Share a Project by Link
Hand someone a read-only web page of your project — its goals, tasks, folders, notes and files — with no account, no login, and optional password, expiry and view limits.
Overview
A share link lets you hand someone the contents of a project without adding them to Sapience. They open a web page, read what you shared, and nothing else — no account, no login, no access to the rest of your workspace.
A shared project link shows three things:
- Overview — the project's name, status, description, primary goal, success criteria, target date and owner.
- Goals & Tasks — the full plan, with each goal's status, priority, who it's assigned to, and a done-count.
- Files & Notes — the project's folders, notes and files, as a tree you can open and close.
Sharing a Project
- Open the project.
- Use Actions → Share in the project header.
- Choose your options — password, expiry and view limit are all optional (see below).
- Copy the link and send it.
The person you send it to opens it in any browser. Nothing is installed, and they don't need a Sapience account.
The Three Controls
Control | What it does |
Password | The reader must type a password before the page opens. They type it once; the link keeps working for them for a short while without re-typing. |
Expiry | The link stops working after the number of days you choose. |
View limit | The link stops working after it has been opened a set number of times. |
All three work on project links, note links and file links alike.
How views are counted
Opening the shared page counts as one view. Opening a note or downloading a file from inside it does not.
That matters if you set a view limit: one person reading through a project with a dozen files would otherwise burn a dozen views in a single sitting. With this rule, that visit counts once.
You're told when a link runs out
When a link of yours reaches its view limit, Sapience emails you once to say so. You'll know the person you sent it to can no longer open it, rather than finding out when they tell you.
Reading the Shared Page
The contents list at the top links to the three sections. On a long project it's the fastest way down to Files & Notes.
Goals & Tasks starts collapsed to its top-level goals, so a large plan fits on one screen. Click any goal to open it; Expand all and Collapse all are at the top of the section.
Files & Notes is a tree. Folders open to show what's inside them, including folders within folders. Each file shows its size and date.
Clicking a note opens it over the page, with the note's full formatting. Close it with the × in the corner, the Escape key, or by clicking outside it — and you're back where you were in the project. You can also open a note as its own page if you'd rather send someone straight to it.
Clicking a file downloads it.
Printing and PDF
The page is built to print. Use your browser's Print (or Save as PDF) and everything expands automatically — every goal, every task and every folder prints open, even the ones that were collapsed on screen. Long file and note names wrap rather than being cut off, so nothing is lost on paper.
This is the fastest way to turn a shared project into a document you can send as an attachment or take into a meeting.
What Is Not Shared
A project link shows the Overview, the Goals & Tasks, and the Files & Notes — and nothing else.
Not included: the project's conversations, its team members, and the instructions or working notes its agents use. Those stay private to your workspace.
Turning a Link Off
Delete the share from the same Actions menu you created it in, and the link stops working immediately for everyone holding it. You can also let it lapse using expiry or a view limit if you'd rather it end on its own.