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How do I share a project plan or timeline?

Understand how to create a read-only link to your project timeline and share it with external stakeholders

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:

Choose from the main menu Plans > 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:

An open plan and clicking on the option to share the plan as a 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 email it to your client or other external stakeholder:

Guest link message box, where you can copy the link and email to your external stakeholder

If you want to remove guest access to the plan, simply 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, in your project, you can go directly to your project's Tasks tab and click Open plan.

In the project, go to the Tasks tab and click Open Plan

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

The shareable link is available in the List, Grid or Plan view.