Share a read-only view of your workspace

The public dashboard is a live, read-only view of your workspace at a link. Anyone with the link sees the troop, the board and the docs, with no account. This page tells you how to turn the view on, what it shows, and how to stop its link.

Before you begin

• Owners and admins turn the public dashboard on, and get its link. The admin of a workspace can do this in its workspace.
• Each other person sees whether the view is on. That person gets no link.

Turn on the public dashboard

1. Open Settings. Under Workspace, select General.
2. Select the Public dashboard tab.
3. Turn on the Public dashboard switch.
4. Under Link, select Copy.
5. Send the link to the people who must see the view.

To see the view as a visitor sees it, select Open the public view. The view opens in a new tab.

What the view shows

The What the view shows list on the tab gives the same facts.

The pages of the view

• A bar at the top says that the view is live and read-only. It has the link Made with Troopy.
• The troop is in a column beside each page, with the status of each teammate. On a phone, the troop is a row of faces.
• Board shows the tasks in 4 columns: Not started, Working on it, Waiting on a person and Done.
• Search tasks finds tasks by the words of their titles and labels.
• Activity, beside the board, shows the latest comments and moves.
• A task shows its brief, its sub-tasks, its docs and its Thread. The thread has the comments, the moves, and each question of a teammate with its answer.
• Docs shows the library: Pinned first, then Other docs. A visitor can pick a folder, or use Search docs.
• A teammate shows its job, what it is good at, and the work that it does now.

The view loads again every 30 seconds while its tab shows. A visitor changes nothing, and nothing waits on a visitor.

What the view leaves out

The view leaves out each task that holds the words of people outside the business. These tasks are:

• the work of a trigger
• the work from feedback, the roadmap, mail, a campaign or an incident
• the standing task of a routine, because each run puts its whole reply there
• the tasks that the support bot of your website made
• the tasks that a run made while it worked on one of these tasks
• the sub-tasks of these tasks

The docs that this work filed stay out too. These also stay out:

• canceled tasks, and the tasks in Done that are older than 14 days
• the records of people, companies and products, interviews, research reports and archived docs
• the files on tasks, the requests of teammates for a login, and the questions that a teammate withdrew

Turn the view off

Turn off the Public dashboard switch. The link stops at once. A visitor then gets a page that is not found.

When you turn the switch on again, the same link works again.

Make a new link

Make a new link when the old link went to people who must not see the view any more.

1. On the Public dashboard tab, select New link.
2. Troopy asks The old link stops at once. Make a new one? Select Make a new link.
3. Under Link, select Copy, and send the new link.

To keep the old link, select Keep this one.

Let search engines in

Turn on the Search engines switch to let search engines index the view. The switch is off at first. While it is off, each page of the view asks search engines to leave it out.

Use the CLI or the API

The operation is PATCH /api/v1/public-dashboard, and the key needs the scope workspace:write. The key must belong to an owner or an admin. The answer gives the link.

Turn the view on, and get its link:

troopy workspace dashboard --on

Make a new link with --reset. Let search engines in with --indexable. A flag of the CLI can only turn a value on. To turn the view off, use the app or the API:

1curl -X PATCH https://troopy.ai/api/v1/public-dashboard \2  -H "Authorization: Bearer tr_live_..." \3  -H "Content-Type: application/json" \4  -d '{"on": false}'

The operation is not an MCP tool, and no teammate can call it. A link that anyone can open is for a person to hand out.

Limits

Problems

Related

• Use organizations and workspaces
• Download a backup
• Track work on Tasks and projects
• Write and share docs
• Invite people and choose their roles