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Template. You can change anything about this app by describing it in its build chat. See App templates.
Give every client a live view of where their projects stand. You plan each project as a list of milestones with target dates, choose which milestones the client sees, and the client is notified whenever one of those milestones changes. Category: Trackers · Used by: your team and your clients · Works with: CRM

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Features

  • Projects assigned to a client or a whole company, each with its own list of milestones
  • Three project statuses: Active, Completed, and Archived
  • Milestones with a Title, Target date, Status (To do, In progress, or Done), Priority (Low, Medium, or High), and internal Progress notes
  • A Visible to client switch on every milestone, so internal work stays with your team
  • Four layouts for the project list: List, Dashboard, Timeline, and Calendar, with search, filters, and sorting
  • A progress bar on every project showing how many milestones are done
  • Comments with replies and emoji reactions, shared between your team and the client
  • Projects complete themselves when every milestone is done, and reopen if new work is added
  • Notifications to clients when a milestone they can see is added or changes

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How to use it

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For your team

  1. Open the app and click Create project.
  2. Under Client or company, choose who the project is for. Choosing a company shares the project with every client in it.
  3. Enter a Project name.
  4. Click Add milestone for each step of the work. Give it a Title, and optionally a Target date, Status, Priority, and Progress notes.
  5. Turn off Visible to client on any milestone that should stay internal. Milestones are visible by default.
  6. Click Create project. The client is notified about the new project and the milestones they can see.
Open a project and change a milestone’s status, priority, or due date right in its row. To change anything else, open the milestone’s actions and click Edit. From the same menu you can Hide from client or Show to client, Move up or Move down, or Delete the milestone. Click Add milestone at the top to add another one.Progress notes are for your team. Clients never see them.
Use the layout button to switch between List, Dashboard (a column per status), Timeline, and Calendar. Search and use Filters to narrow by status, scope, due date, or next task, or show only overdue projects. In Dashboard, drag a project to another column to change its status. Click any project for a quick preview, or open it to see everything.
From a project’s actions menu:
  • Mark completed marks every remaining milestone done and notifies the client. A project also completes itself when its last milestone is marked done.
  • Archive project hides the project and its milestones from clients. Your team still has them.
  • Reactivate moves a completed or archived project back to Active.
Click Edit project to rename it.
Open a project and write in Comments. You can reply to a comment or react with an emoji. Comments are seen by the client, and your team’s comments are marked Team. Comments are limited to 4,000 characters and can’t be edited or deleted.

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For your clients

Clients see their active and completed projects, each with a progress bar and its milestones grouped into In progress, To do, and Done, with priority and due date. They can switch between List, Dashboard, Timeline, and Calendar, and search by project name or next milestone. Projects with changes they haven’t seen are marked New update.
Clients open a project and write in Comments, reply to comments, and react with an emoji. Your team is notified.
Clients only see projects assigned to them or to their company, and only the milestones marked visible to them. They never see archived projects or progress notes.

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Notifications

  • When you create a project, the assigned client, or every client in the assigned company, gets an email and an in-product notification listing the milestones they can see.
  • When a visible milestone is added or changes on an active project, such as its status, title, due date, or priority, the client is notified with what changed. Showing a hidden milestone counts as a new one.
  • When a project is completed, the client is notified. If someone other than the project’s creator completed it, the creator is notified too.
  • When your team comments, the client is notified.
  • When a client comments or reacts, everyone on your team with access to that client is notified. Reactions are in-product only.
To change who’s notified or what the messages say, see Configuring notifications.

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Set it up

1

Add the template

Click Add App in the Dashboard sidebar. Find Client project tracker under Start from a template, or scroll down to Browse all apps and pick the Trackers filter.
2

Try it as your team

The app lands in your sidebar as a draft. Create a test project for your test client, with one visible and one hidden milestone.
3

Check the client side

In the builder’s Client view, pick your test client, check that only the visible milestone shows, and leave a comment.
4

Publish it

Publish the app with visibility set to Hidden from all people, or on plans with custom visibility, limited to your test client. Sign in as your test client to try it in the real client experience, then make it visible to the clients who should use it. See Launching apps.

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Change it with the app builder

This app is a template, so you can change anything about it by describing what you want.
1

Open the build chat

Open Client project tracker from your Dashboard sidebar, click its name at the top, then click Switch to builder.
2

Describe the change

Write what you want the way you’d ask a teammate. Say who it’s for and where it shows up, such as your team’s project list or the client’s project page.
3

Check the preview

The app builder makes the change and updates the preview. Switch between Team view and Client view to check both sides, and pick a client to see it as them.
4

Publish

Click Publish when you’re happy. Until you do, your clients keep seeing the last published version.
Changes people often make to this template:
  • “Add an Owner field to each milestone and show it to the client”
  • “Send the client a reminder three days before a visible milestone is due”
  • “Let clients attach a file when they comment”
  • “Add a Blocked status for milestones”
  • “Add project templates so new projects start with our standard milestones”
  • “Only email clients when a milestone is marked Done, not for every change”
See Iterating on apps for how to describe changes well and how to go back to an earlier version. To rename the app, or change who can see it and how it notifies people, click its name at the top and choose Rename app or Manage app.

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View this template on assembly.com