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Help Center

Overview
Projects ListList SettingsCreating ProjectsTasks & MilestonesTemplatesDeal to DeliveryTime & InvoicingClient PortalBudget & ReportingAI for ProjectsIn Automations
Help CenterProjectsClient Project Portal

Client Project Portal

Share a read-only, branded status link so a client can follow a project without an account, showing only what you choose to publish

A shareable status link

Give a client a private link to a live project status page.

The client portal is a read-only status page you can share with a client through a private link. They open it in a browser with no account and no sign-in, and it shows your organization's branding, so it reads as your window onto the project rather than a generic page. The link is the only credential, and it is a long, unguessable secret.

On the Business and Ultra plans
The client portal is available on Business and Ultra. Links you already created keep working, and you can revoke them at any time, on any plan.

Creating and revoking a link

Mint a share link, optionally give it an expiry, and revoke it anytime.

1

Create a share link

From the project, create a client share link. You can optionally set an expiry date so the link stops working on its own after a point. Creating a link is an edit-level action on the project.

2

Send it to your client

Copy the link and share it however you normally reach the client. Anyone with the link can view the status page; there is nothing else to set up on their side.

3

Revoke when you are done

Revoke a link at any time to turn it off immediately. A revoked or expired link stops showing the project and reveals nothing about it.

What the client sees

A deliberately narrow, client-appropriate view of the project.

The status page is limited on purpose. It shows only:

  • The project name and its current stage.
  • Overall progress.
  • Milestones, with their dates and whether each is done.
  • Only the status updates you have marked as client-visible.

It never shows internal-only information: no health rating, no budget or burn, no logged hours, no internal descriptions or notes, no author names, and no deal or pipeline detail. The page shows nothing beyond your branding and the fields above.

Publishing a status update to the client

You decide, per update, what the client gets to read.

Status updates you post on the project are internal by default. When you want a particular update to reach the client, mark it as client-visible and it appears on the shared status page. Anything you leave internal never shows there. This gives you a clean split: candid internal notes on the project, and a curated public thread the client reads on their link.

Nothing is public by default
Status updates start internal and stay internal until you choose to publish them, and a project has no shared link at all until you create one. There is no way for a client to reach a project they were not sent a live link for: a missing, revoked, or expired link shows the same neutral “not available” page with no project detail.

Related Articles

Creating & Managing Projects— Post status updates and manage the projectAI for Projects— Draft a client-safe update with AIBudget, Burn & Delivery Reporting— Track budget and delivery internallyFiles on a Record— How files attach to a project record
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