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TruePPM

Public sharing (board & schedule)

Public sharing lets a project Admin hand a stakeholder — a client, a sponsor, anyone without a TruePPM account — a link that opens the project’s board or schedule in a browser, read-only, with no sign-in. Links are revocable at any time, can be given an expiry, and the shared view is deliberately minimized so internal detail never leaks.

Section titled “Generating a link”

You can create a link two ways:

  • From the Schedule or Board toolbar, choose Share (Admin or Owner only). The dialog is scoped to the view you launched it from.
  • From Project Settings → Sharing, choose Create link… and pick whether to share the schedule or the board.

In the dialog:

  1. Optionally give the link a label (e.g. “Client review — Q3 steering”).

  2. Choose when it expires — Never, In 30 days (the default), or a date you pick. An expired link stops resolving on its own.

  3. Decide whether to show assignee names — off by default, so no individual on the team is exposed unless you opt in.

  4. On a schedule link only, decide whether to show milestone dates — on by default, because milestones are usually the headline an external audience wants. Turn it off to share progress and structure without committing to dates: every milestone row is withheld from the shared timeline, along with any dependency arrow that pointed at it. A board link has no milestone lane, so it does not offer this.

    This withholds the dates; it does not hide that a milestone exists. The remaining rows keep their WBS numbering, so a gap in the sequence is still visible, and the surviving tasks are still scheduled around the hidden gate — a determined viewer can bound its date from its neighbors. If a date must be provably invisible, do not put it in a shared project.

  5. The link is shown exactly once. Copy it immediately — for security it is stored only as a hash and can never be retrieved again. If you lose it, revoke it and create a new one.

The Sharing page groups active links by kind (Schedule / Board) and shows each link’s label, a non-revealing prefix, its expiry, who created it, and how many times it has been viewed.

What a viewer sees — and doesn’t

Section titled “What a viewer sees — and doesn’t”

A shared board shows the working columns (task ID, name, status, percent-complete, due date); the backlog column is never shown. A shared schedule shows a read-only timeline — WBS structure, task bars with percent-complete, the critical path, and milestone dates (unless you turned that reveal off when you created the link).

Neither view ever includes:

  • comments, notes, or attachments
  • story points, business value, cost, or any estimate
  • schedule float, slack, or Monte Carlo risk figures
  • blocker details
  • assignee names (unless you explicitly enabled Show assignee names for that link)

A shared schedule additionally omits milestone rows and their dates when you turned Show milestone dates off for that link. This is a schedule-only control: a shared board lists milestones as cards with their due dates and is not affected by it.

Viewers cannot edit anything — there is no drag, no detail popover, no create action.

Revoking and expiry

Section titled “Revoking and expiry”

Revoke a link from the Sharing page or the toolbar dialog. Revocation takes effect immediately: the link stops resolving and anyone who opens it sees a “This link is no longer active” page. The same page appears once a link’s expiry passes. A revoked or expired link can never be reactivated — create a new one instead.

Moving the project to Trash also stops every link resolving. Anyone who opens one sees the same “no longer active” page. Unlike revocation this is not permanent: restoring the project from Trash brings its links back exactly as they were, so a link you revoked while the project sat in Trash stays revoked. If you want a link gone for good, revoke it — Trash is reversible by design.

Requirements

Section titled “Requirements”

Public sharing is opt-in at two levels:

  • Public sharing must be enabled for the project (Project Settings → General → Public sharing). This policy inherits from the workspace and program, and is off by default. If it is off, minting is blocked and turning it off later immediately disables every existing link for the project — both board and schedule.
  • The self-hoster’s operator must not have disabled sharing instance-wide (see Configuration).
Section titled “Related”
  • Board (Kanban) — the board a shared board view mirrors
  • Configuration — the TRUEPPM_PUBLIC_BOARD_SHARING_ENABLED operator kill switch (governs board and schedule links)