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Clients can do more than watch without a paid seat.

Give clients a secure place to complete assigned tasks, comment, upload files, raise issues, and approve work. Customize their dashboards and control exactly which projects, tasks, files, issues, and reports each client can see—without using paid Project Insight seats.
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Project Insight Client View
Compare With Other Tools
Highlights

Client View/Client Users

  • Provide limited-access client logins that don’t count against licenses.
  • Choose exactly what tasks, issues, and reports each client sees.
  • Assign tasks and request approvals from clients directly.
  • Let clients comment, upload files, and raise issues.
  • Customize dashboards and home screens for client users.
  • Schedule project reports and milestones for external stakeholders.
Build client trust with Project Insight's Client View feature
Client views in projects
STAY ON TRACK

Reduce project delays with better client communication.

  • Eliminate multiple email threads
  • Request project documentation
  • Ask for approvals
  • Allow for client comments
  • Track meeting minutes and action items
  • Prepare for project audits
EASY SET UP

Be exact about what you share with clients.

  • Specify which projects and tasks should be flagged for client views
  • Schedule important reports for external stakeholders
  • Use Client View with project templates
  • Easily flag specific tasks and other items individually
Project Insight's Client View feature
DIFFERENTIATORS

What sets Project Insight's Client View apart?

Many project management tools let external guests view or collaborate on shared work. Project Insight brings active client participation, a client-specific home screen, detailed visibility controls, approvals, files, issues, and reporting together in one purpose-built client experience—without using paid Project Insight seats.

  • Clients can take action: Assign work, request approvals, collect files, discuss updates, and track issues inside the project.
  • Each client gets a tailored view: Show the projects, tasks, reports, and dashboard information relevant to that client.
  • Your internal work stays private: Control exactly which projects, tasks, files, issues, and reports each client can see.
  • Client access does not use paid seats: Invite the external participants you need without buying Project Insight licenses for them.
Client View capabilities compared across Project Insight, monday.com, Asana, Smartsheet, Jira, and ClickUp
Key Client View Capability Project Insight monday.com Asana Smartsheet Jira ClickUp
Interactive external users without paid seats Yes: Client users do not use paid seats Partial: Unlimited on Pro and Enterprise; Standard billing limits Yes: Free guests can collaborate Partial: Free external collaboration varies by plan and permission Partial: Free customers through Jira Service Management Partial: Active guest allowance; extra guests can add paid seats
Client-specific home and dashboard Yes: Tailored client home screens and dashboards Partial: Shared boards and dashboards Partial: Shared project and portfolio views Partial: Shared dashboards and reports Partial: Customer portal through Jira Service Management Partial: Shared dashboards and My Tasks
Assign and update project tasks Yes: Assign, update, track, and approve client work Yes: Guests can update assigned board items Yes: Guests can be assigned tasks Yes: Collaborators can update assigned sheet rows No: Customers submit and track requests, not project tasks Yes: Permission-controlled guests can update tasks
Control access to specific project items Yes: Projects, tasks, issues, files, reports, and more Partial: Primarily shareable-board access Yes: Project and task sharing controls Partial: Sheet and report access; row-specific views require more setup Partial: Portal and request permissions Yes: Location, task, and dashboard permissions
Comments, file uploads, and approvals Yes: Built into the client project experience Partial: Comments and files; approvals require workflow setup Yes: Comments, files, and approval tasks Yes: Comments, files, and approval requests Partial: Available in Jira Service Management requests Partial: Comments and files; approvals require workflow setup