Skip to content
Client Portal UsersProjects

Viewing projects in the client portal

Browse your projects, open details, and follow progress from the client portal.

Last updated May 20, 2026

What this guide covers

Open the projects list

  1. Go to Projects

    In the sidebar, click Projects to see all projects linked to your client account.

  2. Open a project

    Click a project row to open its detail page. Projects use a readable reference code in the URL.

  3. Explore project tabs

    Use tabs such as Overview, Tasks, Estimates, Media & Design, and Inventory depending on what the business shares with you.

Dashboard shortcut

The client dashboard shows a count of active projects and a short list of recent projects for quick access.

Related articles