Projects & client views
The Projects block is the heart of most portals. It turns the projects your team manages in the dashboard into a status board your client can read at a glance — scoped so they only ever see their own work.
How it looks in the console
Your team works in Projects in the console — a sortable table across every client, with status, progress, tasks, and owner. This is the internal view; clients never see other accounts' rows.
- 1Filter tabs: All, In progress, In review, Blocked, Done.
- 2Status pills update the moment your team changes them.
- 3Progress bars and task counts roll up from each project's tasks.
Status, live everywhere
The pills a client sees are the same statuses your team sets in the dashboard, rendered with consistent color. Move a project from In progress to In review and the client's portal updates in real time — no double entry.
- In progress
- Active work. Shown blue; the default working state.
- In review
- Waiting on someone — often the client. Pairs naturally with an Approval.
- Blocked
- Stuck and needs attention. Shown red so it stands out in the client's list.
- Done
- Complete. Drops to the bottom of the client's view by default.
What the client sees
On the client side, Projects is calm and scoped. The portal home surfaces active projects, anything awaiting their input, and outstanding balance — then a focused list of just their work.
- 1Summary cards count only this client's records.
- 2Needs your attention pulls items waiting on the client to the top.
- 3Inline Review buttons jump straight into an approval.