Sharing Projects With Customers

Giving Customers Visibility

Set a project's Privacy to Portal and link a Customer on individual tasks to let that contact log into the portal and see:

• Task status and stage (read-only, or commentable if you allow it).
• Attached files and the task description.
• Milestone progress on the overall project.

Internal notes and internal-only discussion messages stay hidden from portal users — only messages explicitly sent "to customer" (or logged as a note vs a message, depending on configuration) become visible, so internal team debate about a task never leaks to the client by accident.

This is commonly combined with Milestones billing so the customer's portal view doubles as a plain-language project status page they can check anytime instead of emailing "any updates?".