Sharing projects
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Share workflows with colleagues by publishing interactive snapshots or saving as images/PDFs via the Share icon. Snapshots allow controlling what's shared, such as just the workflow or with executor names/photos. Colleagues can then view the project as it was at snapshot creation by following the link or embedding the HTML code on a webpage to share workflows publicly. Up to three snapshots per project can reflect different states or levels of detail.
Sharing projects
- 2. Share your workflows with your colleagues in different ways: 1. Publish an interactive snapshot 2. Save workflow as image or PDF file.
- 3. Access sharing functions by clicking on the Share icon on top right of project canvas.
- 4. When creating a snapshot you can control what you share: just a bare workflow, or exact state of the project with executor names and photos.
- 5. After you create a snapshot you will receive a link to use in your communications and an HTML code to embed your snapshot into any web page.
- 6. By following a link your colleagues will be able to see your project in its state on a moment when you created a snapshot.
- 7. Your colleagues will see only the information which you selected to be shared. In this example a snapshot was created as a workflow only without 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 three snapshots per project. Each can reflect your projects state in a different time or contain different amount of information.
- 10. Have questions? Send us an email: founders@casual.pm