Sharing, comments and markup

Create a share link

1. Click “Share” on the project or in the sheet viewer.
2. Under “What to share”, pick “This sheet” or “Whole plan set”. Under “Guests can”, pick “View” or “Comment”.
3. Optionally add a “Label”, an expiry date and a password, then click “Create link” and “Copy”.
4. To stop it working, use “Revoke”. “Regenerate link” replaces it with a new one.

Comments and markup

1. In the sheet viewer, open “Comments”, click “Add comment”, then tap the spot on the sheet.
2. Write your comment and click “Post”. Type @ to mention someone; they're emailed right away.
3. Use “Reply”, and “Resolve” when it's settled. Filter by “Open”, “Resolved” or “All”.
4. Open “Markup” for the pen, arrow, box, text and ruler. The ruler measures from the sheet's scale. Click “Save” when done.

Everything else arrives in one daily summary email, which you can turn off in “Email settings”.

Activity and embeds

1. Click “Activity” on the project to see views, comments, markups and link opens. Filter, then download as “CSV”.
2. On Team, use “Embed on a website” on a link, turn on “Allow this link to be embedded”, add the websites that may show it, and copy the embed code.