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How do I share a plan or Gantt chart?
How do I share a plan or Gantt chart?

Understand how to create a read-only link to your project

Claudette Albers-Reid avatar
Written by Claudette Albers-Reid
Updated over 9 months ago

The plan shareable link will allow you to give your clients access to a specific plan without any access to the project and in read mode only.

Choose from the menu Plans:

In the All Plans grid, click on the desired plan from the All or Favorites tab. In the opened plan, click on the ellipsis button and select Show shareable link:

PSOhub will open up the following dialog box where you will be able to click Copy to copy the link to this plan and send it to your client via email:

When you want to remove your client's access to the plan, simple come back here and click the Remove guest link button.

When your client clicks on the link, a secure version of the plan will be displayed with no access to the project, team members, Kanban, conversations or files:

Alternatively, you can also go directly to your project's Tasks tab and click Open plan.

There, you can click the ellipsis button from the Plan or List view and select Show shareable link:

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