Portals
A portal is a read-only view for a client. No sign-in: the client opens a link and enters a passcode.
Portals lists every portal. New portal opens a four-step wizard.
Basics
Section titled “Basics”| Field | Values |
|---|---|
| Name | Text. |
| Slug | URL-friendly identifier, generated from the name. |
| Description | Short text shown on the portal’s Overview page. |
| Status | Draft, Published, Unpublished. Only Published portals open. |
| Field | Values |
|---|---|
| Projects | Only tasks from these projects can appear. |
| Visibility label | One label. Only tasks that carry it appear. |
A task is visible in a portal when it is in one of the scoped projects and carries the visibility label. Apply the label to make a task visible; remove it to hide the task. A board column mapped to that label applies it on drag.
Sharing
Section titled “Sharing”| Field | Values |
|---|---|
| Share mode | Link + Passcode. |
| Passcode | Generated. Regenerate at any time; the old one stops working. |
What the client sees
Section titled “What the client sees”An Overview page with the description and a progress summary, a List of the visible tasks, and a Board. The client sees task titles, status, priority, due dates and assignees. Nothing else in the company.
Portals and guests are unlimited on Team and Pro. The Free plan has no portals.