Introduction

Efficient project management is the backbone of successful tech teams. This guide walks you through the seamless setup of internal views using Linear, and external custom views using Linear + SteelSync.

Making it easier than ever to share project progress with stakeholders ⚡️

Section 1: Setting Up Internal Views Using Linear

Understanding Linear's Capabilities:

Linear is designed to streamline project management processes, offering robust features for creating detailed internal views. These views are critical for keeping teams aligned on project status, milestones, and tasks.

How to Set Up Internal Views:

• Access Linear: Log into your Linear account to start setting up your project views.

• Create a New View: Navigate to the 'Views' section and select 'Create View'. This is where you can tailor your view to specific needs.

• Customize Your Filters: Linear allows you to filter views by issue, project, or section. For example, you can create a dedicated view for your "Roadmap" or filter tasks by their current status.

• Save and Share Internally: Once you've set up your view, save it for future access. These views can be shared internally with your team to ensure everyone is on the same page.

Linear made a very clear and nice YouTube video about it (link)

Section 2: Sharing External Views with Linear + SteelSync

While Linear excels at internal project management for your tech team, its capacity for external sharing is limited. This is where SteelSync steps in, bridging the gap between internal efficiency and external transparency with your stakeholders.

Limitations of Linear for External Sharing:

Without SteelSync, sharing project updates externally requires granting additional access or seats within Linear, which can be cumbersome and costly. And even if you pay for it, the interface isn't "business" centric. Too complex for business teams.

The SteelSync Solution:

SteelSync seamlessly integrates with Linear to expand its capabilities, enabling you to share customized external and fully customizable views with clients or stakeholders without the need for additional Linear seats.

How to Use Linear with SteelSync for External Sharing:

• Integrate SteelSync: Connect your Linear account with SteelSync to unlock enhanced sharing capabilities.

• Create a Board in SteelSync: Based on your Linear data, create a board in SteelSync. This board will serve as the basis for your external views

• Customize Your External Board: Select which projects to include in your board. Then SteelSync offers flexibility in visibility, allowing you to decide which sections are visible externally: release info, kanban progress, ticketing, triage section, public roadmap, etc

• Share Your Board: Generate a unique URL for your board. This can be shared publicly or privately (with a private access code), with options for access control via an access code.

Conclusion

Linear provides a solid foundation for managing internal project views, but when it comes to external sharing, SteelSync offers the necessary extension to achieve transparency and efficiency. By leveraging the strengths of both tools, tech teams can enhance their project management practices, ensuring that both team members and stakeholders are well-informed and engaged throughout the project lifecycle.

François