ModulesProjects
Sharing Projects
Share a read-only (or comment-enabled) project view with clients and stakeholders via a public link.
Need to show a client or external stakeholder how a project is going without giving them a Workestra login? Generate a public project portal link. They see a read-only view at /p/<token>; you control what they can see and for how long.
Screenshot needed — add an annotated image showing this UI
Creating a Shared Link
- Open a project
- Click Share (top right)
- Click Create public link
- Configure:
| Option | Default | Purpose |
|---|---|---|
| Permission | Read-only | Choose Read-only or Can comment |
| Expiry | Never | Optional — link auto-disables after the chosen date |
| Password | None | Optional — viewer must enter a password |
| Show internal comments | Off | Whether internal team comments are visible |
- Click Generate — you'll get a URL like
https://yourworkspace.workestra.app/p/4f8c2a…
Send that link to whoever you want. No Workestra account required to view.
What the Recipient Sees
The public portal shows:
- Project name, description, and status
- The task list with status, assignee (first name + initial), priority, due date
- Cycle progress and burndown (if cycles are in use)
- Roadmap / timeline view (if enabled)
- Comments marked as "external" (or all comments, if you chose "Show internal")
Hidden from the recipient:
- Internal-only custom fields (admin can flag fields as internal)
- Time logs and budget
- Salary / cost information
- Any task not in the shared project
Comment Permission
If you enable Can comment:
- The recipient can post comments as a named guest
- Their comments show up in your team's feed with a "Guest" badge
- Your team gets notified when a guest comments
Managing Links
From Project → Share → Manage links, you can:
- See all active links
- Revoke a link immediately (anyone with the URL loses access)
- Rotate the token (breaks the old URL, issues a new one)
- View link usage — visit count, last viewed, unique visitors
Expiry
Expired links return a "Link no longer active" page. Share another link if you still need to grant access.
Next Steps
- Collaboration — in-workspace comments and mentions
- Projects — the project being shared
- Settings — configure default sharing policies