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Invite Clients to Collaborate Securely with Client View

Share assigned work, project summaries, and selected files, issues, and reports—all without using a paid user seat. Grant visibility and drive transparency while keeping internal workflows protected.
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Project Insight Client View
Highlights

Client View/Client Users

  • Provide limited-access client logins that don’t count against licenses.
  • Choose exactly what tasks, issues, and reports each client sees.
  • Assign tasks and request approvals from clients directly.
  • Let clients comment, upload files, and raise issues.
  • Customize dashboards and home screens for client users.
  • Schedule project reports and milestones for external stakeholders.
Build client trust with Project Insight's Client View feature
Client views in projects
STAY ON TRACK

Reduce project delays with better client communication.

  • Eliminate multiple email threads
  • Request project documentation
  • Ask for approvals
  • Allow for client comments
  • Track meeting minutes and action items
  • Prepare for project audits
EASY SET UP

Be exact about what you share with clients.

  • Specify which projects and tasks should be flagged for client views
  • Schedule important reports for external stakeholders
  • Use Client View with project templates
  • Easily flag specific tasks and other items individually
Project Insight's Client View feature

What sets Project Insight apart from other tools?

  • Unlimited External Users—Free: Invite as many clients as needed without incurring additional licensing fees—unlike many platforms that charge per external user.
  • Tailored Client Dashboards: Provide each client with a personalized dashboard, granting access only to the specific tasks, documents, and reports you choose to share.
  • Granular Permission Controls: Precisely define what each client can view or interact with, ensuring internal workflows remain confidential while keeping clients informed.
  • Integrated Collaboration Tools: Enable clients to comment, upload files, approve items, and raise issues directly within the platform, eliminating the need for disjointed email threads or third-party tools.
  • Reusable Client View Templates: Streamline onboarding by applying standardized client view settings across multiple projects using templates, saving time and ensuring consistency.
  • Real-Time Progress Visibility: Share live updates on milestones, Gantt charts, and project statuses, allowing clients to monitor progress without constant check-ins.
  • Enhanced Stakeholder Engagement: Keep clients engaged with scheduled reports and dashboards, fostering transparency and trust throughout the project lifecycle.