Set up a client portal

The situation

A client asks “where are we?” every week. You want them to look for themselves, see only their work, and never sign in.

The setup

1. In the client’s project, create a label for what the client may see. Call it client-visible. If you use a board, map a column to that label so a drag makes a task visible.
2. Go to Portals > New portal. Name it after the client. Write the description the client will read on the Overview page.
3. Scope: pick the client’s project and the client-visible label.
4. Sharing: Link + Passcode. Copy both.
5. Publish.
6. Apply the label to the tasks the client should see. Everything else stays hidden.
7. Send the client the link and the passcode.

What the client sees

An Overview with your description and a progress summary, a List of the visible tasks, and a Board. Titles, status, priority, due dates and assignees. Nothing from other projects and nothing without the label.

Screenshot needed

The portal Overview as the client sees it.

Rules of thumb

• One portal per client. One label per portal, so a task cannot leak from one client to another.
• Regenerate the passcode when a client contact leaves.
• Unpublish instead of delete when a project pauses. The scope and label stay for when it resumes.

Portals need the Team or Pro plan.