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Client-facing portal blueprint. Keep the shared experience concise, reassuring, and easy to scan on a phone.

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Project status

Status: 🟢 On track / 🟡 Attention / 🔴 Blocked

Target: current target date or milestone

Current phase: one plain-language sentence

Add only a short status paragraph. The client should understand the project before the first screen is full.

Send something

Project reference: PRJ-# — replace this with the Project record's generated Project ID.

Add three direct client actions here:

• Submit a request → paste the public respondent URL for the Request form
• Submit feedback → paste the public respondent URL for the Feedback form
• Request a scope change → paste the public respondent URL for the Scope Change form

<aside> ↗️

Use the public respondent URLs directly. Do not route the client through a private Submission Center or Form Builder/database page. The Submission Center below is an optional internal setup/reference page only.

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<aside> ℹ️

The New controls on linked database lists are freelancer/editor controls. They are not the client submission path.

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Needs your attention

Only client-visible records that currently require client input or approval.

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Your requests

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Feedback & fixes