13.4. Configuring Project Visibility

Control what project information clients can see in the Client Portal by configuring visibility settings on each project.

Accessing Project Visibility Settings

When a project is visible to clients, they will always see:

Setting	Description
Show Phases	Clients will see phase cards with names, descriptions, and date ranges. They can select phases to view associated tasks.
Show Completion %	Display a progress bar and percentage showing how many tasks are completed in each phase.
Show Tasks	Clients can view individual tasks within each phase. Tasks are displayed in a Kanban board or list view grouped by status.

When Show Tasks is enabled, you can select which task details are visible to clients. Unchecked fields will be hidden from task cards.

Field	Description
Task Name	The task title (required, always visible)
Description	Task description and details
Due Date	When the task is due
Status	Current task state
Assigned To	Team member assigned to the task
Estimated Hours	Planned time for the task
Actual Hours	Time spent on the task
Priority	Task priority level
Checklist	Task checklist items and progress
Services	Associated services
Dependencies	Related task dependencies
Document Uploads	Allow clients to see and upload documents to tasks

Configure default visibility settings in project templates:

New projects created from the template will inherit these visibility settings.