Client dashboards and public sharing

Why public dashboards exist

Clients, stakeholders, and executives usually don’t need to edit your project — they need to see progress without emailing you for updates. Traditional PM tools handle this by charging you per viewer seat, which makes sharing expensive. ProMan makes it free.

A public client dashboard is a read-only view of one of your projects, at a shareable URL. No account needed. They see what you want them to see, nothing more.

Public dashboards are available on Plus and above.

Turning it on

Go to the project you want to share. Click the Share button in the header and choose Create public link. You’ll see a panel with:

• A generated URL (e.g. proman.cotek.app/public/projects/ab8c3d).
• Toggles for what’s visible (see next section).
• An optional password for mild protection.
• An expiry date (default: 90 days; you can extend or make it permanent).

What clients see

The public dashboard is a clean, branded read-only page with:

• Project name, description, and status (on track / at risk / behind).
• A progress bar by milestone.
• The Gantt timeline (optional; off by default).
• Recent Project Updates you’ve written for the client.
• Any files you’ve explicitly marked as Client-visible.

Internal tasks, comments, time logs, budgets, and individual member names are not shown unless you turn them on. The defaults are deliberately conservative.

Project updates

The single most useful thing on a public dashboard is the updates feed. On the project, click Write update in the right rail. Markdown supported. Updates appear at the top of the public page in reverse-chron order.

Pro tip: run AI summarize on the project’s recent activity — it drafts an update from time logs and approvals, and you edit from there. Most teams post a Friday update this way in about 90 seconds.

Branding

Public dashboards carry your organization’s branding:

• Logo (upload in Settings → Organization → Branding).
• Primary color (defaults to our cyan; override for your brand).
• Custom subdomain on Max tier (e.g. clients.yourcompany.com).

Revoking access

Revoking is instant. Click Share → Public link → Revoke. The URL immediately returns 404. You can create a new link anytime; old links are permanently dead.

If you want to rotate the URL (clients shared it further than you intended), click Regenerate URL — the old one dies, a new one is created, and the dashboard is still live.

Audit

Every public dashboard view is logged: timestamp, IP, and (if password protected) the session ID. Check Reports → Public share activity to see who viewed what, when.

Limits

You can have multiple public links active at once — one per client, or one per project. There’s no hard cap on the free or paid tiers, but we rate-limit the public endpoint to 60 requests per minute per link, which comfortably handles a client refreshing a lot without blowing up.

That’s the tour

You now know enough to run your team on ProMan. If something is unclear, broken, or missing from this guide, email support@cotek.live — every message goes to a human at Cotek, usually the same person who built the feature you’re asking about.