Sharing progress with a client

A share link gives a client a live view of a project without an account, a password or any access to your organisation — and a place to send requests from.

Creating one

Open the project and choose Share (in the header, on any of the project views). Create a link, optionally with an expiry date, and copy it. It looks like /p/{token}.

Revoke it at any time by deleting it. The token is the security boundary, so treat the URL as a credential — anyone with it can see the page.

What they see

Project name, status, description and dates; overall progress; each phase with its tasks, statuses and dates; who's assigned (first name only); and time logged.

Under the plan, Your requests: a box to send you something (with files), and every request they've sent with what happened to it. See Client requests for how those are handled — and for the Share page setting that raises every ask as a work order.

What they never see

The page is built from a hand-written list of allowed fields, not by hiding things from a full record. That matters: it means budgets, rates, expenses, work orders, statements, internal comments, AI notes and billable flags cannot appear, even by accident, because they were never put on the page in the first place.

When to use it instead of a PDF

A share link is always current — you're not re-exporting a chart every Friday. It's the right answer to "can you send me an update?" for a client who wants to check in between calls.

If you'd rather walk them through it live, the Gantt in Summary view — every phase collapsed to a single bar — reads well on a screen share.

Related

• The support desk for taking requests from clients.
• Statements for what they owe you.