Table of Contents
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
- 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.
Filters and views #
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.
