What the client sees
Task visibility, approvals, comments, files.
Client projects have a client-facing view in the portal. What the client can see is controlled at three levels: the project, the task, and the comment.
Project-level visibility
Every project has a Client-visible toggle in the project settings. Off means the project does not appear in the portal at all - useful for internal-only projects like a warehouse move. On means the client sees the project on their portal dashboard.
Task-level visibility
Within a client-visible project, each task has its own visibility switch. By default, tasks are visible to the client. Flip the switch to hide internal-only tasks - "QA the deliverable" or "Check with Sam before sending" - that the client does not need to see.
Comment-level visibility
Comments on a task can be internal-only. This is the default when reps comment. Ticking "Share with client" makes the comment visible on the portal timeline. Files attached to internal-only comments stay internal.
Approvals
Some tasks have an Awaiting approval flag. When the client hits Approve in the portal, the task moves to Approved automatically and the rep gets a dashboard notification. Reps can also mark tasks as "needing approval" retroactively.