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Sharing Projects and Timelines

How to share timelines and project views with others

Updated yesterday

All account owners have the ability to choose how you share timelines. It works slightly differently for Unbound timelines and Standard (Classic) timelines. By default, Unbound timelines are not published or shared.

When you create a new timeline, in the project editor window you set who can edit (and view) the timeline by choosing the Editable by: ‘Account members’ or ‘Just me’.

Privacy and sharing in Unbound

When you create an Unbound project, the project and its views are only viewable by members of your account (or just you if you chose this option when you create the timeline).

Sharing an Unbound project view

To share one of your project views, first select to the view you want to share by clicking on the view name (grid, horizontal, vertical) from the view tabs. Then, click on the three dots to access the view action menu for that view and select ‘Share view’.

Image of a timeline view and the share panel

Sharing a project view

The view sharing window will appear. This will show you who currently has access to this view. By default, this is only the people who have access to your project.

Image of the share window to choose who has access to the timeline view

Share window lets you decide how to share the timeline view

You can choose to share the view with:

  • Only those invited: Only those with access to the project will be able to access this view.

  • Anyone with a link: Anyone can see this timeline view with the link and search engines may index this view. This allows you to share the timeline view with anyone; they do not have to be a Timetoast user.

To share the view, press 'copy link' in the share window, which will give you the link you can share.

To share a project view with someone who does not have access to your project, choose the option 'Anyone with a link' and press 'copy link' in the share window, which will copy the externally-accessible url.

If you are currently on your project page, simply copying the url (address in the browser) will not work as the project url is not externally accessible. You must use the 'copy link' button in the share window.

If you have shared a timeline view with ‘Anyone with a link’, you can change this to ‘Only those invited’ from the share window and press save. It will no longer be externally accessible.

Privacy and sharing in Standard (Classic)

When you create a Standard (Classic) timeline, you set the Publish status to either Draft or Published in the timeline editor window.

On the free plan, you can have one draft timeline and an unlimited number of published timelines. Premium plan members can have unlimited draft/unpublished timelines.

Published timelines are listed on the site and all site visitors can view them. They can be indexed by search engines. Draft timelines are not listed on the site.

You can share a published timeline with anyone; they do not have to be a Timetoast user.

Publishing a timeline or making it draft/unpublished

You can publish timelines (or make it draft/unpublished) directly from your timeline dashboard page or the timeline edit page.

  • From your dashboard: Tap or click on the triple dot icon next to your timeline title, then click on or drag the slider from/to draft to/from published.

  • From the timeline edit page: Tap or click on the triple dot icon and click on or drag the slider from/to draft to/from published

Sharing your timeline

To share your timeline, tap or click on the triple dot icon in the timeline header and select ‘Share’. This will bring up a window to share or embed. Embedding timelines is available on our premium plans.

If your timeline is published, there will be a public link, which you can copy and share. Anyone with the public link will be able to access the published timeline.

Standard (Classic) timeline share window

When you select 'Share', this will bring up a window to share or embed the timeline.

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