The line under the client’s name says the day of the plan, the status word and how many tasks are done. Once the project contact has opened the portal, it says when.

Open client portal opens the portal as your client sees it, in a new tab.

The dark button opens this week’s letter, such as Send week-two letter. Before the kickoff it reads Send before-kickoff letter.

Plan holds every phase and task, the day count and the client’s details.

Today lists what is due today for this client, blocked work first.

Credentials is the ledger of every login the old provider held.

People lists everyone at the client and where each of them stands.

Portal is the message thread the client reads in their portal.

Audit is the record of everything that happened. Filter it by All, People or Systems.

Setup holds the team, the kickoff, the lockout date, the welcome email for this client and the ways to end the onboarding.

A ring shows the day of the plan and the wrap-up date.

A card shows how many of the client’s people have booked a session, with a link to view the portal as the project contact.

This week lists tasks that ticked themselves from a connected tool.

Details lists the owner, the client contact, the kickoff, the wrap-up date, the lockout date and the outgoing provider.

Reading documents says whether AI may read this client’s handover documents. Only the workspace owner can change it.

Your clients

The plan: phases and tasks

People and their status