Sharing Workload Charts
TL;DR
You can share Workload charts with users or user groups in your account, as long as their user type and access role allow it. Charts created from the home page are private by default, while charts created in spaces are shared with space members automatically. To share a chart, open it, click Share, add people or groups, choose an access role (Full, Editor, or Read Only), and click Save. People you share with get an Inbox notification with a link to the chart.
Table 15. Availability - Legacy plans
| Availability: Business, Pinnacle, Apex. ; Unavailability: Free, Team; |
All uses, except for External users, Collaborators, Contributors, and Viewers, can share Workload charts created by them or shared with them, unless their access role restricts it.
By default, a new Workload chart created from the home page is private and only available to its owner. You can start collaborating by sharing it with members of your team.
Note
Workload charts created from spaces are shared with all space members by default. But you can share it with other account users.
- Navigate to the Workload chart you want to share.
- Click the Share button in the upper-right corner of the chart. 1
- Start typing the name of the user or user group with whom you want to share the Workload chart in the search bar 2 and select them from the drop-down.
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Select the access role: 3
- Full: All user rights are available, including editing and deleting the Workload chart.
- Editor: User can edit the Backlog Box and share the Workload chart with other users.
- Read Only: User can view the Workload chart but isn’t able to make changes to its settings or share the chart.
Notice
Keep in mind that this setting controls only the user’s right to make changes to the Workload chart itself and not to the tasks displayed on the chart.
- Click Save. 4
Note
Even though you can add collaborators to the list of users with whom the chart is shared, they won't have access to Workload charts due to their limited license.
User(s) you've shared the Workload chart with will see a notification in their Inbox containing a link to the chart.