Answer

Sharing an action plan from BoardSnap — three ways.

Short answer

Share a BoardSnap action plan by tapping the Share button on any board view. You can send the action plan as a formatted text message, email, Slack message, Notion page addition, or copy it to the clipboard. The share sheet routes the content to any app on your iPhone.

## The three most common sharing scenarios

### 1. Share to a team channel in Slack

This is the fastest way to get your action plan in front of the whole team:

  1. Open the board, tap Share
  2. Select Slack from the share sheet
  3. Choose the channel (e.g., #q3-planning, #team-standup)
  4. Add a quick message context if you want ("From today's kickoff")
  5. Send

The action items appear in the channel formatted as a clean list. If you use markdown export, Slack renders it with checkboxes.

### 2. Email the action plan

  1. Tap Share → Mail
  2. Add recipients
  3. The subject line pre-fills with the board name
  4. The action items appear in the body
  5. Send

Useful when the team is outside Slack or the meeting included external stakeholders.

### 3. Copy and paste

For maximum flexibility:

  1. Tap Share → Copy
  2. Open any app — Notion, Linear, Confluence, Google Docs, an SMS thread
  3. Paste

The copied text is clean and portable — no formatting artifacts.

## What's included in a shared action plan

By default, a shared action plan includes:

  • The board name and project
  • The AI-generated summary (optional — you can include or exclude it)
  • The full action item list with state (open / in-progress / done) and subtasks

## Sharing vs. exporting

"Share" and "export" use the same share sheet mechanism. The difference is mostly conceptual — sharing sends to a person or channel; exporting saves to a file or tool. The tap flow is identical.

Frequently asked

Can I share a link to the board that teammates can click?

Not currently. There's no shareable URL for a BoardSnap board. You share the content (text, image) rather than a link to the board itself.

Can I schedule the action plan to be sent later?

iOS doesn't support scheduled sharing natively. You could use Shortcuts or a third-party app to schedule the delivery of copied content.

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