Export, email, or publish your project schedule so your team and clients always have the latest timeline. You can share a detailed Gantt chart, a simple task list, or publish the schedule directly to the Client Portal.

Note: Watch the video for the full walkthrough or scroll down for specific steps.

Use the Share option to export or email your schedule in different formats.

The Gantt Chart option exports both the task list and timeline view.

Tip: PDF is the best option for printing or sharing with clients.

The Task List exports only the list of categories and tasks without the visual timeline.

The Task List includes both categories and tasks by default, making it ideal for internal use.

You can publish your schedule so clients can view it in the Client Portal.

Note: A project must be linked to a Lead before it can be shared through the Client Portal, as the portal is created from the Lead.

After publishing, the Publish button turns blue to indicate the schedule has been shared.

The As displayed option publishes the schedule exactly as it appears on your screen.

For example, if you've collapsed most categories and expanded only one or two sections, your client will see the same view. This is useful when you only want to highlight specific parts of the schedule.

After publishing, you can manage the shared schedule at any time.

Removing outdated schedules helps avoid confusion by ensuring clients only see the current version.