Sharing a Project#

Header#

The company name, the project's name, its project code and client name (if set), its start–end date range, the overall percentage complete, and the Download schedule (Excel) and Print / PDF buttons. Below the header is a tab bar that stays at the top of the screen while the page scrolls: Overview, [Client] Action Items, Tasks, Timeline and Not on timeline, plus Requirements, Updates and Discovery when you have switched those sections on (see Choosing What the Client Sees). The open tab is kept in the link (for example ?tab=tasks), so a copied link opens the same view.

Overview#

The status at a glance: Overall progress, the Next milestone with a countdown, and how many items are Waiting on the client (with a View action items link that opens the client's Action Items tab), then the On track / At risk / Delayed / Done / Blocked counts (click one to open the Tasks tab filtered to it). When some items have no dates yet, a note says how many and links to the Not on timeline tab. Below the summary the tab shows the Roadmap, then two columns of cards (Coming up next and Blockers on one side, Recently completed and the Milestones list on the other), then the Completion Trend chart.

• Roadmap — one step per milestone, with its Target date and a progress bar. A finished milestone shows Finished with its date; an open one shows a Forecast date, which is the latest due date of its open items and never earlier than today. Each step also says how it stands against its target: N days late, On time or No dates yet. The card heading adds the share of finished items that were on time (for example "80% of finished items were on time").
• Coming up next — open items that are overdue or due in the next 14 days, soonest first, with the number overdue next to the heading. When the list is longer than the card, View all open items opens the Tasks tab. If nothing is due it says so.
• Recently completed — items finished in the last 14 days, each marked as on time or late.
• Blockers — the open roadblocks the client is allowed to see: the reason, who needs to act to clear it, how long it has been blocked and the expected clear date. It shows how many are open, or says nothing is blocked.
• Milestones — each milestone with a progress bar, its completed/total task count, its Target date and, once finished, whether it finished on time or late.
• Completion Trend — a cumulative-completion line built from the last 30 days of activity.

Client Action Items#

The tab is named after the client (for example Harbor Lane Foods Action Items) and always carries a counter of how many items are still pending, even when it is 0; the same count shows as N pending next to the heading. It lists what is waiting on the client: items they own, items with an open step for them, and items blocked on them. The soonest due comes first, and each entry shows its due date, the owner, any days overdue, the blocker reason or the work needed, and its open checklist steps. Click one to open that task's detail. When nothing is waiting it says Nothing is waiting on the client right now. The tab is also reachable at ?tab=actions.

When you switch on Documents requested in the Share dialog, the tab also has a second section, Documents requested, with a "N of M pending" count. It is split into Still needed (overdue first, each with its promised-by date or days overdue) and Received or not needed. Every pending document adds to the tab's counter. A document whose task is finished counts as received, and documents on tasks you hid from the client never appear.

Tasks#

A simple table of every item, grouped by milestone. Each milestone heading shows its target date, its percentage complete and its item count; click a heading to fold it, or use Expand all / Collapse all. Each row shows the item (with its work needed underneath), the owner, the start and due dates, the baseline due date (once a baseline is set), the status and the delay. Search and the Owner side and State filters narrow the list; Clear filters resets them.

Timeline#

A read-only version of the project's Gantt chart, grouped by milestone by default (switch between Milestone, Owner and None) with zoom-in/zoom-out controls. Bars cannot be dragged — clicking a task bar opens that task's read-only detail instead.

Not on timeline#

A bar needs both a start date and a due date, so items missing either one can't be drawn on the Timeline. This tab lists them, grouped by milestone, with a Missing column that says No start date, No due date or No dates. The tab shows how many items it holds; when every item has both dates it says so instead.

Your project team#

When Project team is on, a Your project team button appears in the page header. It opens a list of the person in charge, the account owner and the project members. Each person is shown with a Person in charge or Account owner badge where it applies, and with their team role. Email and phone appear only if you also switched on Show contact email and phone.

Requirements#

When Requirements is on, this tab lists the project's fit-gap requirements and how each is covered (standard fit, partial fit, gap or workaround). The columns are Requirement (its reference, with module and process area), Priority, Fit, Resolution and Target date. Filter chips for each fit status (with counts) and a Search requirements box narrow the list. Effort, remarks and assignee are never shown.

Updates#

When Decisions & meetings is on, this tab lists the decisions, meetings and milestones from the project's Activity Log that your team marked as visible to the client. Entries are shown newest first, grouped by month, and you can filter by category (All, Decision, Meeting, Milestone).

Discovery#

When Discovery questionnaires is on, the Discovery tab shows the questionnaires sent for this project and the answers given so far. Each questionnaire is a card with its title, its status, a progress bar, the count (for example 3/10 answered) and either Sent or Submitted with the date. Drafts are never shown. If none has been shared yet, the tab says so.

The first card is selected; click another to switch. Below it, every section is listed with its number, title and answered/total count. Click a section heading to fold it, or use Expand all / Collapse all. Each question appears with its answer, read-only and exactly as on the internal send page (tables, choices and uploaded files, which can be downloaded), with a tick for an answered question and an empty circle for one not answered yet. The Search box looks across the questions and the answers, and Unanswered only hides the ones already answered. When nothing matches, the tab says no questions match the filters.

The recipients' email addresses, internal notes and the fill link and passcode of the questionnaire are never shown on the client page.

Task detail#

Clicking a task opens a dialog showing its status, Start, Due, Duration, and Assignees, its description, checklists (with completed/total counts), and attachments (downloadable). Below that is the Comments thread (see Comments on a task). Posting a comment is the only thing a visitor can change on the public page.

Comments on a task#

The thread shows only comments left by visitors on this public page, never internal staff notes or the project's internal activity feed. It reads from oldest to newest. Each comment shows the author's initials, the name, how long ago it was posted ("just now", "5 min ago", "2 h ago", "3 days ago", then the date) — hover over the time to see the exact date and time — and its text. Files sit under the comment: image attachments appear as thumbnails that open full size in a new tab, and every other file is a chip with its name and size that downloads when clicked.

To add a comment, the visitor fills in the composer under the thread:

• Your name — required. It is remembered on that browser, so the visitor doesn't retype it on the next task.
• Comment — up to 2,000 characters, with a counter.
• Attach files — or drag files onto the box. Up to 5 files of up to 25 MB each; a file that is too large, or one beyond the fifth, is refused with a message. Each chosen file can be removed before posting. A comment can be only files, with no text.

Post comment (or Ctrl + Enter) sends it and shows Comment posted. If posting fails, the message Could not post your comment. Please try again. appears and the text and files stay in the composer so the visitor can retry. Your team sees these comments and files in the task's internal discussion, marked as a client comment.

Sharing a project with a client for the first time#

1. Open the project and click Settings → Share.
2. Click Generate link.
3. Copy the Link and the Passcode (shown once) and send both to the client.

Rotating the passcode without changing the link#

1. Open Settings → Share on the project.
2. Click Reset passcode.
3. Copy the new passcode and re-share it — the old passcode stops working immediately.

Cutting off access to a shared project#

1. Open Settings → Share on the project.
2. Click Revoke, then confirm.
3. The link stops working immediately for anyone who has it.

Starting over with a brand-new link#

1. Open Settings → Share on the project.
2. Click Regenerate link.
3. Copy the new Link and Passcode and send them to the client — the previous link no longer works.

What you set on each task#

Open a project task and expand Client view. Choose who owns the item (your team, the client or both), the contact person, and a short plain-language Work needed text (up to 1,000 characters) — this replaces the internal description on the public page. Untick Show this task on the client's shared schedule to hide an internal task completely, including from the counts. If an item is late, write the reason in Why it is late; the client sees it only while the item is delayed.

Baseline and delay#

In the Share dialog, Set baseline saves every task's current start and due date as the agreed plan (choose tasks without a baseline to keep earlier baselines, or all tasks to overwrite them). From then on, an item's delay is how many days its finish (or today, while open) is past the baseline due date. With no baseline, delay is measured against the due date. An item due within two days is At risk.

Roadblocks on the client page#

A task marked as a roadblock shows a Blocked badge with its reason and expected clear date, unless you turned off client visibility for it. Roadblocks that the client must unblock also appear in Action items.

Previewing as the client#

Click Preview as client in the Share dialog to open the page exactly as the client sees it, without typing the passcode.