Want to share project updates with contract workers, clients, or other stakeholders without adding them as a user to your project or account? TeamGantt gives you 3 options for doing this. Let's take a look at how each one works.
1. Invite someone as a guest
In TeamGantt, a guest is someone who's been invited to a single project with View Only project permission and Basic User account-level permission. For example, let's say you hire a freelance writer to create content for a website project. Inviting the freelance writer as a guest on the project enables them to see and comment on tasks.
If you've got a Standard or Advanced subscription plan, you can add an unlimited number of guests to your account/projects.
Here's how to invite someone as a guest to your project:
1. Click the Invite People button at the upper right corner of your project:
2. From your project’s People page, click the blue Invite Users link, located just below the list of people who are already part of your project.
3. Click the Add New Person link.
4. Next, enter the person’s name and email address, and set their company-level permission to Basic User. (Note: Basic users are automatically added with View Only project permission.)
3. Click the Add User to Company button.
4. Click Add to Project, and this person will automatically receive an invitation to access the project.
2. Share a view-only URL of your project
You also have the ability to share a personalized URL for your project with non-TeamGantt users. This option is great if you want to enable a client or stakeholder to monitor project progress without inviting them to become a user on your account.
You have 2 different options for accessing the URL:
- Open your project and go to Menu > Embed
- Open your project, and select Share > Copy Link to Chart at the bottom of your browser window.
To learn more about options available for customizing your URL, please visit: Embedding your projects
3. Share a PDF of your project
You can also export a customized, print-ready PDF of your project to share with others. This option is perfect for giving clients and stakeholders a quick snapshot of a project because it enables you to filter a project first and show only the information you want to share.
To generate a PDF of your project, open the project, and go to Menu > Print/Export PDF.
For more information about PDF exports, please visit: PDF Options and Customizations
Want to tell others about TeamGantt? You can also share TeamGantt on Facebook or Twitter using this quick link as well!
To learn more about TeamGantt, join us for one of our webinars!