Taskade Genesis lets you publish a branded, password-protected task portal for clients in minutes — they submit requests, track progress, and approve deliverables without ever needing a seat in your workspace.
What Is Client Task Portal Automation?
A client task portal automation combines a custom-domain Genesis app (Pro+) with client login (every plan) and built-in automations to create a self-serve interface where clients submit tasks, receive status updates, and sign off on completed work — all tracked in your internal workspace automatically.
Why Use Client Task Portal Automation?
Email threads and shared spreadsheets make client task management chaotic. Taskade Genesis replaces them:
- Custom domain + client logins: Let clients log in securely on every plan, and publish the portal at your own domain (Pro+ plan) — no Taskade branding, no per-seat fees for your clients.
- Automated intake flow: Every client submission triggers a task creation, classification, and routing automation without any manual triage.
- Real-time status sync: AI agents update the client-facing status field the moment your team moves a task forward — clients see progress without asking.
- Relationship field context: Each task is automatically linked to the client record, keeping account history clean and searchable.
- Approval triggers: When a task reaches the review stage, an automation notifies the client and waits for their approval before the workflow continues.
Who Should Use Client Task Portal Automation?
- Agencies replacing messy email threads with a professional, branded client experience
- Consultants who want clients to track deliverables without flooding Slack
- Service businesses managing ongoing retainer work with multiple active clients
- Legal and accounting firms routing client document requests through a structured approval flow
- Freelancers who want to look like a full agency without the overhead
How To Set Up Client Task Portal Automation?
- Clone the Client Task Portal app from /automate — the portal layout and automations are pre-built.
- Enable client logins in the app settings on any plan, and connect your custom domain (requires Pro+ plan).
- Configure the intake form fields to match the types of requests your clients submit.
- Map the Relationship field to your client records so every submission is filed correctly.
- Publish the portal and send your first client the login link — the whole setup takes under 30 minutes.
Learn about custom agent behavior at /learn/agents/custom-agents and explore the live community gallery at /apps.