Save, share and embed board views

JG Meillaud _ March 26, 2024

Hello,

Is is possible to save a board view? Somehow I don't find the option.

Once I save the layout, I would also like to share it and to embed it in a confluence page.

Thanks,
JG

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Sami Nudelman
Atlassian Team
Atlassian Team members are employees working across the company in a wide variety of roles.
March 26, 2024

Hi JG, yes this is possible and I am happy to guide you through it! 

  1. When you switch to board view a button should appear to the left of your filters that says "save view" 
  2. By selecting "Save as new view" it will open your views drop down to give it a name and from there you can copy the link to that view
  3. Once the link is copied you can go ahead and paste it on a page to embed it

OR

  1. After saving the view you want, go to the page you would like to embed it on and type /embed database 
  2. From that modal you should be able to select the database you want, choose the correct view from the preview area in the view dropdown and embed.

I've added some images below for reference. We are also working on improving the views experience to add clarity and improve the ease of use.

Screenshot 2024-03-26 at 10.02.14 AM.png

JG Meillaud _ March 26, 2024

Thanks Sami,

I couldn't find this 'save view' button but I just did!

Cheers,
JG

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