pearsonclanpearsonclan
pearsonclanPLUS
Oct 30, 2025

Q: Can we add or track tasks in the client portal?

Use case: I'm wondering if I could use the "Client Portal" to manage post close tasks related to customer onboarding?

For example, a small task or project list with tickets or tasks for customer deliverables like... We need your brand profile, image stock, profile information, key contacts, etc...

Founder Team
Nasim_Heffl

Nasim_Heffl

Oct 31, 2025

A: currently not available, option for clients to upload files coming soon.

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