Set Up Customer Portals

The Feature Guide

The Feature Guide is an in-depth look at the features for Tasks on the Run. If what you're looking for is a quick overview, try taking the Tour.

You probably have a significant number of people who are outside your immediate team but who have a stake in the work you do. These might be experts who want to contribute ideas. These might be product users who want to submit feedback, or clients who want to track the status of their projects.

Tasks on the Run's unique Customer Portals let you handle all these cases. They make it easy to provide limited access to your tasking data and content, so you don't have to extract data to write reports or manage multiple websites.

Customers only have access to portal pages and their accounts

How Portals Work

You can designate some of the people on your Tasks on the Run website as customers rather than full team members. The team members have full access to the internal parts of your website, while customers only have access to a special set of customer portals.

There are several built-in portals, and you can define how you want to engage your customers by turning on only the ones you need. For each activated portal you can specify the customers who will have access, and the folders that will be shared.

The Profile page for a customer showing their account status at the bottom right

Managing Customers & Portals

You can record notes on the account profiles for customers, so your team can keep track of any interactions you may have had with them.

The Notes page for a customer

You can set up individual portals to allow people to sign-up on their own, or to require that they be added manually. At any point you can add or remove customer access for a portal.

The Portal Settings page

Some portals are for sharing information about your work, and so for these you would probably just share your some of your existing folders. Other portals are for customer participation or support, and for these you would probably create special folders. In either case, you can easily manage which folders are shared for which portals.

The Portal Folders page

The Summaries Portal

The Summary and Photostream portals let you share the tasking data and content for selected folders with your customers. These portals provide read-only access to your folders except for comments, which customers can submit.

The Summaries portal is for sharing basic project information. On the home page for the portal, customers can see the folders that you have shared, with links to recent milestones, groups, and notes.

The Home page for the Summaries portal

When they click on a folder, customers are presented with a simplified navigation scheme that gives access to the associated tasks, milestones, groups, notes, photos, and files.

The Tasks page for the Summaries portal

The Photostreams Portal

The Photostreams portal shares the same kind of information as the Summaries portal, but with a home page that displays the recent photos for each folder. This portal is designed to be a showcase for design work.

The Home page for the Photostreams portal

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