Streamline your website redesign workflow with our comprehensive client portal template for tracking tasks, team members, and project milestones.
Streamline client project management with this comprehensive Client Portal template. This centralized workspace tracks project milestones, team responsibilities, and client interactions in one organized view—perfect for agencies, consultants, and client-facing teams.
• Milestone tracking with project associations and responsible team members
• Team roster with contact details, roles, and task assignments
• Task management system with priorities, due dates, and status indicators
• Client interaction log to document all communications and feedback
• Customizable checklists aligned with project stages
• Improve accountability with clear task ownership
• Enhance client communication with documented feedback and action items
• Keep projects on schedule with visual status indicators
• Maintain a single source of truth for all project stakeholders
Customize tables by replacing placeholder text with your actual project data. Update status indicators (🔄, ⏳, ✅) as work progresses. Share this portal with your team and clients to ensure everyone stays aligned throughout the project lifecycle.