Set up the invitation
Create the board as a host and put the editable link in the meeting invitation or chat. Tell people what you would like them to contribute.
A place for everyone in the conversation.
Invite people into the same live board with an editable link. Guests join with a name, so the session can begin without a round of account creation.
Hosts sign up. Guests join with a name.
Make participation part of the session.
Give everyone a place
Use clear prompts and a little space for individual notes. Guests enter a name and work on the shared canvas.
Make the next step visible
Group contributions, discuss differences and record the agreed action alongside the thinking that led to it.
An example session
Bring a client into a planning session
Prepare three areas: what we know, what we need to find out and what happens next. Share the board link with the client and delivery team, then use everyone’s notes to surface different expectations.
Keep the questions and agreed follow-up in the same place after the call.
CollaborationExample board FacilitatorFrame the question
TeamAdd what is happening
GuestsBring another perspective
Do guests need an account?
Guests joining through an editable link enter a name and can contribute without creating an account. Hosts sign up to create and manage their own boards.
Are participants charged?
Participants are free on every plan. Host is priced per person for the host, and Team seats are only for members of a team workspace who edit, so nobody pays for the people who join through a link.
How should I share a board?
Share its editable link with the people you want to contribute. Treat that link as access to the board and choose its audience accordingly.
Bring the next conversation
onto a board.
Start with 3 free live boards. Invite your participants through a link.
Start free