Architecture projects stall when clients can't find the latest drawing set or don't know which revision awaits their sign-off. Taskade Genesis solves this with a single prompt: a live portal that ties every drawing revision to an approval stage, a project phase, and a deadline.
What Is an Architecture Client Portal?
An architecture client portal is a branded digital hub where clients view design iterations, approve submittals, track construction milestones, and access project documents — all linked by phase so nothing gets lost between revisions.
Why Use an Architecture Client Portal?
Architecture projects have layers. This portal keeps every layer visible.
- Calendar view milestones: See schematic design, design development, and construction docs on one timeline.
- Approval workflows: Linked Relationship fields connect each drawing to its reviewer and sign-off date.
- Document library: Store PDFs and renderings with version history inside the workspace.
- AI status summaries: An embedded agent answers client questions about project status without interrupting your team.
- Calendar sync: Pull meeting dates and deadlines from Google Calendar via two-way integrations.
Who Should Use an Architecture Client Portal?
- Boutique architecture studios managing 3-10 concurrent residential or commercial projects.
- Interior designers coordinating procurement, contractor, and client approvals.
- Urban planning consultants presenting phased development plans to city stakeholders.
- Construction managers bridging the gap between the design team and the client.
- Landscape architects tracking planting schedules and site-inspection sign-offs.
How To Build an Architecture Client Portal?
- Click Use Template and clone the portal into Taskade — it's live in about 10 seconds.
- Add project phases as parent records and link drawings to each phase using the Relationship field.
- Switch to Calendar view to map the full schedule from schematic design to certificate of occupancy.
- Activate the AI agent via /learn/agents/custom-agents to handle client queries around the clock.
- Set your custom domain (Business+) so clients access the portal under your studio's brand.
Browse live studio apps at /apps, automate approval reminders at /automate, or explore the template library at /templates.