(+91) 97122 00017 Get started

Show a client one task with a shareable task link

Turn on a link for one task and send it to the client or supplier who needs it. They check the task's checklist and status without phoning you, and only people who have the link can open it.

See it live - book a demo
Share tasks by link in CIPHER CRM

  • 192+

    Businesses trust us to grow

    192+ CIPHER teams

  • 31

    Industries served

    CIPHER CRM

  • 4.8/5.0

    Average rating

    192+ CIPHER teams

A shareable task link in CIPHER CRM is a web address that opens one task without signing in.

You turn it on from the task and send it to a client or supplier, who sees its checklist and status.

Only that task shows, and only to people with the link.

In one click you can turn the link off, remove it or swap it for a new one, so you decide how long sharing lasts. 192+ businesses run CIPHER CRM across 🏭 31 industries, with 92 built-in features, a ⭐️ 4.8/5 average rating and ⏱️ 99.9% uptime.

Most teams are live in 1-3 days.

Book a Free Demo See all 92 features
Definition

What is a shareable task link?

A shareable task link is a web address that opens one task for someone outside your CRM, with no account or password needed. It shows only that task, not the rest of your workspace. In CIPHER CRM each task gets its own link, independent from every other task, and it only works while you keep it switched on.

Sometimes the person who needs to see a job is not on your team. It might be a subcontractor, a supplier or someone at the client who does not have a portal login. CIPHER CRM handles this with a shareable task link. On any task you can switch on a public, loginless URL that opens just that task, which makes it handy for sharing a checklist or the status of a job. Each link is independent, so sharing one task does not expose any other task or record. You stay in control the whole time: the link can be switched off, removed or regenerated with one click, and regenerating gives you a fresh address so the old one stops working. Nobody needs to create an account, install anything or remember a password. CIPHER CRM is used by 192+ businesses across 31 industries, and this is part of every plan.

Share tasks by link in CIPHER CRM
The problem

What happens without shareable task links

A subcontractor asks where the job stands, and your only options are a screenshot or giving them a full login they should not have.

You copy a task's checklist into a message, then it changes an hour later and the copy is already wrong.

You once shared a document folder link to update someone, and now you are not sure who still has access.

Someone outside the team needs to see one job, but every tool you have wants them to sign up first.

What slips without Share tasks by link
Capabilities

What you can do with shareable task links

  • One link, one task

    Each task has its own independent link, so the person you send it to sees that task and nothing else in your workspace.

  • No login for the person you share with

    The link opens without an account or password, so a supplier or site contact can see the task straight away.

  • Show the checklist and status

    Use the link to share where a job stands, such as how far its checklist has got, without sending screenshots that go stale.

    crm checklists

  • Switch it on and off

    Turn a task's link on when you need to share it, and off again when the person no longer needs it.

  • Regenerate or remove in one click

    If a link has gone further than you meant, regenerate it to get a new address and the old one stops working, or remove it altogether.

Why CIPHER

Why shareable task links are better in CIPHER

Most CRMs make you choose between giving someone a full account and sending them nothing. We added a middle path for a single task.

  • Share one job, not the workspace

    The link is scoped to a single task, so you never hand over access to customers, bills or other work by accident.

  • Nothing to install or sign up for

    The person on the other end opens a web address. There is no account to create and no password to forget.

  • You can take it back

    Switching off, removing or regenerating the link is one click, so sharing never becomes permanent unless you want it to be.

How it works

How shareable task links work in CIPHER CRM

  1. Open the task

    Go to the task you want to share, the one with the checklist or status the other person needs to see.

  2. Switch on the link

    Turn on the shareable link for that task and copy the web address CIPHER CRM gives you.

  3. Send it

    Paste the link into an email or message to the subcontractor, supplier or client contact who needs it.

  4. Turn it off when done

    Once the job is finished, switch the link off or remove it. If it was shared too widely, regenerate it for a fresh address.

In action

Shareable task links in action, by industry

Construction

A project manager sends the plumbing subcontractor a link to the snag-list task, so they can check which items are still open before they come back to site.

Automotive

A workshop shares the link to a car's service task with the owner, who can see how far the checklist has got without calling the front desk.

Logistics & Transportation

A dispatcher sends a transport partner the link to a loading task, then switches it off once the shipment has left the yard.

Architecture & Design

An interior designer shares a furniture sourcing task with a vendor, and regenerates the link after the vendor forwards it to the wrong person.

Nonprofit

A nonprofit coordinator gives a volunteer lead the link to a relief kit packing task, so they can follow the checklist without a CRM login.

Compare

Shareable task links: CIPHER CRM vs spreadsheet vs generic CRM

What mattersCIPHER CRMSpreadsheet / manualGeneric CRM
Showing a job to an outsider A no-login link to that one task A screenshot or a copied list Often needs a paid guest seat
Staying up to date The link shows the task as it stands The copy is out of date as soon as it is sent Only if the guest signs in
What else they can see Only the task you shared Whatever else is in the file or folder Depends on guest permission settings
Taking access back Switch off, remove or regenerate in one click You cannot unsend a screenshot Remove the guest user by hand
Setup for the other person None, they open a web address None, but the info is stale Create an account and set a password
Share tasks by link

See shareable task links in action

Send a client or supplier a link to one task that opens with no sign-in, and turn the link off any time. People outside the team can look at the task themselves instead of phoning to ask.

See it live - book a demo
Why it's worth it

What shareable task links change for your business

See how CIPHER CRM solves this

Fewer "where are we on this" calls

People outside the team can look at the task themselves instead of phoning to ask.

No extra logins to manage

You do not create accounts for people who only need to see one job.

Sharing you can undo

A link can be switched off or replaced the moment it is no longer needed.

The rest of the CRM stays private

Only the shared task is visible, so customers, bills and other tasks stay inside your workspace.

Ready when you are

See shareable task links on your own data

Book a Free Demo
Proof

Teams that switched to CIPHER

Our quotes used to take days and follow-ups just fell through the cracks. Now every lead has someone on it and a clear next step. We are closing a lot more than we did.
Rahul Mehta
Rahul Mehta Director, Logistics firm - Ahmedabad
I thought moving would take months. We were up and running in two days. I get back about two hours a day that used to go into updating sheets.
Priya Nair
Priya Nair Operations Head, Healthcare clinic chain - Kochi
Because it was set up for property from the start, we were not fighting the software. My managers finally trust the numbers on the screen.
Amit Shah
Amit Shah Founder, Real-estate agency - Surat

Shareable task links frequently asked questions

FAQ

Shareable task links - your questions answered

99% uptime guaranteeISO 27001 certified company24/7 response supportGDPR approvedSSL encrypted 2024
What is a shareable task link?

It is a public web address for one task in CIPHER CRM that opens without signing in. You switch it on from the task and send it to anyone who needs to see that job, such as its checklist or status. It shows that task only, not the rest of your workspace.

Does the person I share with need an account?

No. The link is loginless, so the person opens it in their browser and sees the task straight away. There is no sign-up, no password and nothing to install, which makes it easy to use with subcontractors, suppliers and client contacts.

Can I stop a link from working?

Yes. You can switch the link off, remove it, or regenerate it with one click. Regenerating gives the task a brand new address, so anyone holding the old link can no longer open it. You decide how long sharing lasts.

Will sharing one task expose my other tasks?

No. Every shareable link is independent and tied to a single task. The person you send it to sees that task and cannot move from it into your customers, projects, invoices or other tasks in CIPHER CRM. 192+ businesses run CIPHER CRM across 31 industries, with a 4.8/5 average rating.

When would I use a task link instead of the customer portal?

Use the portal for customers you work with often, who sign in to see projects, documents and messages. Use a task link for a quick share with someone who only needs to see one job, such as a supplier or a subcontractor on a site visit.

Can I share more than one task with the same person?

Yes. Switch on the link for each task you want to share and send them each address. Every link is separate, so you can switch one off when that job is done while the others keep working for as long as you need them.

Glossary

Shareable task links terms, defined

  • Shareable task link

    A public web address that opens one task for someone outside your team, with no sign-in needed.

  • Loginless

    Works without an account or password. The person just opens the link.

  • Regenerate

    Replace a link with a fresh address so the old one stops working.

For your industry

See shareable task links in your industry

All 31 industries

Logistics & Transportation

Freight enquiries chased on time

Healthcare

Every patient call-back remembered

Financial Services

KYC papers filed, expiry dates flagged

Real Estate

Site visits to bookings, all tracked

Ecommerce & Retail

Repeat buyers known by name and history

Education

Each admission enquiry followed up

We're here to help

Book a free demo and see it for yourself

Leave a few details and we call you within a day to walk you through CIPHER CRM set up for your trade. There is no commitment and nothing to sign.

On the call we map out your sales stages, answer whatever you want to ask, and show you exactly how your team would work day to day.

Email support

We're just one email away.

hello@ciphercrm.co

Call us

Call us Mon-Fri, 8am-5pm.

(+91) 97122 00017

Visit our website

Explore products & pricing

ciphercrm.co

Prefer to talk first?

Reach us via support page.

Visit our contact page

Book a free demo

We call within a day. Nothing to commit to.

1000 characters remaining

Send on WhatsApp and get your demo Prefer to talk? Visit our contact page

By sending this, you are okay with CIPHER CRM getting in touch. We never share your details.

  • No obligation
  • Quick response
  • Your data is safe
Book Demo