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
Oct 31, 2025A: currently not available, option for clients to upload files coming soon.
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