View sharing is available in the Professional and Ultimate plans.
Productive's view-sharing is great for team collaboration and transparency. It helps users share specific views from the Tasks, Deals, Budgets, and Resourcing screens with colleagues, teams, or individuals, improving communication and work efficiency.
To learn more about how to use this feature, check out the guide below!
Screen Access
View sharing is limited to the Tasks, Deals, and Budgets screens, as well as the Resourcing module; views on the Projects screen remain either private or public.
Sharing Options
Any user, regardless of their permission set, can share a view by:
1) Selecting the view they want to share from their views dropdown
2) Navigating to the three-dot menu of the desired view
3) Selecting "Sharing options"
Views can be shared with the Employees group (all employees), a team, or an individual.
Tip: Don't spam! When sharing the view with the Employees group, be careful, as all account members will receive the shared view in their views dropdown.
When sharing a view in Productive, you can choose between two access levels: "Can view" and "Full access."
"Can view" allows users to see the shared view but not make changes to it.
"Full access" grants users the ability to rename the view, modify its layout, and share it with others, similar to the view's creator.
Making Changes to Shared Views
When you share a view with someone and give them full access, they will be able to make changes to it, and any changes they save will also affect the original view.
The person making the changes will get a heads-up about this beforehand, so they can decide whether to save the changes for everyone or just save the new view as private by choosing the "Save as" option.
This way, everyone can manage their views without accidentally changing others' view settings.
On the other hand, if the user has view-only access, they will be able to make changes to the view but will be unable to save the changes for everyone.
If they do wish to save any changes, they will be prompted to save the view using the "Save as" option, making the new view private to them.
Default (System) Views Sharing
Note that predefined views like "My open tasks" or "My open budgets" that are available as your default views cannot be shared initially (you'll notice that there's no sharing icon available there).
However, you can still share them by:
duplicating the view, saving it as a new one, and sharing it,
or by modifying the view, saving it, and then sharing it.
Notifications
Users added to shared views will receive in-app and email notifications (customizable in Settings > Notifications > Sharing).
Note: The notifications will be sent to both individually added users and those added via teams. An exception is the Employees group, where members won't receive notifications to avoid spamming, similar to how it functions in Docs and Dashboards.