Sharing a public timeline link

Share a read-only, always up-to-date timeline with a client — no login required. You choose exactly what they see.

Create a link

1. Open Tasks, click ⋯ (top right) → Public links.

2. Projects — the current project is added. Add more if you like.

3. Shared with — optionally note who it's for. This is for your reference only: the link isn't sent automatically.

4. Expires — No expiration, or pick a date.

5. Views to share — List, Gantt and/or Portfolio. Any combination works.

6. Client view only — when on, only tasks marked visible to the client are included.

7. Data points — choose what's visible: estimated hours, logged hours, progress %, assignees, dates, phases, dependencies, task descriptions, priority, status and tags. Use Hide all to start from nothing. Anything hidden is removed before the page is served.

8. Click Create link & continue, then copy the link and send it yourself.

What happens next?

• The client opens a read-only page that always shows the current plan.

• Manage or revoke links from ⋯ → Public links.

Public link or PDF?

Use a public link for a live view the client can revisit. Use Export a PDF for a fixed snapshot. See Importing & exporting.

Important limitations

• Workroom doesn't email the link — copy it and send it yourself.

• Anyone with the link can view it until it expires or you remove it.