How to Add a Schedule, Files, and More to the Client Dashboard

The Client Dashboard makes it easy for you to keep your client up-to-date on their project. In just a few clicks, you can grant and remove access to items on the Client Dashboard, such as the schedule, files, daily logs, and more.

Watch this video tutorial to learn how to control access to items on the Client Dashboard:

00:09 - You must grant access to each item individually that you want shared on the Client Dashboard
00:22 - The blue icon means clients can have access to this item
00:34 - Granting access to the schedule (formerly called 'schedule')
00:58 - Adding tasks to the schedule in the Client Dashboard
01:21 - Revoking access to files
01:49 - Granting access to daily logs

To learn how to see what your client can view on the Client Dashboard, watch this additional video tutorial (or this for designers).