Build a Customer Portal with Taskade Genesis

Overview

Taskade Genesis builds a complete customer portal from a single prompt. A Project holds your customer records and is the database. Taskade EVE drafts the sign-in copy, role labels, and dashboard layout in your voice. Automations email invites, log activity, and notify your team when a customer takes action. The App UI is a branded portal your customers visit, sign in, and use every day.

TL;DR: Turn a prompt into a working customer portal in Taskade Genesis. Add Taskade Genesis Auth for sign-in, invite App Users, gate views with the 7-tier role system, and connect a Project as the live database. Replaces $50 to $300 per month portal SaaS. Free to start. Production from $6/mo. Build the portal.

What You Will Build

1. A Customers Project in Table view holding accounts, contacts, and status.
2. A Branded portal with a public landing page and a private members area.
3. A Sign-in flow powered by Taskade Genesis Auth.
4. Role-gated views so each customer sees only their data.
5. An Activity feed that updates the moment a teammate or customer changes anything.

Step 1. Generate the Portal

Open Taskade Genesis and paste this prompt.

Build a branded customer portal.
Customer fields: name, email, account, plan, status, last_active.
Include a public landing page, a sign-in screen, a private dashboard,
a documents tab, a support ticket form, and an activity feed.
Use role-gated views: Editors see all customers, Viewers see only their own row.
Connect the customers Project as the live database.

Taskade Genesis ships a Projects workspace, a published portal, three automations, and Taskade EVE ready to answer customer questions inside the portal.

Step 2. Add Sign-In With Taskade Genesis Auth

Open Settings in your new app. Pick Sign-in.

1. Toggle on Taskade Genesis Auth. This adds a real sign-in screen to the portal.
2. Pick the sign-in methods you want: email link, Google, or both.
3. Set the after-sign-in route. Most teams send users straight to the dashboard.

Save. The portal now asks every visitor to sign in before showing customer data. See Taskade Genesis Auth for the full sign-in setup.

Step 3. Invite Your First App Users

Open the App Users tab. This is the list of people allowed to sign in to the portal.

1. Click Invite.
2. Paste customer emails, one per line.
3. Pick a role for each: Editor for team members, Viewer for customers.

Taskade sends a branded invite email. The customer clicks the link, picks a password, and lands in their portal. See App Users and Sign-In for bulk invites and password resets.

Step 4. Gate Views by Role

Open the dashboard tab. Click any block you want to gate.

1. Click Visibility.
2. Pick the roles allowed to see the block.
3. Save.

Taskade Genesis uses the 7-tier role system: Owner, Maintainer, Editor, Commenter, Collaborator, Participant, Viewer. Most portals use three: Owner (you), Editor (team), Viewer (customer). A Viewer signed in as [email protected] only sees the Acme row in the customers Project.

Step 5. Connect a Project as the Database

Open the Data tab on the dashboard.

1. Pick Use a Project as the database.
2. Pick your customers Project.
3. Map portal blocks to Project columns (status, plan, notes).

Every edit a customer makes in the portal writes back to the Project. Every edit your team makes in the Project shows up in the portal. One source of truth, no sync jobs.

Common Portal Patterns

Use case: SaaS customer success portal for a 50-customer B2B

A small SaaS team wires their portal in an afternoon. Each row in a customers Project is one account. The portal page shows the customer their plan, their onboarding checklist, and their last support thread. Viewers see only their own row, gated by Taskade Genesis Auth.

• Day 1: One Taskade Genesis prompt, the portal renders. Two team members fill in five rows by hand.
• Day 2: Customers receive their sign-in links. The first three log in within the hour and tick off onboarding items themselves.
• Day 7: A weekly automation pulls each customer's status from the Project and posts a digest to a Slack channel. The account manager touches each customer once a week instead of chasing email.

This is the smallest version of a portal that earns its keep. Scale up from here.

Publish on a Custom Domain

When the portal feels right, click Publish.

1. Pick a custom domain like portal.yourbrand.com.
2. Add your logo and brand colors. Taskade EVE rewrites the theme on confirm.
3. Drop the link in your welcome emails or signature.

Every sign-in feeds the workspace. Customer activity, support tickets, and account history all live in one place. The portal gets smarter the more customers use it.

Related guides

• Create Your First App
• Taskade Genesis Auth
• App Users and Sign-In
• Custom Domains
• Taskade as a CRM
• App Analytics