Share a page view

Share the exact page you are looking at — including the ART, PI, team, filters and view options — with a single link. The data stays live: whoever opens the link sees the current state of the plan.

The Share Page View functionality is only available for Jira Cloud. It is not (yet) available on Data Center

Create a share link

1

Open the page

Open the page you want to share: plan, team breakout, progress, team progress or cross-ART.

2

Set filters and view options

Set the filters and view options exactly as you want the recipient to see them.

3

Open sharing options

Click the ⋯ (more) button in the top-right of the page and choose Share.

4

Choose recipient access

Choose what the recipient can do:

• Interactive — opens the full app; the recipient can change the plan.

• View only — opens a read-only page; changing the plan is disabled.

5

Copy and share the link

Copy the link and paste it in Slack, Teams, e-mail or a Confluence page.

Good to know

• The link includes your current view and filter choices, so the recipient lands on exactly your view.

• Data is always live — reopening the link later shows the up-to-date plan.

• The recipient's own Jira permissions still apply: they only see the work items they are allowed to see in Jira.

• A share link expires after one year.

• The recipient needs access to your Jira site

View-only links

A view-only link shares a result, not a workspace. Use it for stakeholders, senior management or anyone who should read the plan without the risk of changing it.

What the recipient sees

The page opens in a clean, compact layout:

• A breadcrumb header — Plan / ART / PI / Team — instead of the full navigation bar.

• A yellow VIEW ONLY badge. Clicking it explains that changes are disabled and offers Open interactive view for people who do have edit rights.

What is disabled

Anything that changes the plan: dragging work items, editing capacity, objectives, milestones and risks, and the settings pages. Reading, scrolling, opening a work item and switching page, ART, PI or team all remain available.

Opening filters and view options anyway

The recipient can still open the filter and view-option bars from the ⋯ menu — they only change how the data is shown, never the plan itself.

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Embed in Confluence

A view-only link can be embedded in a Confluence page, so a program dashboard, status report or steering-committee page always shows the live plan.

Steps

1

Create a view-only share link

In Ativo, open the page you want to embed and create a View only share link (see Share a page view).

2

Edit the Confluence page

Open the Confluence page and click Edit.

3

Add an iframe macro

Type /iframe and choose the Iframe macro (Confluence Cloud). On Confluence Data Center, use the HTML or iFrame macro your admin has enabled.

4

Paste the link

Paste the view-only link in the URL field.

5

Set dimensions

Set a generous height — a PI plan needs room; around 800–1000 px works well. Set the width to 100%.

6

Publish the page

Publish the page.

Tips for a clean embed

• Use a view-only link: the compact header and the closed filter bars leave the maximum space for the plan.

• Set the filters before sharing — for example one ART, or one team — so the embedded view stays readable.

• Embed the progress page for status reporting and the plan page for scope and dependencies.