To make Tasks visible to your Client or to share Tasks externally with someone who does not have a BuildBook account, simply click on the Share button in the upper right corner of any Task. Here you'll see two options to either Share with Client or Share with Public Link.

To share your Task with the client, toggle on the Share with Client button in the top right corner of the Task to make it visible to them. From here, you can also get a quick read-only view of how the Task looks to the client on their dashboard by clicking the See what the client sees link when sharing the Task.

Tasks are read-only for clients, but they can use the comments section of the Task to communicate with you and if the Task is assigned to the client, they'll be able to mark it as complete.

This is a great way to communicate Tasks with subs or vendors who you may not need to join your project. Toggle on Share with Public Link to create a link to share externally with those who are not invited to your BuildBook project.

When you toggle on Share with Public Link you can copy the link to share and preview what is included in the link. Anyone on the internet with that particular link will have the ability to view a read-only version of the Task.

Anyone you share the public link with will see a page branded with your logo along with the Project name, type, and address, followed by any Task details you've included (name, due date, assignee(s), Phase it belongs to, Tags, Notes, Sub Tasks, attachments, images, and comment thread).

To see a preview of the link, click See what the public sees when copying the link.

Anywhere you see a Task list in BuildBook, including your Dashboard, Project Home Screen, and Task list, there are icons displayed to the right of the Task name to denote which ones have been shared with your client and/or have a public link enabled.

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Copy Tasks

Using Task Statuses