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How do I invite teammates to a retrospective board?

Distribute board codes, copy instant join links via the Invite button, or add registered teammates directly.

Problem This Solves

Distribute board codes, copy instant join links via the Invite button, or add registered teammates directly.

When to Use This

Open the retrospective board you wish to share with your engineering team.

Prerequisites

  • Open the retrospective board you wish to share with your engineering team.

Step-by-Step Instructions

  1. Locate the Invite Button: In the upper right corner of the board header toolbar, click the + Invite button.
  2. Copy Direct Join Link: In the invitation modal, click Copy link to generate an instant session link that allows teammates to join with a single click.
  3. Share the Board Code: Alternatively, copy the unique alphanumeric board code. Teammates can enter this code from their dashboard Overview to enter the room.
  4. Verify Board Visibility: If your board is configured as Private board (under Settings > General), ensure teammates sign in with their authorized workspace accounts before opening the link.
  5. Monitor Incoming Attendees: Look at the participant indicator (e.g., displaying 10 with user avatars) in the top header to see live collaborators join in real time.

Expected Outcome

Your teammates receive clean board links and codes to seamlessly join live retrospective ceremonies.

Troubleshooting & Realistic Tips

  • In public board mode, external contractors or cross-functional guests can join seamlessly using just the board code.

Need a hand with this?

Contact our team for detailed instructions or help with your workspace.