Share a snapshot
Capture a fixed version of a timeline for review.
Outcome
Share a fixed timeline state without exposing later plan changes.
Applies to
Workspace members who need review, approval, or audit context for a specific moment.
Before you start
Use a snapshot when reviewers need to discuss one version of the plan. Use a live timeline when the plan should stay current.
Steps
- Open the timeline you want to capture.
- Confirm the visible schedule is ready to share.
- Create a snapshot from the sharing controls.
- Send the snapshot access to reviewers.
- Track snapshot access from Reviews.
What happens next
Snapshot viewers see the captured version. Create a new snapshot if the plan changes enough to need another review.