Projects & tasks
Plan delivery around the client, with tasks, time and supporting files close to the project.
Plan the next steps
Create a project linked to the client. Break the deliverables into tasks and keep their status and ownership up to date.
Follow delivery
Use the project and task views to track progress. Time entries and expenses add the operational context you need when reviewing the work.
Share progress with the client
Use the client portal for the project information you choose to share. Internal team work and client visibility should be reviewed separately.