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Getting Started
- How to install Client Portal
- Can I use it without WordPress?
- Setting up your first portal
- Using content pages
- Importing and Exporting Portals
- Icon Cheatsheet
- Using Templates
Customisation
- How to change the fonts in Client Portal?
- How to change the 'Client Portal Archive' text
- Customizing the Client Portal login page
- Change the error message for a failed login attempt
- Redirect to a different page after logging out
- How to change the slug/permalink
Troubleshooting
- I’m not getting Client Portal updates
- I'm getting a 404 error message
- I'm getting an Nginx error message
- Excluding Client Portal from your cache
- Forgot password isn't working
- I'm not receiving Email Notifications
Security
- Are my files safe in Client Portal?
- How do I hide Client Portal from search results?
- How do private file uploads work
Users & roles
- How do I add a new user to Client Portal?
- Using multiple or different roles
- How users can self-signup to a portal
Working with Client Portal
- Introducing Client Portal to your clients
- How clients can mark as complete
- Create a to-do list with Google Sheets
- Accepting file uploads in Client Portal
- Collate notifications into digests
- Add due dates and reminders
Integrations
Legacy Documentation
To-do list with Google Sheets
Google Sheets has a template called "To-do list" which is completely editable. You and your client can work on the same checklist, or you can use it to assign your client tasks which you can then view their progress. Your client can access it by simply clicking on the module.
Open Google Sheets and scroll through the template gallery to find the To-do list. Here's what it looks like:
When you share the link, make sure you set it so that anyone with the link can view, edit, or comment. If it doesn't work for your client, look at the share settings.
You can choose who can see it as well as what they can do; view, edit, or comment. Click the Share button to make changes to the settings and to get the link.
Adding the to-do list to your project
For module type, select URL. Paste the share link into the field and update the module. That's it!
Once you have the link in the project portal, you don't need to update the module again. All of your changes to the sheet will be seen when your client clicks on the module.