Every client signs in and sees their own calendar: the next call, the milestone dates, what is due from them, and when the agreement renews. One shared view of the schedule replaces the thread where three people argue about which Tuesday was agreed.
The Client Connect Dashboard is a live Taskade Genesis app on this page and the best available starting point. See how a client-facing account view is laid out, then choose "Use this app" to clone it into your workspace in about ten seconds and build the milestone calendar on top of it.
The build gives you a dated layer over your client records. Each entry carries a title, a type such as call, milestone, deliverable, or renewal, a date, an owner, and the account it belongs to. The client sees only their own entries. Your team sees the whole book, which makes capacity obvious: three go-lives in the same week is a conversation you want to have in advance, not on the morning of.
Dates slip, and how the portal handles that is the real test. When a milestone moves, you change it once on the record. The client's calendar updates, the automation sends the reschedule note with the new date, and the previous date stays in the history so the change is visible rather than quietly rewritten. That is a far better experience than an email chain where three people hold three different versions of the schedule. It also gives your team the internal view they need: every commitment across every account on one calendar, which is where you notice that four go-lives landed in the same week.
Workspace DNA keeps the schedule truthful. Memory holds the dates and the history of what moved and why. Intelligence, powered by 15+ frontier models from OpenAI, Anthropic, Google, and open-weight providers, proposes a realistic milestone plan from your scope and flags a date that collides with something already committed. Execution sends the invite, the reminder, and the reschedule note.
The schedule renders in every layout you need:
- Calendar view for the client-facing month or week of their own dates
- Gantt view for milestone sequences and what depends on what
- Table view for your internal date register across every account
- Board view for grouping upcoming dates by client or by type
- Plus List, Mind Map, and Org Chart across the 7 project views
Automations run the reminders. Connect Taskade automations so a scheduled call sends the invite and the agenda, a milestone approaching sends a heads-up to both sides, and a renewal date ninety days out creates the internal task to start the conversation. With 100+ bidirectional integrations, Google Calendar and your booking tool pull events in, while email and Slack push confirmations and reminders out. See Schedule.
Mark each entry as client-visible or internal at the moment you create it. Internal targets you set to give yourself buffer are useful, and publishing them as commitments is how a comfortable schedule turns into a difficult conversation. The flag costs a second and saves that conversation entirely.
The AI agents in the app carry 34 built-in tools including persistent memory and multi-agent collaboration. An agent drafts the agenda from what changed since the last meeting, then writes the recap afterwards and files it against the account.
One habit makes the calendar trustworthy: put every commitment on it the moment it is made, including the ones agreed verbally on a call. A schedule that holds nine of the ten dates a client is expecting is worse than no schedule, because the missing one is the one they will plan around badly. Ending each call by adding the dates that were agreed takes thirty seconds and is what turns the portal calendar into the version everyone works from.
Clone the app, invite the delivery team, and the schedule is yours. Client sign-in is available on Business plans and up, $25/mo billed annually, and App Users is in beta.
Read Calendar view for the layout, Booking system for self-service scheduling, or browse scheduling builds in the Community Gallery. Start at Taskade Genesis. Pair this with Give Clients a Booking and Scheduling Page Behind Login and Give Clients a Live Project Status Page.
Frequently Asked Questions
Does this replace my calendar app?
No, it sits alongside it. Connect Google Calendar so events flow both ways, and use the portal calendar as the client-facing view of the dates that matter to them.
Can a client see only their own dates?
Yes. Entries are scoped to the signed-in account, so each client sees their own schedule at the same web address.
What happens when a date moves?
Change it once and everyone sees the new date. An automation can send the reschedule note so nobody is preparing for a meeting that moved last week.
Can I show milestones without showing internal deadlines?
Yes. Mark entries as client-visible or internal, and the client view renders only the visible ones while your team sees both.
Does it handle recurring check-ins?
Yes. Set a recurring cadence such as a fortnightly review and the entries generate automatically, each carrying its own agenda and recap.
Can it warn me about renewals?
Yes. Put the renewal on a date field and let an automation create the internal task at whatever lead time you choose, so the conversation starts early rather than in the last week.
Can the agent write the agenda?
Yes. It reads what has changed on the account since the previous meeting and drafts an agenda from that, which you edit before it goes out.
Should I show dates that are not yet confirmed?
Show them as proposed rather than hiding them. Clients plan around your schedule, and a clearly labelled provisional date is more useful to them than a blank calendar plus an email asking when things will happen.
