Client Projects
The Projects section lets you track the progress of work being done for you.
1. Viewing Your Projects
- Click Projects in the left sidebar.
- The list shows project name, status, start date, and due date.
- Click a project name to open its details.
2. Project Overview
The project detail page has several tabs:
Overview
- Project description, status, dates, and team members assigned.
Tasks
- A list of tasks within the project.
- You can see each task's name, status, priority, and assignee.
- You cannot create or edit tasks from the client portal — only view them.
Invoices
- Invoices generated for this project.
- Click an invoice to view it or pay it online.
Proposals
- Proposals related to this project.
- Click a proposal to review and accept or decline it.
Contracts
- Contracts linked to this project.
- Click a contract to review and sign it.
Files
- Documents shared by the service team.
- Click a file name to download it.
- You can also upload your own files here for the team to access.
Timesheets
- Hours logged by the team on this project.
- You can add your own time entries if permitted by your service provider.
Activity
- A chronological log of everything that has happened on the project (tasks added, invoices sent, comments made, etc.).
3. Communicating on a Project
Use the Chat module (see Client Chat) or add comments directly within tasks and invoices if commenting is enabled.
Tips
- Check the Activity tab for the latest updates if you have not heard from your team recently.
- Download files from the Files tab for any documents the team has shared with you.
- The Tasks tab shows you exactly what is in progress — useful for tracking delivery milestones.