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TeamGantt offers four practical ways to share work with a client: invite them as a collaborator, send a view-only chart link, give them a Client Portal, or export a PDF. Choose based on whether they need to participate, how much project detail they should see, and whether they need a live view or a fixed copy.
Choose the sharing method that fits the client
| Method | Best for | What the client can do or see | Plan or access notes |
|---|---|---|---|
| Collaborator invitation | Clients who need to comment or work on assigned tasks | Can comment and update certain assigned work; cannot change task dates or attributes | They become a user on your account and can access only projects they are invited to |
| View-only URL | Clients who need to monitor a live chart | Can view the shared chart, not edit it as a collaborator | Available on a paid plan or during a premium trial |
| Client Portal | A client-facing view with selected schedule detail and updates | Can see the groups, milestones, both, or entire project that you permit | Available on Builder and Enterprise plans; the client does not need a TeamGantt account |
| PDF export | Email, meetings, or an offline record | Receives a static copy of the timeline | Filters and display settings can tailor what appears |
For a snapshot, export a PDF. For ongoing visibility, use a view-only URL or portal. Invite a collaborator only when the client needs to take part in project work.
Share a live chart with a view-only link
Use this option when a client needs to follow schedule progress without becoming a project collaborator. TeamGantt’s sharing guide lists the URL option for paid-plan users or during a premium trial.
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- Open the project in TeamGantt.
- Choose Menu > Embed/Share link, or choose Share > Copy Link to Chart at the bottom of the browser window.
- Send the copied URL to the client.
To share more than one project through a single view-only URL, open the projects in Gantt view, go to Menu > Embed, select the projects, and copy the resulting URL. The URL shares a view; it does not give the recipient collaborator editing permissions.
#1 Best Overall
- Size: A5 (5.8 x 8.3 inches (14.8 x 21 cm)
- Contents: Gantt chart monthly (1 month opening), 24 months, 12 pages of grid notes
- 64 pages
- FSC Forest Certificate Paper Only
Source: TeamGantt Support: Share Your Project with External Users.
Set up a Client Portal
A Client Portal gives you more control over what a client sees than sharing the entire project chart. TeamGantt lists the feature on Builder and Enterprise plans. Managers configure and send portals; collaborators cannot configure or send them.
Rank #2
- PROJECTS VISUAL COMMUNICATION: Getting a glance of your multiple projects progress. Tracking the status, timeline and goals of each project, To make team watch and know the project's information
- SIMPLIFY GANTT CHART PLANNER FOR TEAM: 12 lines for tracking tasks of three projects. Managing and guiding projects to completion on time. Making everyone in team know easily and quickly with chart on wall
- SURFACE EASY TO ERASE: The surface of project management board is laminated by erasable non-porous film. It's easier to clean than traditional whiteboard, reusable for years too
- EASY TO MOUNT: The size of our gantt chart board is 36 X 45 inch, made of thicker construction paper, much lighter than traditional whiteboard, we can put it up on wall easily without damaging
- COMPLETE PACKAGE INCLUDED: Our huge project management planner comes rolled-up in the paper tube with mounting tapes, an eraser and monthly calendar for convenient setup and immediate use
- Open the project and select the Client Portal tab.
- Select Invite clients, then choose whether to invite by email or share a link.
- Choose the visibility setting: Groups only, Milestones only, Groups and milestones, or Entire project.
- To change what a client can see later, open Accesses and revise the visibility.
Clients do not need a TeamGantt account. Someone invited by email authenticates their email; someone using a shared link enters their name and email to access the schedule. Portal views include list and calendar options. They can also show updates, photos, and messages when the portal builder shares them.
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Rank #3
- ✔ Ultimate Gantt Chart Project Management Board Kit. Build project timelines, identify critical paths, and manage project risks effortlessly and everything visually. Simplify complex project activities and enhance project management with the power of visualization. Comprehensive project management set with 668 magnetic pieces, risk magnets, markers, cleaning tools, and an easel.
- ✔ Effective Overall Project Management. Color-coded project magnets highlight risks on specific tasks, making them easily visible. Special color-coded magnets allow risk assessment for project timelines, budgets, and resources. Do you need overall 1 month project timeline overview, or 5+ years? No problem, you can customize the board with three-row project timeline columns to suit your needs.
- ✔ Ensures Simplified Communication, Fewer Misunderstandings with this Project Board. Visualize project information with color codes on the well-designed Gantt chart board. Keep the board updated, and it will communicate project details effectively on its own.
- ✔ Facilitate Collaboration. Bring stakeholders and your team together for ultimate alignment and clarity on your projects. Review timelines, assess risks, define mitigation plans, and align on project priorities on this project board. Enhance clarity in project communication with easy-to-understand visuals.
- ✔ Premium Project Management Board Kit. Experience premium quality with the PMXBoard brand. Frameless, double-layer magnetic Gantt chart board for durability and strength. Wide variety of project magnets, unique magnetic properties, and a wear-resistant board surface for a superior project management experience. Ultimate Gantt Chart Board Planner
Invite a client as a collaborator
Invite the client as a collaborator if they need to contribute, rather than just view the schedule. Collaborators become users on your account, and access is limited to the projects they are invited into.
- Open the project and choose Share > Invite People. You can also reach the People page through the People tab or Menu > Manage People and Labels.
- Invite or create the person on the project’s People page.
- Assign Collaborator permission and invite them to the project.
A collaborator can be assigned tasks, update progress on assigned tasks, comment, upload or download documents, check checklist items, and track time on tasks in a project they are invited to. They cannot change dates or edit task attributes. Managers have broader access, including changing charts, inviting or removing users, editing project settings, and deleting projects; choose collaborator access when the client does not need those manager controls.
Rank #4
- Complete Project Kit – Board, 6 markers, eraser, wall hardware, tray, and 4 rolls of color-coded tape to plan timelines and track task status.
- Instant Project Visibility – Use tape for timelines and status, so teams see progress, deadlines, and delays at a glance.
- Built for Business Use – Magnetic backing, aluminum frame, and smooth dry erase surface designed for daily office use.
- Large Format for Teams – 40"x24" size gives clear visibility in meetings, offices, and project rooms.
- Professional Management Tool – Ideal for business planning, team collaboration, and project management professionals.
Sources: TeamGantt Support: Invite People (Users) & Assign Tasks and TeamGantt Support: User Permissions.
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Make a static PDF timeline
- Open the project and choose Menu > Print/Export PDF.
- Set filters and display options so the PDF includes the information you want the client to receive.
- Export the PDF and share it by email or another channel.
A PDF is a fixed snapshot, not a live schedule: later project changes will not update the copy you sent. TeamGantt’s FAQ also lists CSV data export and embedded or view-only project sharing as available sharing or export options.
Best Value
- Packages Includes: you will receive 1 magnetic Gantt Chart Whiteboard with a size of 24 x 36 in, a Flannel blue and yellow wave eraser, 100 pages of arrow sticky notes, 1 Magnetic pen holder, a roll of Nano traceless double-sided tape and 6 colored erasable whiteboard pens
- Reusable and Quality: the task tracking whiteboard planner is made of magnetic material; With dry-erase design, write and wipe with ease, We can erase easily even months later and use this work schedule board over and over again
- Productive Project Management Tools: ensures Simplified Communication, Fewer Misunderstandings with this Gantt Chart Project Board; Visualize project information with color codes on the well-designed Gantt chart board; Keep the board updated, and it will communicate project details effectively on its own
- Mounting is a Breeze: this vision board is lightweight and can be attached magnetically or with nano-traceless double-sided tape; ; You can mount this Board or take it down easily without tools; Notice: before use, please place heavy objects at the four corners of the poster and let it sit for 12-24 hours until the poster is flat again
- Practical and Versatile: it's easy to use for products development, marketing strategic projects or as a sales goal whiteboard for daily use in office, home or family; Whatever for entrepreneurs, managers or person working at home, buy the office white board for wall for try
Sources: TeamGantt Support: Share Your Project with External Users and TeamGantt Support: Frequently Asked Questions.
Quick Recap
Before you send access
- Decide whether the client needs to view, comment, or update assigned work; do not grant collaborator access just to provide visibility.
- For a portal, select the groups or milestones the client should see before inviting them.
- For a PDF, apply filters first if the client should receive only part of the schedule.
- Check plan eligibility and current menu labels in your TeamGantt account, since plan availability and interface wording can change.
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