Clients have their own sleek Dashboard that puts your branding front and center and makes it easy for them to see project updates, chat with you and your team, see the budget, view Selections, and collaborate on Tasks. If you want to see more specifics about what permissions clients have, head over to this article.

The Client Dashboard includes several components:

Updates

Daily Logs are the first thing your client will see when viewing the Client Dashboard and will give them regular updates on the progress of your project. These appear in the “Updates” tab to the client.

Schedule

The Schedule view that the client sees is not the full detailed Gantt chart the Pro Team sees. Rather, it is a simplified timeline view and only shows the project Phases plus the Tasks that have been shared to the client.

Client Chat

The Chat tab on the client dashboard allows the client to send and receive chat messages from Pro Team members and Collaborators who have Full Access to the project.

Tasks

The Tasks tab on the client dashboard allows the client to view and interact with the tasks that have been shared and/or assigned to them.

Files

The Files tab on the client dashboard allows the client to view and interact with the Files that have been shared with them. They can also upload Files as well.

Budget

Clients can only view and comment on Budget Items. They cannot create them.

Selections

Clients can only view and comment on Selections. They cannot create them.

Note: The only way for a client to see Tasks and Logs is to choose the “Share with the client” option when you’re creating or editing a new Task or Log.


Next up

Share and assign Tasks to clients

What is visible to the client

Using Daily Logs

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