Share view

Owned by Anna Ciepłota
Last updated: Dec 02, 2024 by Magdalena Żaczek
3 min read

Contents:

Contents:

With the Share view option, you can allow other users to see the current view of any module almost just the same way you see it (shared can be, for example, selected column views or layout mode).

The view can be shared by sending an automatically generated URL link.

Remember that the shared view may vary because security settings are still respected and not shared. Also, suppose there is any mismatching between the environments (for example, the shared parameter name differs in different versions). The value will not be overwritten in that case, and the user settings or default values will be used.

The shareable URL link is active for 90 days. After this time, the configuration will be deactivated.

Screenshot of the Share view feature in the Gantt module.

Opening shared view settings will overwrite your local settings. After receiving the URL link, you can decide whether to keep your local settings the same.

Shareable data

When a user shares a view on the Gantt module or the Overview timeline, the URL also contains the zoom level and position on the viewport. 

The person who opens the link and adjusts the view settings can see the same taskbars as the person who shared the URL (there can be slight differences because of various screen sizes and resolutions).

The Share view feature of the app lets you share selected features by different modules. The overview of the features is presented in the table below:

Module

Data shared

Module

Data shared

Gantt

  1. Selected scenario (if made public)

  2. Group tasks

  3. View menu

    1. Show:

      • Baselines

      • Period warnings

      • Progress

      • Critical path

      • Overdue

    2. Task color:

      • Manual

      • Status

  4. Dependencies menu

    • Category:

      • Strong

      • Soft

    • Display

  5. Resource panel menu

    1. Enabled/Disabled

    2. Settings:

      • Effort mode 

      • Aggregation

  6. Active column view

  7. Active filters

    1. Quick Filters

      • Active Quick Filters

      • AND/OR operator

    2. Date range filter

    3. Query filter (TXT/JQL)

    4. Show Basic tasks in results (ON/OFF)

    5. Timeline:

      • Scale

      • Markers

      • Time-boxes

      • Week numbers

  8. Selected tasks

Scope

  1. View menu

    1. Layout

    2. Detail View

  2. Active column view

  3. Active filters

    1. Quick Filters:

      • Active Quick Filters

      • AND/OR operator

    2. Query filter (TXT/JQL)

  4. Selected tasks

Board

  • Query type

  • Query filters chosen

  • Visibility for tasks only with dependencies

  • Visibility for box children tasks

  • View id

  • Board layout type

  • Swimlanes collapsed

  • Swimlanes hidden

  • Objectives visibility

  • Task warning visibility

  • Totals settings

  • Report settings

  • Live sync

  • Links category type

  • Correction type

  • Display collapsed

  • Sort by

  • Zoom level

  • Level of display on the skeleton (PI/ITER)

  • Collapsed/expanded swimlanes on the skeleton

Objectives

  • Swimlane values

  • Reports view

  • Sorting

  • Achievement settings

  • Heatmap settings

  • Zoom level

Resources

  • Effort mode

  • Unit

  • Team view

  • Skill panel

  • Views - workload, warnings

  • Period

  • Aggregations

  • Quick filters:

    1. Active Quick filters

    2. AND/OR operator

Teams

  • View - show archived resources

  • Text filtering

Risks

  1. View settings
    a. Compact mode
    b. Heatmap mode
    c. Transpose the matrix
    d. Invert consequence matrix
    e. Invert probability axis
    f. Matrix or table viewing. Sorting by order

  2. Filters
    a. Text query
    b. Operator query
    c. Filters chosen
    d. Date range: Start and End date

Calendar

  1. View menu

    1. Layout

    2. Task color

    3. End Date mode

    4. Heat Map mode

    5. Show assignee

    6. First weekday

  2. Active filters

    1. Quick Filters:

      • Active Quick filters

      • AND/OR operator

    2. Query filter (TXT/JQL)

  3. Selected month

  4. Upcoming tasks bar

Limitations

The URL to the Gantt module of a given box does not change when you apply a JQL search filter.

Workaround:

  1. Enable the WBS widget.

  2. Use the Show on Gantt link.

    Screenshot of an issue page with the Show on Gantt button.

  3. You are redirected to the Gantt view with a given issue highlighted.

Share view on Jira Cloud early access feature

As an early access feature, Box viewers, Box editors, App admins, and Box admins can save a private column view before sharing. Additionally, App admins and Box admins can now define permissions for team members who will access the shared view.

Refer to the partial release page (BigPicture 10 Sep 2024) to learn more.