PROJECT: Project Dashboard

What is the Project Overview?

Designed to be a rich collaboration experience between you and your Client,  Project Overview gives you the power and flexibility to show your Clients just what you want, and nothing you don't.

Project Dashboard Settings/Options

Every company and organization will have slightly different needs and preferences about how they work with Clients, how much they want them to be involved, and how much they want the Client to see. These options will help you customize the Project Overview to your needs.

Display the Client's Logo

You can optionally choose to brand the Project Overview with the Client's logo. 

Display a Welcome Message & Description

This option lets you display a prominent Welcome Message, and in addition, if you so choose, you can include a descriptive paragraph below where you can relay additional information or instructions. * Scroll down to see screenshots of the Client view

Display Project Progress to Client

Show your Clients what % of the Project is complete. This can be set manually, or you can set this percentage to be auto-calculated from the # of completed tasks vs. the total # of tasks. * Scroll down to see screenshots of the Client view

Display the Project Status to Client

If you enable this option, the Client will see the Project Status tag in the top right of the Project Overview . * Scroll down to see screenshots of the Client view

Display Project Update(s) to Client

This is a very powerful part of the Project Overview . You can leave date stamped updates for the Client that include a Project Progress percentage (either calculated, or you can manually set) in addition to a written update. * Scroll down to see screenshots of the Client view

You can optionally trigger an email notification to the Client to let them know that you've posted a Project Update. The information is not included in the email notification (as this could be sensitive), and the Client will need to login to review and optionally respond to the Update.

You can also give the Client the option to leave comments on the Project Update


Ok, but what does the Client see?

It's important that you are able to communicate and collaborate with your Client in an efficient and professional looking way.

Project Progress

Show your Clients what % of the Project is complete. This can be set manually, or you can set this percentage to be auto-calculated from the # of completed tasks vs. the total # of tasks. 

Display a Welcome Message & Description

This option lets you display a prominent Welcome Message, and in addition, if you so choose, you can include a descriptive paragraph below where you can relay additional information or instructions. 

Display the Project Status to Client

If you enable this option, the Client will see the Project Status tag in the top right of the Project Overview . 

Notify the Client of new Update

You can optionally trigger an email notification to the Client to let them know that you've posted a Project Update. The information is not included in the email notification (as this could be sensitive), and the Client will need to login to review and optionally respond to the Update.

Display Project Update(s) to Client

This is a very powerful part of the Project Overview. You can leave date stamped updates for the Client that include a Project Progress percentage (either calculated, or you can manually set) in addition to a written update. * Scroll down to see screenshots of the Client view

Client can give feedback on the Updates

Your Clients can respond to the Project Updates directly in their Portal, and you'll receive an email notification every time they post a message. You can then respond back in a threaded conversation about that Update. The conversation is also replicated in the Client Talk tab to make it easy for you to find.

Updates History

Also provided is a history of the Updates which will give a useful overview of the dates when Updates were made, along with the Project Status and Project Progress on the date of that Update.

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us