One board showing every deliverable you owe every client, with an owner, a due date, and a status you did not have to chase anyone for. Describe your live engagements and a Taskade Genesis app builds the tracker: client, engagement, deliverable, phase, owner, due date, review state, and the blocker if there is one.
The Project Portal is a live Taskade Genesis app embedded on this page, built as a working delivery space with owners and states for one project. Try it here, then click "Use this app" to clone it in about ten seconds and describe your own client roster so a single-project portal becomes a tracker that spans every engagement you have open.
Independent consultants rarely lose work because they cannot do it. They lose it because three clients each think they are the priority and nobody has a single picture of what is actually due this week. The tracker is that picture. Filter by client for a status call, by week for your own planning, by owner when you have associates, and by blocked when you need to escalate. Workspace DNA keeps it current. Memory holds the scope each deliverable came from. Intelligence, backed by 15+ frontier models from OpenAI, Anthropic, Google, and open-weight providers, spots the deliverable that has not moved in nine days and drafts the message that unsticks it. Execution reassigns, reschedules, and notifies without you opening five tabs.
The same delivery data renders in every layout:
- Board view for dragging deliverables through not started, in progress, in review, and accepted
- Table view for the master grid across all clients with dates and owners
- Calendar view for what is due this week, and what is due the week you are on holiday
- Gantt view for sequencing a single engagement without losing sight of the others
- Plus the rest of the 7 project views
Automations do the chasing. Connect Taskade automations and a deliverable entering review notifies the reviewer, a deliverable accepted triggers the invoice milestone, and anything past due posts a daily digest to your channel. With 100+ bidirectional integrations, Google Drive and Gmail pull files and approvals in while Slack and Google Calendar push reminders and review slots out.
The AI agents inside the app carry 34 built-in tools including persistent memory, file analysis, web search, custom slash commands, and multi-agent collaboration. A delivery agent can read the week's state and write your Monday plan in priority order, including the two things you should tell a client are slipping before they notice.
Clone it, invite associates and clients at whatever permission you choose, and the delivery record is yours. Nothing about your engagement history sits in a tool you cannot export.
Spin up your own tracker in Taskade Genesis, see live delivery boards in the Community Gallery, or learn board mechanics in Learn. Feed it from your signed scope with Build a Statement of Work With Acceptance Criteria, and report on it automatically using Send a Weekly Client Status Update.
Frequently Asked Questions
Can one board really hold several clients without becoming noise?
Yes, because filtering is the default way you use it. The underlying records carry a client field, so a saved filter gives you a client-specific board for a status call and the unfiltered board for your own planning. You get portfolio visibility without maintaining separate trackers.
How do clients see progress without seeing my other clients?
Publish a filtered, client-facing view. On Business plans and above you can put it behind app sign-in on your own domain so each client sees only their engagement. The full setup is covered in Build a Client Portal Your Clients Log Into.
Does the tracker know when something is at risk?
It can. Set the rule you care about, whether that is no movement in a week, a due date inside three days with status still not started, or a blocked flag older than forty-eight hours. The agent surfaces those first and drafts the message that resolves them.
What about deliverables that depend on the client sending something?
Give client dependencies their own records with their own owners and dates. Once a client obligation is visible on the same board as your work, a delay stops being an invisible excuse and becomes a tracked item with a polite automatic reminder attached.
Can I see capacity across all engagements?
Yes, and that is usually the second thing people build. Roll deliverables up by week and by owner and the overload is obvious before you accept the next project. Plan Consultant Capacity Week by Week goes deeper on that view.
How do I get an existing spreadsheet of deliverables in?
Paste it. The agent maps your columns into records and asks about anything ambiguous rather than guessing. Most consultants move a live spreadsheet in within a few minutes and never open the spreadsheet again.
Does accepting a deliverable trigger the invoice?
It can. Wire the automation so accepted status posts the milestone to your finance workflow and notifies you to raise the invoice, which is one of the simplest cash-flow improvements a small firm can make. Chase Overdue Invoices on a Schedule handles what comes after that.
Can I run this alongside a client's own project tool?
Yes, and most consultants have to. Keep your tracker as the source of truth for what you owe, and push status into the client's tool through an integration or a shared client-facing view rather than maintaining two lists by hand. Duplicated tracking is where accuracy goes to die, because one copy always drifts and nobody agrees which one is current. If the client insists on their tool for their own tasks, track their dependencies in yours as well so you still see the whole critical path in one place.
