Clientrol - Client Retainer Software, Project Management, Prepaid Support

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.

Can my Client create Projects?

Projects are Read Only at all times to Clients, only the Admin and Managers(with permissions) can create Projects.

If your Client would like to add a task to a project, they can submit a request and the admin can change the status of the request to a task.