Features · Snapshots

Share project views without exposing everything

Snapshots capture project information at a point in time so you can share updates with customers or leadership using controlled visibility.

Controlled project communication

Package the right information for the right audience and keep sensitive details protected.

Why teams use snapshots

Snapshots help you provide clear project updates externally while maintaining control over what is visible and when it was captured.

  • Capture a shareable view at a specific moment in time.
  • Keep internal details private while sharing progress confidently.
  • Provide consistent updates to stakeholders and customers.
Project snapshots sharing screen

Point-in-time capture

Freeze a project view so recipients see a stable and consistent update.

Controlled visibility

Share only the information needed for the audience without exposing internal detail.

Simple external sharing

Distribute progress snapshots quickly to keep communication timely and clear.

Consistent stakeholder updates

Use the same reliable format for recurring customer and leadership reporting cycles.

Step 1

Select content scope

Choose what project information to include for the intended audience.

Step 2

Capture snapshot view

Create the shareable version of project status with your chosen level of detail.

Step 3

Send to stakeholders

Share confidently knowing the update is clear, controlled, and easy to understand.

Next steps

Combine snapshots with reports to deliver polished project updates to every audience.

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