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Build Client Trust and Improve Project Outcomes With a Client View Portal

Ensure client confidence without giving up a user seat. Assign clients tasks, get their approvals, share documentation, and report on project status with customized client views.
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Project Insight Client View
Build Client Confidence

Provide clients with a clear project plan.

  • Choose which specific project and task elements to share
  • Share project status to show progress and build trust
  • Invite clients to witness milestones
  • Allow clients to raise issues
  • Assign unique tasks to clients
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 stakholders
  • Use Client View with project templates
  • Easily flag specific tasks and other items inidvidually
Project Insight's Client View feature