Have a teammate out in the field who needs a link directly to a work order? Want to post a link to a shift or project that needs attention? Easily copy a link to a particular card (a.k.a. a work order, job, shift, asset, etc.) and paste it where ever you’d like!
Steps to Share an Internal Link to a Card:
Desktop
Mobile
- Locate the card you would like to share. If you are in a List, Board, or Calendar view: hover over the card to see an icon with three dots in the upper right corner. If you are inside the card itself, look for the three dots icon in the upper right corner.
- Click this icon and select ‘Share’ from the list of options.
- The top section labeled ‘Team Access Only’ will allow you to share a link that only people on your team will be able to view. (We will cover ‘Public Access’ in another post.)
- Click the ‘Copy Link’ button, and the link will be copied to your clipboard.
- Locate the card you would like to share. If you are in a List or Calendar view an icon with three dots will be in the top right corner of the card. If you are inside the card itself, you will see three dots in the top right corner of the screen.
- Tap the three dots icon and select ‘Share’ from the list of options.
- The top section labeled ‘Team Access Only’ will allow you to share a link that only people on your team will be able to view. (We will cover ‘Public Access’ in another post.)
- Click the ‘Copy Link’ button, and the link will be copied to your clipboard.