Use case
Give clients a link that answers “where are we?”
Most update problems are distribution problems: the work is tracked somewhere internal, but clients only see forwarded PDFs and long threads. ClientBoards is a client-facing board with ordered stages, an optional completion timeline on the progress bar, and a stable URL you drop once and reuse all engagement.
Why this works
Always-current without re-sending
When you move a stage or attach a file to a milestone, the public board reflects it. Clients refresh the same bookmark instead of hunting the latest email.
Progress they can parse in seconds
The progress bar can reflect stages or checklist tasks, depending on how you run the engagement—so “half done” is visible at a glance.
Optional live chat beside the work
Turn on chat when you want questions next to the timeline—not mixed into Slack DMs or SMS with no context.
Template Studio for on-brand polish
Pick a layout, tune typography and colors, and match the board to how you present—without handing clients a generic project tool.
How teams set it up
- Create a board per client or per engagement; name stages the way you already talk (e.g. Discovery → Build → Review → Launch).
- Share the public `/view/...` link once; add an optional board password if the work is sensitive.
- Post files to milestones so deliverables sit next to the phase they belong to—not buried in a drive folder.
- Use client requests (when enabled on your plan) for structured asks that don’t get lost in email.
Outcome: Fewer “quick status?” pings and clearer trust between updates.
Ready to ship client status & updates on a board clients actually open?