PULSE Academy / Project Management

Working with clients

Share exactly what clients should see.

Intermediate · 5 minutes · Article

You'll learn to

• Invite client contacts
• Mark work client-visible
• Send client updates

Invite client contacts to their projects. They see only what you mark client-visible: chosen tasks, milestones, docs and updates. Use client updates to send a weekly summary they can read in PULSE.

Try it: mark a milestone client-visible and preview what the client sees.

Related

• Projects, tasks and views
• Start from a template
• Dependencies, Gantt and the critical path
• Baselines and delivery records