Introducing Card Sharing
Xoba Cards are a great way for our users to organize and discover information across their applications. Our users range from executives to marketers to product managers to consultants, and they’ve been leveraging Cards since we’ve released them.
Product and Project Managers have been utilizing Cards to keep track of initiatives across all of their applications. Account Managers have been creating Cards to organize the latest competitive decks and sales materials. Individuals in business, operations, and marketing roles have been using Cards to keep themselves organized as they work across several applications.
Xoba’s dynamic Cards have enhanced user’s information discovery experience. Our users have established Xoba as the central place to view and access all of their files and documents shared with them and get an overview of what’s been recently modified by their teammates across Google Drive, Confluence, Box, and more. Cards, paired with Xoba’s universal search functionality, has opened up the world of information discovery for our users.
We kept hearing, ‘Can I share this Card with my colleague?’ over and over. Our users aren’t just organizing information in Cards for themselves but also to share that information with others in the most concise way possible. One of our users was pinged six times in a single day for a list of related files and documents for her project, and she told us, ‘I wish I could have just shared my Xoba Card with them because I ended up just sharing each individual link in a Slack message which was ineffective.’
Today, we’ve added that functionality to make this a reality. We’re excited to announce the ability to Share Xoba Cards! Our users can now create a link to their Xoba Cards and share it in an email, a chat message, a calendar invite, or wherever. Then, the receiving end can click the Xoba link, and they’ll be able to access the Card and view and interact with the items. They don’t even need to create a Xoba account!
We’ve made it simple to share a Xoba Card. You can click the ‘Share’ icon on the top of the Card and then toggle the functionality on or off. Once you turn sharing on for that Card, you can copy the link and paste it anywhere. If you wish to turn off sharing at any point, toggle the link off. To learn more, refer to our documentation.
The receiving individual(s) can click the link and access the most up-to-date Card at any time. So, if you make a change to one of your shared Cards, everyone else will see that change once they refresh their page or click on the shared link again.
Note: The receiving individual must have native access to the files in the Card to access them. For example, if the receiver does not have permission to view a Google Doc in the Card (e.g., you didn’t share it with them in Google Drive), they won’t have access to it even if they click the link in the Xoba Card.
We’re excited for our users to start sharing Cards with their colleagues, further empowering them and their workflows!
