How do you connect as an App?

Allene Norton
Allene Norton
  • Updated lets you track projects and workflows, visualize data, and collaborate with teams. You can connect a Board view by following the instructions below:


    1. Go to App Setup, and click Add New in the top right corner.
    2. Scroll to Don't see your app? and click Add
    3. Set a title and icon that represents the App.
    4. We're going to set this up as a manual App so that we can embed different data for each client.
      • If you'd like to embed the same board view for all clients, choose automatic and follow steps 7-10.
    5. Next, click Add. It will take you to the App's page, where you can set the embed for each client.
    6. Click Connect App under a client.
    7. Leave this as Show as embed so that the client isn't directed outside of the portal.
    8. Next, go to your board and follow the instructions here to embed a board view. You can use either the embed code or shareable link.
    9. Go back to the App setup page and paste the copied link or embed code into the content box.
    10. Click Save.

Client Experience

    1. To check if clients can view the App properly, click on Client Experience in the bottom of your sidebar, and the click Open portal. This will open the client experience in a new tab. You'll need to have a test client setup in order to log in as a client. Click Here to learn how to set up a test client account.
    2. Once logged in, click the App on the sidebar to preview the client view.

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