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Feel free to customize and adjust it based on your own workflow or preferences. Every project is unique, and this portal is flexible enough to fit yours.

Here’s a quick guide to help you make the most of it 👇

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1️⃣ Explore the Main Dashboard

The dashboard gives you a quick overview of everything:

• → See the current status, milestones, and goals
• → Access shared files and deliverables
• → Review notes and recordings from past meetings
• → Track invoices and payment history
• Frequently Asked Questions → Find quick answers about project flow and collaboration
• Tutorials / How-to → Learn how to use your portal and related tools
• → You can make this To-Do database private to your internal team only, so clients don’t see individual tasks. Clients will still be able to view the overall progress — which is automatically reflected in the Project Timeline database through linked relations.

2️⃣ Use Page Templates When Adding Entries

Some pages use databases — for example:

• Project Timeline → Add a new task or phase using the built-in “New Phase” template
• Payments → Add new invoice entries using the “Invoice Template”
• Documents & Assets → Upload files using “New Asset” template

These templates automatically include all required fields, so you don’t have to format anything manually.

3️⃣ Keep Content Organized

• Always name files clearly (e.g., Homepage Mockup v2 instead of final_final_latest.png)