Creating Projects & Tracking Progress

Create projects under a client, set due dates, track status, and attach deliverables.

ProjectsVideo guide

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Break projects into milestones, mark them complete, and give clients visibility into progress.

Set up your first portal in minutes. No code, no complexity.

Getting Started

A complete overview of the PortalKit dashboard, your workspace, and the client portal experience from both sides.

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Create invoices from accepted quotations or from scratch, add payment links, and track paid/overdue status.