Clients who can see their project's progress worry less and trust more — Taskade Genesis builds a branded client portal with live project status, document sharing, and a support channel, all from one prompt and hosted on your own domain.
What Is a Client Portal Builder Prompt?
This prompt creates a client-facing workspace with a Board view of project milestones, a file library, a feedback form, and an AI assistant that answers common questions on behalf of your team — accessible via a custom domain link secured with client logins (Business+).
Why Use a Client Portal Builder Prompt?
Email threads are the #1 source of client confusion. A portal eliminates the noise.
- Custom domain + client logins: Clients log in to their own branded portal — no Taskade branding, no per-seat fees (Business+).
- Live project Board: Milestones, deadlines, and deliverables update in real time so clients never need to ask "where are we?".
- AI support agent: The embedded agent answers FAQs, retrieves documents, and handles routine requests without pulling in your team.
- Relationship field: Link each portal to the client's contract, invoices, and deal record in the back-end workspace your team sees.
- Automated status updates: Reliable automations send a weekly progress email to the client when milestone cards move.
Who Should Use a Client Portal Builder Prompt?
- Agencies who want to replace client email with a professional self-serve portal.
- Consultants delivering long-running engagements who need a structured progress view.
- Freelancers who want to look enterprise without the enterprise price tag.
- Service businesses managing multiple concurrent projects per client.
- Implementation teams who need a client-visible project tracker separate from their internal tools.
How To Use This Prompt
- Click Use Prompt to build the client portal in Taskade Genesis.
- Enter your client's name, project scope, and milestone timeline.
- The AI agent generates the portal structure — Board, file library, and FAQ agent.
- Set up a custom domain and enable client login via Taskade Genesis (Business+).
- Share the portal link with your client and activate the weekly status automation.
Learn how custom domains and client logins work in /learn/genesis/overview or browse client-facing app examples at /ai/apps.
