Agency Client Portal

Agency Client Portal. Each client signs in to a portal in its own brand color and sees only its own work: what waits on them, requests, deliverables to approve or send back with a note, monthly reports and invoices. The team sees every client and a board of deliverables in review. Emails go to the team for changes asked and urgent requests.

Clone it to your Taskade workspace in one click, then customize projects, agents, and automations to match your workflow.

This app ships with 7 projects & knowledge bases, 2 AI agents, and 4 automations & workflows — ready to run or customize after you clone.

Team Taskade published this agency app in the Taskade Community Gallery.