What Are Share Links?
Share links let you give customers (or any external stakeholder) a view-only window into a project without requiring them to have a platform login. This is useful for:
- Sharing progress updates with a client.
- Providing a read-only dashboard during a project review call.
- Giving a contractor visibility into their assigned tasks.
Creating a Share Link
- Open the project you want to share.
- Click Share (or the chain-link icon) in the project header.
- Choose the link type:
- Private — requires a password to access. Set a password in the dialog.
- Public — accessible by anyone with the link, no password required.
- Optionally set an Expiry Date — the link automatically becomes inactive after this date.
- Click Create Link.
- Copy the generated URL and share it with the recipient.
Managing Share Links
From the Share dialog, you can:
- Regenerate a link to invalidate the old URL and create a new one.
- Revoke a link to immediately disable access.
- Edit expiry date and visibility settings.
What Viewers See
Recipients of a share link see a read-only project view showing:
- Project title, description, and status.
- Task list with statuses and assignees (names only, no internal details).
- Milestone progress.
- No internal notes, no time entries, no billing data.
Viewers cannot make changes, leave comments, or see any other project or tenant data.
Security Considerations
- Private links require the password to be entered each visit (no persistent session).
- Link tokens are cryptographically random and cannot be guessed.
- Revoke any share link immediately if a recipient should no longer have access.
- Expiry dates are enforced server-side, not just in the UI.