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.
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 …
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 …
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 …
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 …
What is the best portal within project management software?
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.
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