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Sharing Stacks w/ Clients?
Our team has just started sharing Stacks externally with clients as a way of presenting a "consolidated deliverables dashboard."
Has anyone else done this?
Any best practices or discoveries you've made along the way?
4 Replies
- AngieB
Community Manager
zachyok this is great! We have teams doing this within Dropbox as well. I'm stoked you're getting good use out of it.
Your post is also super timely because our next Dash User Series on Dec 3 is focused completely on Stacks, and how to leverage these unified workspaces.- How to set up a Stack from scratch or from search
- How to organize and share your Stack with your team or clients
- How to use search/chat inside your Stack to summarize key findings
Sign up using this Registration Link and join us Dec 3 at 9 am PST.
Hope to see you there! We are starting to play with Stacks as a company but unsure how well it will work for clients. We use Paper so far and clients can see it without having a Dropbox account but with Stacks they are forced to login to see them.
- AngieB
Hibcarneiro ! Thanks for getting in touch, and glad to hear you've had success using Paper! It’s one of my favorite productivity tools too.
I’m really glad you posted about this, as this isn’t expected behavior. Any content that's viewable outside of a stack should also be viewable when clicked on from inside of a stack.
Thanks for flagging this. The team will be investigating and fixing this issue with Paper docs.
- Amy
Hi zachyok - thanks for sharing - that makes a lot of sense, especially if there are multiple people working on the deliverables. We'll make sure the team working on it hears this too!
We've been using Stacks to help onboard new team members, it really helps to gather the right stuff, and keep it up to date - there's nothing worse than someone taking the time to read a doc and then discovering it's essentially useless. We've also been keeping all our reporting resources in order in Stacks too, so we can just dive into the numbers, rather than digging through files.
I'd love to hear any other ways you've been using Dash too, it helps us know how we can share more tips!
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