Client Portal
Project Overview
The Client Portal is a comprehensive Notion template designed to streamline client communication, project management, and collaboration. This template centralizes key client and project-related information into a single, organized space for efficiency and clarity.
1. Client Tasks
Stay on top of projects with a dedicated task management system tailored for clients.
• Task List: View, manage, and update tasks assigned to you.
• Deadlines: Keep track of important deadlines to ensure timely delivery.
• Priority Levels: Focus on critical tasks by marking them as high, medium, or low priority.
2. Contract
Easily access and reference contractual documents to stay aligned with project terms.
• Contracts: Store and view signed agreements securely.
• Terms & Conditions: Quickly review detailed project terms when needed.
3. Invoices
Manage finances effortlessly with a section dedicated to tracking and organizing invoices.
• Invoice List: View all project-related invoices in one place.
• Payment Status: Monitor the status of each invoice (paid, pending, or overdue).
4. Tutorials
Empower clients with resources to navigate the project and tools seamlessly.
• Video Tutorials: Access step-by-step video guides for quick learning.
• Documentation: Find detailed FAQs and written guides for additional clarity.
5. Updates
Keep clients informed with regular updates and announcements about project progress.
• Project Updates: Share the latest developments and milestones.
• News & Announcements: Communicate important changes or updates efficiently.
6. Feedback
Encourage collaboration by providing a space for clients to share their thoughts and suggestions.
• Feedback Forms: Submit ideas, concerns, or improvement suggestions.
• Response Tracking: Track the status of submitted feedback and responses.
7. Archive
Maintain a history of all completed tasks and projects for easy reference.
• Completed Tasks: Access a record of finished work and deliverables.
• Old Contracts & Invoices: Retrieve archived documents for future use.
The Client Portal template simplifies collaboration, enhances transparency, and ensures that all project details are easily accessible, making it the ultimate tool for managing client relationships and projects efficiently.
