Portal Pages

Write pages for a project's client portal with text, videos, booking calendars, forms and the client's own details.

Pages put project information in front of your client: a welcome note, answers to common questions, links to shared folders, a booking calendar, or questions for them to answer. Each page appears in the client portal under the project, next to their tasks, messages and files.

How pages work

• A page is one document. Text, videos, calendars and forms sit in it in the order you place them, and your client reads it top to bottom.
• Blocks are the parts that are more than text:
  • Form: a form from your Forms. Your client fills it in on the page, and the answers show in the form’s responses. A page can hold several forms.
  • Embed: a link such as a YouTube or Loom video, a Calendly or Cal.com booking page or a Google Doc, or embed code you paste from another service. See Embedded content for the services that are recognised. Embed code runs inside an isolated frame, so it can’t affect the rest of the portal.
  • Image: a picture up to 2 MB.
• Fields fill in details for each client when they open the page: Client first name, Client full name, Client company, Project name, Project lead and Workspace name. In the editor a field shows as a blue chip. If a value is missing, for example a client with no company, the field shows nothing.
• New pages are hidden. Your client only sees a page after you turn on Visible to client, so a half-written page never reaches them. Hidden pages stay available to your team.
• Each page has an address in the portal (/pages/welcome), made from its name. You can change it from the ⋯ menu in the editor.

How to create a page

1. Open the project and select the Pages tab.
2. Click New page.
3. Choose a starter: Blank, Welcome, FAQ, Resources and links, Book a call or Meet the team. Each starter is written for agencies and already uses fields where they help.
4. Change the Page name if you like, then click Create page. The editor opens.

How to write a page

1. Type in the page. Use the toolbar for headings, bold, lists, quotes, dividers and links.
2. To add a form, a video or calendar, or an image, click Insert block, or type / at the start of an empty line and pick from the list.
   • For a form, choose it in Choose a form. Use Change form later to swap it.
   • For an embed, paste the link or code into the block. The preview appears as you type.
3. To add a field, click Insert field and choose it.
4. Drag a block by its handle to move it, or click Remove to take it out.
5. Click Save or press Cmd+S (Ctrl+S on Windows). The editor shows Unsaved changes until you save and warns you if you try to leave first.
6. When the page is ready, turn on Visible to client.

Click Preview in portal to open the saved page as your client sees it, with the fields filled in for the client you preview as.

How to manage pages

From the Pages tab:

• Drag pages to change their order in the portal.
• Click Visible or Hidden on a row to show or hide a page straight away.
• Use the ⋯ menu on a row to Open, Duplicate, show or hide, or Delete a page. A duplicate is placed after the original, named “… copy”, and starts hidden.

Deleting a page removes it from the project and the client portal. This can’t be undone.

Pages in templates

Pages you add to a project template are edited the same way and copied into every project created from it, with their visibility. Fields stay as chips in the template and are filled in for each client once the page is in a project.