Project Visibility

Project Visibility

Give your clients a clear view of ongoing work.

What clients can see

  • Assigned projects listed on the client dashboard
  • Key details for each project (name and associated boards)
  • Task progress snapshots by project (e.g., new, in progress, done)
  • Team members involved in their projects

Filters and views

  • Adjust the date range at the top of the dashboard to refresh project and task summaries.
  • Totals and lists update automatically for the selected period.

How to use

  1. Sign in to the Client Portal.
  2. Open the dashboard to view project lists and current progress.
  3. Change the date range to review a different period.

Tip: Keep project names and board titles clear so clients can quickly recognize their workstreams.