Effective collaboration hinges on clear communication—especially when sharing complex workflows with various stakeholders. Puzzle’s Views feature simplifies this by enabling you to effortlessly share targeted process maps.
Whether 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 and sharing 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.
Video Guide: Creating Views
Coming soon...
Step-by-Step Guide
1️⃣ Creating a New View
1️⃣ Creating a New View
🆕 Create View: Navigate to the [◉] Public/Shareable Views in the Workflows tab sidebar, and select New View.
✏️ Provide Details: Enter a Name (e.g., Lead Generation), define a unique Slug (e.g., inbound-lead-generation), and add a clear Description to outline the purpose of your View. Click Save. This new view will now be listed among your other shareable views.
2️⃣ Adding Sections to Your View
2️⃣ Adding Sections to Your View
➕ Select Sections to Include: Click "Add Sections" to choose the sections or workflows you want included in the view. This customization allows you to share only the most relevant parts of your process.
💾 Save Sections: Confirm your selections by clicking Save Sections.
3️⃣ Sharing Your View
3️⃣ Sharing Your 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!
🔎 Visitors use “View As” to Highlight Their Role's Steps
With the latest update to Public Shareable Views, you can now leverage the new View As dropdown to filter processes by specific roles.
How It Works:
👤 Select a Role: When viewing a shared Puzzle link, stakeholders can choose their role from a simple dropdown menu.
🔦 Instant Highlighting: Puzzle immediately highlights all steps involving the selected role, providing quick insight into responsibilities without reviewing the entire workflow.
Benefits of Role Highlighting:
Clients instantly see their required contributions or approvals.
Project managers quickly identify dependencies or critical responsibilities.
Cross-functional teams easily coordinate efforts and responsibilities.
💡 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’s Views feature is your key to clear, efficient, and targeted workflow communication, driving alignment across your teams and external partners. With straightforward creation, customized sharing options, and powerful collaboration tools, Views helps streamline stakeholders' engagement with your processes.
Start leveraging Puzzle Views today and empower your team with clarity, organization, and efficiency—transforming the way you collaborate!