Share a project through the portal

Share a project through the portal

Turning on a client’s portal gives them the link. What they see for each project is set up on the project itself: open the project and go to its Client Portal tab. A guided Portal setup walks you through four steps. Everything you add here appears on this project’s page in the portal.

1. Project plan

How your client follows progress. A Milestones | Board switch at the top lets you pick one of two views for each project. Switching never changes your milestones, so you can try both.

Milestones are the phases your client sees on their timeline. Think Discovery, Design Concepts, Build, Launch.

• Status follows task progress automatically, with no manual updating. A milestone reads Up next, then In progress as soon as one of its tasks starts, then Complete when every task is done
• Each milestone has a Show on client portal toggle, and a Show these tasks to clients toggle if you want them to see the task names and progress underneath
• With tasks shown, turn on Show task status and each task gets a small To do, Doing or Done label
• Show subtasks (on by default) decides whether subtask names appear under the tasks

Board shows your client a simple To do, Doing and Done board of the project’s main tasks, by name only. Your client never sees assignees, notes, times or your column names.

• A task you’ve started is in Doing, a completed task is in Done, and everything else is To do
• Tasks keep the order they have on your board. Archived tasks are left out
• Turn on Show subtasks (off by default) to list each task’s subtasks inside its card
• A preview shows exactly what your client will see

2. Scope

Set expectations by listing what’s included, and what isn’t, in this project. Click Generate Scope and MonoDesk drafts both lists from your project details (it’s good at the “not included” list people forget: client-supplied copywriting, hosting, photography). Edit or add items by hand.

3. Deliverables

The things you owe the client. Each deliverable takes attachments (files or URLs), a due date, and a comment for the client, plus a Requires Approval toggle. Approval-required deliverables show as Pending client approval until your client signs off, right in the portal.

If the page refreshes while you’re writing the comment, it’s still there when you come back. Cancel clears it.

4. Requests

What you need from them. Start from a template (Brand assets, Copy and content, Login or access details, Project brief, Feedback or approval) and tailor it. You can attach a request to a task, so what the client sends lands where the work happens.

Your client can answer with files, a link or text, and add a comment. You get an email when they reply, depending on your Client Portal Emails setting.

Preview and share

Client preview shows exactly what your client will see (desktop and mobile) before you send anything. Changes are live; the portal always reflects the current state.

For what this looks like across MonoDesk, see Client Portal.

Last updated October 23, 2026