Agency Client Portal
PIN-protected views on a Kanban board
Key highlights
Secure client access
Restrict client views using PIN protection to ensure data privacy without managing individual user accounts.
Integrated approval workflows
Move tasks through custom stages to collect client feedback and formal sign-offs directly on the board.
Internal task separation
Filter sensitive internal data from client-facing interfaces to maintain operational privacy.
About this template
This template provides a secure environment for agencies to share project progress using Kanban boards and approval workflows. You can manage internal operations while giving clients restricted access to specific tasks through PIN-protected views.