The status tracker lets clients see exactly where their project stands, directly on their workspace home and in their project task list. This article walks you through how to set it up.
Link a project to the workspace
The status tracker only works if a project is linked to the workspace. Here's how to check and, if needed, add one.
Open the workspace and go to Tasks & Projects.
Check whether your project appears in the list.
If it's there, you're good, skip to the next section.
If it's not there, click Add a project, then select Manage projects and choose the project from the dropdown.
Enable the status tracker
Go to Settings > Appearance.
Toggle on Display project status (tracker and badges) across client portal home and workspaces.
That's it. Once this is on, clients will start seeing project progress based on how many projects are linked to the workspace:
Projects linked | Where the tracker appears |
One project | Workspace home + project task list |
Multiple projects | Inside each project's task list only (not on workspace home) |
Stage badges will also become visible throughout the workspace when this setting is enabled. If you turn it off, the tracker and all badges are hidden everywhere.
Controlling which stages clients can see
To hide a specific stage from clients:
Go to Settings > Projects.
Click to edit the stage you want to hide.
Set client visibility to Hidden from clients.
When a project is in a hidden stage, clients will see the most recent visible stage instead. Hidden stages never appear in the client portal, even when the display toggle is on.