Project tracker template that keeps clients in the loop
Share milestones and live progress with clients for every engagement. Your clients see where work stands and get notified when a milestone they can see changes, without another status email.
What is a project tracker template?
A client project tracker is a shared view of each project's milestones, dates, and progress that clients can open anytime. This template gives you one ready to use: clients see what's next, in progress, and done, and you choose which milestones they see.
Project progress clients can check without asking
- Every milestone at a glanceMilestones and target dates, grouped into Next, In progress, and Done.
- Internal work stays internalMark any milestone internal-only. Your team sees the full plan; clients see what you share.
- Updates without the status emailClients get a live progress view and are notified when a milestone they can see changes.
- Shaped around your businessChange fields, sections, reminders, and permissions per client or team, with your logo and colors throughout.
Add your template,
customize it, and publish
Step One:Add the template
It installs as a working app in your workspace that you can use as is.
Add a timeline view so clients can see each milestone by date.
Step Two:Describe your changes
Tell the app builder what to change and it adapts the template to your business.
Step Three:Publish to clients
It appears in your branded client experience, with sign-in and permissions already handled.
Pair it with the rest of your client experience
Every app connects to the same built-in CRM and appears in the same branded client experience.
Browse all 30+ templatesQuestions about this project tracker template
Yes. Install it on the free plan, which never expires and includes 3 apps. Paid plans include 5 apps.
A spreadsheet works for tracking projects yourself. This template is a working app: each client signs in and sees only their own projects, next to their files, messages, and invoices.
Only the ones you choose. Mark any milestone internal-only and your team still sees it, but your clients don't.
Yes. When a milestone clients can see changes, they're notified automatically, so they don't need to log in to check.
Yes. Describe what to change and the app builder adapts the layout, fields, and flow. You can keep changing it by chat before or after launch.
Yes. Your logo and colors appear on every plan. A custom domain and removing the Assembly badge are available on Professional and up.
Yes. Create a plan for each engagement. Each client sees only the projects you share with them.
Show clients where every project stands
Start from this template for free and make it yours in minutes. No credit card required.