A branded portal your clients sign into, where each person sees only their own records, is running in minutes. You describe the portal in plain language and Taskade Genesis builds the public landing page, the secure sign-in screen, the private dashboard behind it, and the project that stores every client record.
The closest starting point in the gallery is Client Portal Nexus, a live Taskade Genesis app embedded on this page. Click into it, move through a real working portal with data already flowing, then choose "Use this app" to clone it into your own workspace in about ten seconds and rebrand it as your own front door. You try a finished product before you commit to anything, which a static screenshot or a blank template cannot offer.
What you actually get is a complete front door for your business. There is a marketing-facing landing page anyone can reach, a sign-in screen powered by Taskade Genesis Auth, and a private dashboard that only opens after someone signs in. Behind it sits a Clients project holding name, email, account, plan, status, and last active, so the portal reads from the same records your team edits every day. Add a documents tab, an activity feed, and a request form and you have replaced four separate tools with one app.
Picture the first two minutes for a client. They get an invite email, click through, enter their work email, and land on a page carrying your logo with their account name at the top. Their open items are listed, the last document you sent is one click away, and the request form is right there. Nothing asks them to remember a password they set in March, and nothing asks them to explain who they are. That first impression is most of the value: a client who signs in once and finds what they came for will come back, and every return visit is a question that never reaches your inbox.
This is Workspace DNA doing the work. Memory keeps every client record, note, and past interaction in the connected project. Intelligence, backed by 15+ frontier models from OpenAI, Anthropic, Google, and open-weight providers, writes the sign-in copy in your voice, drafts the dashboard labels, and answers client questions inside the portal. Execution sends the invite, logs the visit, and tells the account owner when a client takes an action.
The same records render in every layout you need, without rebuilding anything:
- List view for the clean client-facing feed of what is happening on their account
- Table view for your internal roster with plan, status, and last active side by side
- Board view for moving accounts through onboarding, active, and renewal
- Calendar view for the milestones and check-ins each client can see
- Plus Mind Map, Gantt, and Org Chart across the 7 project views
Automations make the portal run itself. Wire it to Taskade automations and a new client row sends the invite email, creates the onboarding checklist, and posts a Slack note to the account owner. With 100+ bidirectional integrations, Gmail and web forms pull new clients in, while Slack, email, and Google Calendar push confirmations and reminders back out. Nothing waits on someone remembering to do it.
Build it in the order that gets you live fastest. Ship the landing page, the sign-in, and one genuinely useful screen first, usually status or documents. Invite two friendly clients, watch what they open, then add the second screen based on what they actually asked for. Portals that launch with nine tabs tend to get used for one of them, and you will not know which one until real people sign in.
The AI agents inside the app carry 34 built-in tools including web search, file analysis, persistent memory, custom slash commands, and multi-agent collaboration. An agent sitting inside the portal answers the questions clients would otherwise email you: where their project stands, what you need from them next, and which document they signed in March.
Clone the app, invite your team, and the data stays yours. There is no per-seat tax on the clients who sign in, because App Users are counted separately from workspace members. App Users is in beta. Client sign-in and custom domains are available on Business plans and up, $25/mo billed annually.
Go deeper with the full walkthrough in Build a Customer Portal, see how publishing works in Publishing, or browse portals other operators shipped in the Community Gallery. Start a build from scratch at Taskade Genesis. Then pair this with Show Each Client Only Their Own Records for the access rules and Map Your Portal to a Custom Domain to put it on your brand.
Frequently Asked Questions
Do my clients need a Taskade account to sign in?
No. Taskade Genesis Auth gives your published app its own email sign-in. Clients sign up and sign in on your app's own web address with their work email, and they never see a Taskade login screen or a workspace invite.
How is a portal different from just sharing a project link?
A share link shows the same content to everyone who has it. A portal knows who is looking. Each signed-in client resolves to a person you can tag, scope, and revoke, so two clients open the identical web address and see completely different records.
What plan do I need for client sign-in?
Sign-in for app users and custom domains are available on Business plans and up, $25/mo billed annually. You can build, preview, and clone a portal on any plan, including Free, which includes 3 Taskade Genesis apps and up to 6,000 one-time AI credits. Sign-in and App Users are both in beta.
Can I brand the portal with my own logo and colors?
Yes. Ask Taskade EVE to apply your palette, logo, and typography, or adjust them in the visual editor. Point your own web address at the app on a Business plan and up, and the portal reads as part of your website rather than a shared document.
How long does the first version take to build?
Minutes, not weeks. The prompt returns a running app on the first pass, and you refine it in conversation from there. Cloning one of the live apps on this page is faster still: about ten seconds to have your own copy open in your workspace.
Can my team and my clients use the same data?
Yes, and that is the point. The portal reads from the same Taskade project your team works in, so there is one source of truth. Your team sees the full table. Each client sees the slice you scoped to them.
What happens when a client stops working with me?
Open the App Users tab and switch their seat off. Access ends on their next request and their history stays in the project, so your records and reporting are unaffected. See App Users for the full walkthrough.
Can I start with one client and expand later?
Yes, and it is the sensible way to do it. Invite one account, learn from how they use it, then roll out in waves. The structure does not change as you add clients, because scoping is per signed-in person rather than per app.
