What’s Inside Your Portal

Learn what the portal dashboard, widgets, Tasks, Files, Service Showcase, Live Chat, and Requests can do.

Use the client portal to share work, files, messages, and service information. Start with the outcome you need. Then open the linked guide for the exact setup.

Portal Dashboard

The Dashboard is the first page a client sees after sign-in. Its widgets can show account information. They can also show work that the client can see.

Choose and arrange widgets

You can rename, hide, or reorder workspace widgets in Company Settings. A widget can also stay hidden. This happens when its module is off, it has no data, or the client lacks access.

Progress Overview groups work by task board. It shows each board the viewer can access. A board can show section progress, milestones, and its latest status update. Clients see only what you share. Learn about task boards and status updates.

Active Services

Shows active services and their filled-in details. Learn how Service Showcase works.

My Open Tasks

Displays all open tasks assigned to whoever is viewing the portal.

Memo Pad

A rich-text card for messages, notes, or updates. Turn on Visible to clients, then select Save changes before clients can see an update.

Memo Pad can display supported links and media cards. Examples include YouTube, Loom, Figma, Canva, Monday, and X or Twitter. The source tool’s sharing settings still apply.

Learn how to set up and use Memo Pad.

Starred Images

Displays the latest 10 starred images from the Files module.

Starred Files

Displays the latest 10 starred files from the Files module.

Tasks

Use Tasks to plan client work on one or more task boards.

Plan work on task boards

A task board holds one stream of work for a client, such as onboarding or a monthly service. Use sections to show stages such as To Do, In Progress, and Ready for Review. Add tasks, choose an owner, set dates, attach files, and keep the decisions with comments.

Create another board when the client needs a separate plan. Learn how to create task boards and sections.

Each board can have an Overview. Your team can set its current status, add milestones, and post an update about what is happening now. The status is set by a team member. It is not calculated from task totals.

Use On Track, At Risk, Off Track, On Hold, Complete, or Dropped to describe the board. At Risk, Off Track, and On Hold need a written update. New updates become part of the board's status history.

You can show or hide a board's Overview for clients without hiding the rest of the board. Learn about board Overview and status updates.

Use the right view

Overview shows the board brief, milestones, current status, and status history.
Table is best for scanning task details.
Board shows work by section.
Date shows scheduled work in a calendar.

Learn how to use task views, filters, and bulk actions.

Clients can work only with the boards, views, and tasks shared with them. They cannot create or configure boards or sections.

Learn how to manage client work with Tasks.

Files

Use Files to organize account documents and media. Your team can:

Create folders to organize documents, images, and other files.
Set folder permissions so only specific people have access to folders and files.
Star important files or images so they appear on the dashboard.
Share files through the portal, a Client Link, or a public download link when the sharing risk is appropriate.
Turn a finished folder into a Deliverable: a clear final handoff page for the client that uses the live folder and its files.

Service Showcase

Use Service Showcase to show the services that apply to a client account:

Add service groups, service names, and detail-field names to the shared catalog. Then add each client’s detail values in that account.
Active services appear on the dashboard for clients to see. They can show Submit Ticket when active-service tickets are enabled.
Inactive services can show Request Service. When available, both actions create a task. Review how Submit Ticket and Request Service work.
Add clickable links (e.g., reporting dashboards, campaign trackers) so clients can jump straight into their resources.

Learn more about the Service Showcase and account details in Show and request services.

Live Chat

Use Live Chat when a conversation belongs with client work:

For clients, chat shows up as a floating bubble inside their portal.
Your team opens chats in the team workspace.
Account conversations stay with the client account. Channels and direct messages can have their own members.
Notifications and pinned chats help you stay on top of important threads.
Create custom channels that you can keep team only, or add your clients to.
Send direct messages to eligible team members or client contacts.

Learn more in Work together in Live Chat.

Requests

Use Requests to collect files and information from clients:

Send a request form asking for specific details or documents.
Clients upload responses directly into the portal.
Uploaded files are available from the Request and its related Files location.
Requests can be marked private, so only you and the client you sent it to can see them.
Use sensitive answers and conditional flows when they are available for your workspace.

This keeps the response and related files together.

👉 Next up: Onboard Your First Account

What’s Inside Your Portal

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