Clients & the portal
Collect requests with intake forms
Turn a client request into a task on your board without an email thread.
- Open Intake forms and create a form with the fields you actually need.
- Choose the project new submissions land in.
- Your client fills it in from their portal. A client-facing task appears on that project’s board, with the submission attached.
- They follow its progress from the portal without asking anyone.
Intake forms are a Pro feature, and so is the portal they live in. Files a client attaches count against your organization’s storage.