Projects are only shown if a project is linked to the workspace. You can link multiple projects to one workspace. Here's how to link projects to a workspace:
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.
By default, projects are not displayed on the portal home page. Here's how to set up 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.
The status tracker lets clients see exactly where their project stands. Depending on how many projects are linked, they can see progress directly on their workspace home and in their project task list.
Stage badges will also become visible throughout the workspace.
When more than one project is linked to the workspace, all projects are listed under the Tasks section. In this section, clients can view project stage badges, tasks and progress.
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.
