Complete workflows

Deliver a presentation and a read-only view

Goal: communicate the project without granting edit access. Requirements: a completed practice project, and Pro or Team for the web link. Result: a five-part presentation, a reviewed PDF and a read-only snapshot.

1. Prepare five sections: Goal, Evidence, Decision, Budget and Next actions. Keep private notes out of the scope you are going to share.
2. Add the sections to the path in that order, even if they are on different pages.

3. Write notes to explain the transitions. Review the path and the current budget figures.
4. Present the board. Use the pointer or pen to explain details without altering the agreed narrative.
5. Export to PDF and check, outside the application, that it has five pages in the intended order.
6. For the web view, choose the approved scope, access, password and expiration, and review exactly what will be shared.

7. Publish and test the viewer the way the recipient would. Check the links and read-only mode.
8. Change something in the original and check that the snapshot does not change silently. Publish again when appropriate, and revoke access when it is no longer needed.