Generous Work
  • Home
  • Service Packages
  • Training
  • Testimonials
  • 1%
  • Blog
  • Contact
  • 0
best client portal software

What is the best portal within project management software?

By Rich Peterson on October 13, 2019

Question: Not sure if you will be able to help. We have just won a big project in the US and we need assistance in (1) deciding which would be the best Project Management Client facing Portal. (2) How to set-up said Portal correctly with all the project tasks and users we have identified so far. (3) Supporting (skills transfer) to our internal guy who needs to move into the position of Project Manager.


 

Answer: Thanks for reaching out. There are a handful of project management software systems with built-in client portals and we generally recommend software that is easy for your clients to login & use, has the right permission structure to avoid clients seeing information you don’t want them to see and suits your workflow. We’re working on a guide now so make sure you join our newsletter to get notified when you publish our comprehensive guide of setting up client portals for your clients.

client portalportalproject management
Posted in 🤔 Advice.
Share

Search Blog

PreviousShould I use Notion for task management?
NextAsana structure for my digital agency

Related Posts

  • architecture asian bird s eye view 186537
    November 5, 2019

    How do I plan out my weekly meetings to avoid traffic?

    With the rise of self-service booking platforms, like Acuity, people are able to automate their weekly sales meeting bookings but often not in the most efficient way. You might have a full calendar with appointments zig-zagging across town and no travel minimisation strategies in place. One strategy that we recommend to clients is to set …

  • notion for task management
    October 15, 2019

    Should I use Notion for task management?

    Question: I need help setting up my Notion and get me going on a functional task list and task management system within it. Found great videos but feels overwhelming to set up and get going. I have lots of different projects happening at the same time with my business and personal life and like most of …

  • podcasting project management for vas
    April 25, 2019

    We need a podcast project management system for our VA to use

    Further details of question: First, I’ll let you know a little more about our company. Have you ever wondered how online ads are targeted to your tastes and interests, or how much money companies spend on online campaigns? From the most important online placements in the market like Facebook, Google and YouTube, to premium websites …

  • email triage process system
    May 4, 2019

    Turn your inbox from a to-do list into a place to triage

    For many of us, you’ve got some control over your inbox for the majority of your workweek but you sometimes resort to leaving messages in your inbox as a defacto to-do list. Kind of like how you leave your voicemails with their red dots, your text messages unread and leave things on the kitchen bench …

  • 🏠 Home
  • 💁 Training
  • 📱Contact
  • © 2023 Website built with ♥ in 🇦🇺
  • Home
  • Service Packages
  • Training
  • Testimonials
  • 1%
  • Blog
  • Contact