Client Boards That Need No Login

You spend time chasing clients for approvals. Emails get lost, files are hard to find, and clients must create yet another password. The extra steps slow down projects and look unprofessional.

Imagine a simpler way where your client can open a single link, see the project board, add comments, upload a PDF, and sign off — all without signing up for anything.

The system sends a secure, one‑time link to your client. The link opens a clean board that shows the latest project card. From there they can read updates, type comments, attach files, and click an e‑signature button. No login, no password, no extra software.

Behind the scenes the platform creates a token that expires after the job is done, keeping everything safe while you keep full control.

You get faster approvals because clients can respond in minutes instead of days. Every comment, file and signature is logged automatically, so you never lose track of who approved what. It also looks polished — clients see a modern board that matches your brand.

Because the process is fully automated, you spend less time on admin and more time delivering work that gets paid.

First, turn on the client‑portal feature in your automation settings. Then create a simple workflow that triggers when a project moves to “Ready for Approval”. The platform will generate a link and email it to the client automatically. You can also copy the link to send manually.

When the client clicks, they land on the board, add any needed input, and hit “Approve”. The system records the action and moves the project forward — no extra steps for you.