Sharing to the Community

Put a plan in the public gallery so others can find it, learn from it and make their own copy.

The Community is a public gallery of plans people are proud of: sprint boards, budgets, event plans, sign-up forms, hiring pipelines and more. Anyone can browse it, filter it by category and tag, open a plan read-only, like it, and make their own copy to start from. Sharing a plan there is a way to show how you work and to help someone else get going.

Sharing a plan

You need to be signed in to share a plan to the Community, so every plan there has a real author. A guest still sees the Share dialog's Community tab, with a note that sharing needs an account and a Sign In to Share button. Browsing, liking and copying need no account.

Open the Share dialog on your plan.

Open the dialog's Community tab, beside Passes, and choose Share to Community.

Give it a title (3 to 80 characters), a description of what it shows and how someone could reuse it (20 to 500 characters), a Category and up to five Tags, then choose Share to Community.

You can do the same from the Share dialog in the Explorer, for any plan of your own. The dialog shows a preview of the card people will see: its picture is your plan's first tab. Once it is shared, a confirmation offers Copy Link to copy the Community page's address, and View Post to open it.

The categories are the same as the template categories under Start With, such as Projects and Teams, Finance, Events or Hiring and People, so a shared plan is found beside the templates for the same job. Something Else is there for anything that fits none of them.

Good tags are the words someone would search for: the team, the method, the purpose. Each tag is 2 to 24 letters, numbers or hyphens, in any language, so café and 日本語 keep their letters. They help people find your plan through the filters on the Community page.

Your plan is shared anonymously by default: it shows as Anonymous, with no name or picture. Turn off Share Anonymously in the same dialog to show your name instead.

What people see

A Community plan always shows your latest saved version, every tab of it, so your edits appear there too. Visitors see it read-only:

  • They can look through every Board, Sheet, Dashboard and Form tab, and make their own copy with Make a Copy. Their copy is theirs; it never changes yours.
  • They do not join your plan live, so you won't see strangers' cursors, and you won't get an email for each visitor.
  • Comments, votes and who cards are assigned to stay private. Every People field is left empty, a Form's link is left out, and a response card keeps only its title. None of it is shown to Community visitors, and a copy made from the Community leaves it out too.

Each card shows how many people liked the plan and how many made a copy.

Opened from the Community, a plan is read-only for you too, so you can see it exactly as visitors do and never change it by accident from the gallery. The bar across the top offers Edit Your Plan, which opens your own plan.

Editing or removing it

Open the Share dialog again, on its Community tab. It shows your post with its category, likes and copies, and three buttons:

  • View Post opens its Community page in a new tab.
  • Edit Listing changes the title, description, category, tags or Share Anonymously. Choose Save Changes when you are done.
  • Remove From Community asks you to confirm, then takes it out of the gallery straight away. Its likes and copy count go with it; copies people already made stay theirs. Choose Keep It to back out.
The Share dialog's Community tab for a listed plan: View Post, Edit Listing and Remove From Community.

While it is listed, your plan reads Public in the editor's header and in the Explorer.

A plan in the Community can't also have a share password, because a public plan can't ask its visitors for one. While it is listed, Password Protection is locked off; while a password is set, Share to Community is unavailable. Remove one to use the other.

If your post is hidden

Anyone can report a post. When three different people, on different networks, report yours, it is taken out of the Community automatically and for good: nobody reviews posts by hand, so the reports decide. The Community tab of the Share dialog then says Hidden after reports, and it shows in My Shares marked Hidden. Only you can see it. A hidden post can't be edited or removed, so the same plan can't be shared again, but your plan itself is untouched and you can still set a share password on it.

Things that can't be shared

  • Plans in a team library belong to the team, so the Share dialog has no Community tab for them.
  • A plan whose first tab is empty (a Board with no card, a Sheet with no value, a Dashboard with nothing on it, or a Form with no question) can't be shared until you add something to it: that tab is the picture on your Community card.
  • A plan in the Trash disappears from the Community until you restore it.

Finding plans

Browsing the Community, searching it by tag and making your own copy are covered in Finding Plans in the Community, along with reporting a plan that shouldn't be there.

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