Sharing Workflows
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You can share your workflow with colleagues in two ways - by publishing an interactive snapshot or saving the workflow as an image or PDF. When creating a snapshot, you choose whether to share just the workflow or the full project state including user details. The snapshot generates a direct link and embed code to share your project state with colleagues or publicly on a webpage. Snapshots allow capturing up to three states per project over time or with varying levels of information included.
Sharing Workflows
- 2. Share your workflow with your colleagues in 2 different ways: 1. Publish an interactive snapshot. 2. Save the workflow as an image or a PDF file.
- 4. When creating a snapshot you can control how you share it: Either workflow only or the exact state of the project with executor names & photos.
- 5. After you create a snapshot, Casual will generate a direct link & an HTML code to embed your snapshot on any web page.
- 6. By following the generated link, your colleagues will be able to see your project in the state you’ve taken the snapshot.
- 7. Your colleagues will only see the information you’ve selected to be shared. In this example, a snapshot was created as a workflow only & without the user information.
- 8. By embedding your snapshot into web-pages you can share your workflows with the whole world.
- 9. You can create up to 3 snapshots per project. For ex. Each snapshot can reflect the state of the project on a different time or contain various information.
- 10. Have a Question? Send us an email: founders@casual.pm