Share a project and adding clients

Share a project with a client

When to use: You're ready to bring a client into a project for the first time to collaborate or provide visibility.

1. Open your project in a shared workspace.

2. Click Share with clients at the top-right corner.

3. Enter your client's email address in the Enter client email field.

4. Click Add, then click Continue.

5. Select either All tasks, documents, and attachments in the project or Choose what to share.

6. If you select Choose what to share, select the milestones and tasks you want the client to see.

7. Click Send invites.

Expected outcome: Your client will receive an email invitation to join the project through the Client Portal.

Field reference

• All tasks, documents and attachments in the project — Shares everything in the project immediately, and automatically includes by default any new tasks, milestones, documents, and attachments created after the invitation is sent.

• Choose what to share — Lets you select specific milestones and their associated tasks. Newly created content is not shared automatically by default.

When you select All tasks, documents and attachments in the project, the Automatically share all newly created tasks, milestones, documents, and attachments with the clients toggle is on by default. If you want to stay in control of what gets shared as the project grows, turn this off before sending the invite.

FAQ:

Can my client edit or delete tasks? Yes, but only tasks assigned to them — so your overall project structure stays intact.

What does my client actually see when they log in? See Client-facing side for a full walkthrough of the Client Portal experience.

Can I share a project with more than one client? Yes. You can add multiple email addresses in the Enter client email field to invite several clients to the same project.

What if my client uses a different email than the one I invited? Clients must log in with the exact email address you used to send the invite. Before sending, confirm with your client which email address they want to use.

What if my client doesn't receive the invitation email? Ask them to check their spam folder. They need to click the link in the invitation email to access the Client Portal for the first time.

Can I remove a client's access mid-project? Yes, you can update or remove client access at any time. See Manage your client's tasks & access below for steps.

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Add more clients to an existing project

When to use: A project is already shared with one client, and you need to bring in additional collaborators under the same sharing settings.

1. Open your shared project.

2. Click Shared with clients.

3. Enter the new client's email address in the Enter client email field.

4. Click Add, then click Continue.

5. Click Send invites.

Expected outcome: The new client receives an invitation and gets access to the project under the current sharing settings.