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13.4. Control Which Project Phases, Tasks, and Fields Clients See in the Portal
Configure per-project visibility settings in Alga PSA to control which phases, tasks, and task fields (description, due date, hours, priority, checklist) clients can see in the portal.
13.4. Control Which Project Phases, Tasks, and Fields Clients See in the Portal
Configure per-project visibility settings in Alga PSA to control which phases, tasks, and task fields (description, due date, hours, priority, checklist) clients can see in the portal.
13. Client PortalUpdated: 4/21/2026
Control what project information clients can see in the Client Portal by configuring visibility settings on each project.
Accessing Project Visibility Settings
- Navigate to Projects from the sidebar.
- Open the project you want to configure.
- Click Edit in the top-right corner.
- Scroll to the Client Portal Visibility section and expand it.
What Clients Always See
When a project is visible to clients, they will always see:
- Project name, description, dates, and overall progress
- Phase names, descriptions, and date ranges
Visibility Toggles
| 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. |
Visible Task Fields
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 |
Default Settings via Project Templates
Configure default visibility settings in project templates:
- Navigate to Settings > Projects > Templates.
- Edit a template.
- Configure the Client Portal Visibility section.
- Save the template.
New projects created from the template will inherit these visibility settings.