Available with any of the following subscriptions, except where noted:
🟢 Starter (up to the plan’s step limit) | 🔵 Builder | 🟣 Optimizer |
⚫ Enterprise
Effective collaboration hinges on clear communication—especially when sharing complex workflows with various stakeholders. Puzzle’s Public Shareable Views feature simplifies this by enabling you to effortlessly share targeted process maps through direct links or by embedding them into external tools.
Whether you’re collaborating internally or externally, you have full control over which parts of your workflows are visible—helping stakeholders quickly understand their roles and responsibilities without confusion.
This article will guide you through the simple process of creating, sharing, and embedding custom views, ensuring that every stakeholder receives the information they need—clearly, efficiently, and securely.
Benefits of Using Views
🔗 Effortless Sharing: Easily share specific workflows with others through unique URLs.
🤝 Enhanced Collaboration: Facilitate teamwork and collaboration by sharing essential process maps.
🎨 Tailored Customization: Create views that include only the information you want to share, ensuring relevance and clarity.
🌐 Embeddable Anywhere: Use iframe embed code to integrate Puzzle Views into external apps.
Video Guide: Creating Views
Coming soon...
Step-by-Step Guide
1️⃣ Creating and Configuring a New Public View
1️⃣ Creating and Configuring a New Public View
🆕 Create View: Navigate to the [◉] Public/Shareable Views in the Workflows tab sidebar, and select New View.
📝 Fill Out View Details: In the pop-up window, enter your View Name, select the Sections you want to include, and confirm the auto-generated Slug. (The slug is pre-filled for you—no need to modify it unless you want a custom URL.)
💾 Click Save to finalize and generate your new View.
2️⃣ Share or Embed the Public View
2️⃣ Share or Embed the Public View
🌐 Preview Your View: Click Visit Share Link to preview and ensure everything looks perfect.
🔗 Copy & Share URL: Share the generated link with stakeholders, team members, or external collaborators. No Puzzle account is required!
💻 Embed via iFrame: From the same view settings, click </> “Get Embed Code” to generate an iframe snippet. You can paste this code into:
Notion
Web pages
Google Sites
Internal documentation tools
The embedded view retains full viewer functionality:
✅ Tab navigation
✅ “View As” role filter
✅ Zoom controls
✅ Step & tool context
👀 What Viewers Can See in Public Views
When someone opens a shareable View link, they’ll get a comprehensive, read-only version of the workflow — no login required. Public Views show everything a viewer needs to understand the process clearly, including:
📌 Step-Level Details:
Step Name and Notes
Roles assigned to the step
Associated Tools
Linked Attributes (shown as pills in the sidebar)
System's Workflow ID (if synced), shown as a clickable link for easy access
🧠 Viewer-Friendly Features:
“View As” dropdown to filter the workflow by role — helping viewers instantly identify their responsibilities
Tab navigation, so viewers can explore sections just like a full Puzzle user
Attribute icons are shown directly on steps for quick identification of structured data
A “Try Puzzle” button appears in the upper-right corner of the View — inviting new users to experience Puzzle themselves.
This setup makes Puzzle Views ideal for client reviews, external collaboration, stakeholder alignment, and team onboarding — giving everyone the context they need, without requiring access or training.
💡 Best Practices and Tips
🎯 Tailor the Content for Each Audience: Customize each view to share only what’s needed for specific stakeholders or training sessions.
🤝 Use for Collaboration and Training: Share these links with external or internal team members to help everyone understand and contribute to your processes.
🕓 Stay Current: Periodically update views to reflect any new workflows or process changes.
📌 Highlight Roles Clearly: Encourage stakeholders to use the "View As" feature for rapid comprehension of their specific tasks.
📄 Use as an Export Alternative: Since direct export to PDF or documents isn’t available yet, leverage Views as your primary method for sharing detailed workflows and maps clearly and quickly.
Conclusion
Puzzle Views make it easy to share the right workflows with the right people—without compromising structure or clarity. Whether you’re sending a public link or embedding views into your internal docs, clients, teammates, and stakeholders get a clean, interactive snapshot of the process—no login or training required.
Start using Public Views today to simplify collaboration, enhance transparency, and bring Puzzle into the tools your team already uses!