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Managing Clients on a Project

Manage client access and collaboration on projects in Productive, from task interaction to budget and timesheet visibility.

Updated over 3 months ago

Once you have invited your clients to Productive, you can easily add them to collaborate on your projects.

This ensures effective communication and allows clients to stay updated on project progress without accessing sensitive financial information.

In the Standard pricing plan, clients can view projects and tasks, but they cannot see time-related data or budgets.

In the Professional and Ultimate pricing plans, Client Managers can be granted access to budgets, view time entries on budgets and time estimates on tasks.

Adding Clients to a Project

1) Find the Client’s Profile

  • Navigate to CRM > Contacts.

  • Open the client's personal profile.

2) Add to Projects

  • Open the Projects tab within the client's profile.

  • Add or remove the client from any projects as needed.

At this stage, clients can collaborate on the project by seeing tasks, creating and closing tasks, commenting on tasks, and filtering tasks. However, they do not have access to any financial information about the project.

Client Permissions on a Project

Regardless of their permissions or your license plan, every client can:

  • Open and close tasks

  • Add comments

  • See and edit project notes

  • See project members

  • Subscribe to project notifications

  • Customize their fields

  • Export tasks

  • View and collaborate on Docs

  • View the project feed

  • Leave the project

Note: Clients cannot remove project members or create new task lists or folders. They also cannot see your Worked time on tasks.

Clients with Access to Budgets and Timesheets

Client Managers or clients with access to budgets and timesheets (available in Premium or Ultimate Productive subscription plans), will have additional options.

  1. Budgets

    • Clients can see all open budgets tied to their company with the total price and time worked on that budget.

    • They will see services, their quantity, price, and time worked. Revenue, cost, estimates, and other profitability metrics are not visible to them.

  2. Time

    • Clients can view all time entries logged for the budget.

    • They can edit the information by grouping data, selecting the time interval, choosing which budget is shown, and filtering by person and pricing type.

    • Clients can also export the timesheet.

Note: Client Managers with budget access will not see your Worked Time on tasks, but they will see the Initial Estimate and Time to Complete information.

What you see:


What the client sees:

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