Top Tips to Effortlessly Create Linear Sharable Boards

Creating sharable boards can significantly enhance collaboration and project management. In this article, you will learn practical tips and tools to create sharable boards and manage them effectively, ensuring your team stays aligned and informed.

Key Takeaways

• Shareable boards enhance project management by improving communication, collaboration, and accessibility for all the project stakeholders.

• Despite its robust features, Linear presents challenges in data visualization and sharing, which can lead to confusion among users and necessitates a more user-friendly solution like SteelSync.

• SteelSync simplifies the creation of customized shareable boards from Linear data, allowing for tailored visibility and real-time updates, thus improving workflow and alignment 🙏

The Importance of Shareable Boards for Project Management

Shareable boards are an indispensable tool for project managers aiming to streamline their workflows and enhance communication with ALL the stakeholders. These boards enable project managers to share progress updates, collect feedback, and provide a visual representation of issue status, prioritization, and ownership. This fosters clearer communication among team members, ensuring that everyone is on the same page and working towards common goals.

Furthermore, shareable boards improve accessibility, allowing team members to access essential project information anytime and anywhere.

Integrating these shareable boards into the project management toolkit enhances collaboration, improves visibility, and keeps all stakeholders informed and engaged throughout the project lifecycle.

Challenges of Sharing Data Directly from Linear

Despite Linear’s robust capabilities, sharing data directly from this platform can present several challenges. One of the primary issues is the lack of easy global for non tech persons, which can hinder the understanding of project evolution. Linear is designed primarily for product teams, and its data-heavy interface can overwhelm users who are not familiar with its intricacies. This can lead to confusion and misalignment within teams.

Creating a cohesive overview of tasks and projects in Linear can also be complex, making it difficult to provide stakeholders with a clear concept of progress. Additionally, the costs associated with adding guest users, even in read-only mode, can be very significant 💸

These challenges underscore the need for a more user-friendly and flexible solution for sharing project data, which is where SteelSync comes into play.

How SteelSync Simplifies Creating Shareable Boards

SteelSync revolutionizes the way Linear users share project data from Linear by offering a seamless integration that allows for the creation of customized external views. With SteelSync, users can create boards that display specific sections such as Kanban progress, roadmap details, ticketing information, and next-release data. This customization ensures that stakeholders see only the most relevant information, tailored to their needs.

The integration process is straightforward. With a one-click sync and then a fully customizable views approach, SteelSync makes it easy to transform Linear data into visually appealing and easy-to-navigate boards. Additionally, users can choose to make boards private with an access code or public with a single shareable URL, enhancing flexibility and control over who can view the project data.

This approach not only simplifies the sharing process but also ensures that the information is accessible and comprehensible to all stakeholders.

Practical Use Cases for Shareable Boards

The versatility of shareable boards extends to various industries and team structures, including groups. By allowing users to tailor the display of information to their specific needs, these boards improve engagement and workflow efficiency.

Let’s delve into two practical use cases where shareable boards can significantly enhance project management.

Tech Agencies

Tech agencies often juggle multiple projects and clients, making effective communication paramount. Shareable boards enable these agencies to summarize project key details, providing clients with clear insights into the development process. By integrating SteelSync with Linear, tech agencies can streamline both upcoming and past-release requests, giving clients visibility into their product development.

Sergej Nawalnew (developer), shares his experience:

“SteelSync has been a game-changer for my Tech projects. The ability to synchronize tasks directly from Linear and keep clients up to date has significantly improved my workflow. My clients love how easy it is to assign tasks, and I no longer have to adapt to their tools. SteelSync has made collaboration smoother and saved me countless hours of email communication.”

SaaS Teams

For SaaS teams, maintaining efficient communication with both customers and external partners is crucial. SteelSync simplifies this process by allowing SaaS teams to create dynamic, shareable boards that provide real-time updates for stakeholders. This reduces the need for repetitive manual updates and ensures that everyone is informed and aligned.

By connecting Linear data to SteelSync, SaaS teams can present a public roadmap or share progress updates effortlessly. This transparency fosters trust and engagement among customers and partners, helping to build stronger relationships and improve overall project efficiency.

Einar, CTO and head of Product & Development at Propell.ai (SaaS), shares his experience:

"SteelSync has transformed how we collaborate with customers and external teams. Before, we were manually copying everything from Linear to Trello, which slowed us down. Now, with SteelSync’s public roadmaps and real-time updates, communication is seamless, and we're more productive than ever. The easy external updates have been a game-changer for us."

Best Practices for Creating Private/Public Shareable Boards with SteelSync Integration

Following best practices when creating private or public shareable boards maximizes the benefits of SteelSync. These practices ensure that your boards are not only visually appealing but also effective in communicating key project information.

Here are some detailed best practices.

1. Streamlined Setup & Board Creation

Start by logging into your Linear account and navigating to the ‘Views’ section to create a customized board by selecting specific issues, projects, or milestones. This streamlined approach saves time, letting you focus on content rather than set up logistics.

SteelSync supports boards from multiple teams and/or projects, ideal for merging data from departments like Product, Engineering, or Customer Success into a single view. Customizing boards with colors and icons enhances visual differentiation, ensuring stakeholders quickly identify relevant information. This feature is especially useful for managing multiple projects or diverse teams.

2. Customizing Visibility for Private or Public Use

Determine the visibility of your board early in the setup process. Private boards suit sensitive projects or internal team collaboration. SteelSync’s access code feature controls visibility, ensuring only authorized stakeholders see the necessary data.

Public boards are ideal for sharing project status, public roadmaps, or collaborative data with customers and partners. SteelSync lets you configure visible project details for external stakeholders, optimizing the sharing experience. This flexibility enhances transparency and keeps all parties informed.

3. Managing Content and Filters for Enhanced Clarity

Content clarity is crucial when creating shareable boards for multiple parties. SteelSync helps manage content effectively with features like filters to hide issues marked as “Released,” keeping your Kanban organized and showcasing only relevant tasks.

In the Roadmap section, customize the display of project details like status, key milestones, or descriptions by choosing to show details on hover or inline, depending on data complexity.

Translating comments from Linear into SteelSync bullet points enhances the clarity and structure of displayed information.

4. Leverage Advanced Admin Configurations

SteelSync’s admin-level configurations simplify managing boards. The admin panel controls what’s visible on each board, toggles multi-team visibility, configures subscription notifications, and manages access to private boards.

Encourage external stakeholders to subscribe to board updates through the clickable bell icon to keep them informed without manual follow-ups. Use the changelog feature to send automated emails to subscribers when a new release is completed, ensuring everyone stays up-to-date.

5. Best Practices for Real-Time Collaboration and Communication

SteelSync facilitates real-time collaboration and communication. Encourage internal teams and external partners to use the request button on the board for ongoing suggestions, keeping communication open, and aligning project management with user expectations.

Highlight key milestones in the roadmap section to help stakeholders track progress. For private boards, allow internal stakeholders to edit bug or feature requests to streamline collaboration and minimize duplicate entries, keeping the board clean and actionable.

6. Preparing for Complex Projects & Large Teams

SteelSync’s recent updates are perfect for managing larger, complex projects. Its multi-teams boards feature allows seamless data merging from different teams, customizing each team’s contributions to the board, and maintaining clarity in complex project environments.

Public roadmaps are useful for larger SaaS projects, offering transparency to external clients and investors. Highlighting critical information and keeping stakeholders engaged with up-to-date visuals of your project’s journey ensures alignment and information.

Conclusion

Creating shareable boards from Linear data is no longer cumbersome with the right tools and strategies. Leveraging SteelSync’s seamless integration, you can transform Linear workflows into visually compelling, easy-to-navigate boards that enhance both internal and external collaboration. Whether managing complex projects, dealing with multiple teams, or seeking an effective way to communicate progress to stakeholders, shareable boards provide the clarity and transparency needed to keep everyone aligned.

SteelSync empowers you to customize every aspect of your boards—from visibility settings to real-time updates—making them a powerful asset for any team. By centralizing data, automating processes, and adapting views for various audiences, you set your projects up for success.

Embrace these tips and discover how effortless project management can become when you have a streamlined system in place.

Summary

By integrating SteelSync with Linear, you’re not just creating boards—you’re fostering a collaborative environment where your team and stakeholders can thrive. Now is the time to take your project management to the next level and make the most of your Linear data. Start building better boards today, and see the difference in productivity, communication, and overall project efficiency.

François - Founder

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