Read-only links
Open the Share button on the board rail and turn the board into a read-only web page. Anyone with the link sees the real canvas, the same board you work on rather than a screenshot or an export. They can pan around, open cards to read them, and flip deliverable previews to see the rendered email or ad. But nothing is editable: there is no write path behind a share link at all, so a reviewer can explore freely without any risk of breaking the work.
A viewer doesn't need a login or an account, and doesn't take a seat. The link is the whole invitation.
And the invitation is narrow: a share link exposes exactly the one board it was made for. Nothing else in your workspace is reachable through it, including other boards and other clients' campaigns.
Control
A share link is yours to take back:
- Revocable. Disable the link, or reset it to mint a new URL. Either way, the old URL stops working immediately.
- Optional password. For client work, add a password so the link alone isn't enough. Changing the password locks out everyone who unlocked with the old one.
- Out of search engines. Shared pages tell search engines not to index them, so a client board never turns up in a search result.
A dead link stays quiet, too. Someone following a disabled or reset URL sees a page that simply doesn't exist, with no hint that a private board sits behind it.
Share a link, or invite a viewer?
Both exist, and they solve different problems:
| Share link | Viewer member | |
|---|---|---|
| Best for | A review moment: "look at this, tell me what you think" | An ongoing stakeholder who should always have eyes on the work |
| Account | None needed | Signs in to the app |
| What they see | The board as it stands, read-only | A live seat: they follow the board in real time as it changes |
| Cost | No seat | A member takes a seat on your plan, whatever their role |
Rule of thumb: a link for the review, a viewer for the relationship. Members and roles are covered in Workspaces & team, and seat counts in Plans & billing.
Prepare a board for review
A working board is honest but messy: half-finished cards, research sprawl, notes to self. Tidy it up before the link goes out, and let your agent do the tidying:
Get my "Summer sale" board in Plainpaper client-ready: arrange the layout so it reads cleanly, update the board summary in plain language a client can follow, and flag anything still in draft so I can decide whether to share now or wait.
The shared page shows the board as it really is, drafts included. Sometimes that's exactly right: clients like seeing work in motion. But sharing drafts should be your decision, so the prompt asks the agent to flag what's still in draft before you send anything.
The client-review loop
The share link turns client review into a loop that never leaves the board:
- Send the link. The client sees the real work: rendered emails, staged creatives, and the plan behind them.
- Collect feedback however you talk to the client: a call, an email, a thread. The link needs no process around it.
- Turn the feedback into comments on the relevant cards and phases. Comments are your voice on the board, and the client never needs an account.
- Let the agent do the revision pass: it works through the open comments and resolves each one (see Review, steer & approve).
I've added the client's feedback as comments on my "Summer sale" board. Work through the open comments, make the changes, and resolve each one. Tell me before you touch anything that's already approved.
Then send the same link again. The URL stays the same and now shows the revised board, so you never re-export anything or juggle a version-four-final-FINAL deck. If the round changed statuses (drafts approved, an email moved on), the client sees that too. The board is the deliverable and the status report at once. That's most of the reason to share it rather than a copy of it.