What is a method to send a chart view to vendors not using the platform without sharing the board?

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Exporting the view and sending it to vendors is an effective method for sharing specific information without giving them access to the entire board on the platform. By exporting the chart view, you can create a file (like a PDF or image) that includes only the necessary data and insights that you wish to share. This allows for a concise presentation of the relevant information while maintaining the privacy and security of other data within the board that the vendors do not need to see. This method is efficient for communication since it allows vendors to receive the information in a usable format without navigating the platform themselves.

The other options, while they might provide a way to communicate, do not effectively keep the information contained or protect the other data from being shared inadvertently. For example, sharing the board link directly would grant access to all board contents, which defeats the purpose of selectively sharing information. Printing the view and mailing it, while viable, may not be practical or timely in a digitally-driven environment. Scheduling a video call could allow for live interaction but doesn’t provide a method of delivering a static view of the data effectively. Therefore, exporting the view is the most appropriate and efficient solution for this scenario.

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