Projects Overview

Clientrol includes a full Project Management feature for you to manage your client projects. Projects includes Tasks, Subtasks and Milestones, these 3 items are visible on Project exports and within the Client dashboard.

Notes & Files can be added to a Project but are not visible to a Client, these 2 features are only visible in the Admin dashboard.

Note: Projects can be created regardless of the Client account, if a Client is prepaid with no support hours a project can still be created.

Projects are Read Only at all times to Clients, Clients do not have the feature to add Tasks or milestones to a project.