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Sharing and managing tasks with clients through your client portal
Sharing and managing tasks with clients through your client portal

Learn how to collaborate with your clients on tasks in your client portal.

Updated this week

For more information about how to enable your client portal and how your clients can access your client portal, please refer to the following page:
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Enabling task visibility and access

Your client portal offers various options for controlling how much visibility your clients have into their projects and tasks. You can choose from the following three settings:
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  • Clients cannot view tasks: Clients will not see a task tab when they access the portal and will have no visibility into any project tasks.

  • Clients can view tasks assigned to them: Clients will see a task tab in the portal and will only be able to view tasks that are assigned to them or tasks that they created.

  • Clients can view all project tasks: Clients will see a task tab in the portal and will have access to all tasks associated with their project.


Additionally, you can further customize your client permissions to decide which task details clients can see and control whether they can create, edit, and comment on tasks.
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Please note that client portal settings apply universally to all your clients. When you update access permissions, the changes will take effect immediately for all your clients.

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