Client portals
How do I show clients project progress without giving them access to my internal workspace?
Create a client-facing view that exposes only approved milestones, status, documents, and next actions. Pull that information from the internal project system while keeping private notes, internal tasks, and sensitive data hidden.
What to check
- Which project fields are safe to share?
- Can the client view update from the internal system automatically?
- What internal information must never appear?