, select "Only Me" in the "Share With" section. 

     

Sharing an existing view with other users 

  • For an already created view, sharing permission might be set for all collaborators (Everyone), exclusively for the creator/editor (Only Me), or specific collaborators (Selected Collaborators). To modify these permissions, navigate to the desired view in the list, click on the three dots, and select the edit option. 

  • After selecting "Edit", you'll be presented with options to adjust the view access: restrict it to yourself, grant access to everyone, or limit it to specific collaborators. 

Note: If you attempt to access a view not shared with you (via a URL received from someone), "Access Denied" message will appear on the screen as shown below: