Clients Facing Reports or "Client Center" for marketing agencies

Hello There @Ashley_Shuler ,

We use subtasks to track clients to-dos such as:

  • review URL or mockup,
  • approve said URL or mockup,
  • provide specs/requirements.,
  • provide documents, etc.

This is a very fluid list that keeps changing on a daily basis.

Often–clients ask us: I’m not sure what I owe you, or am I stopping the process? And the point is to provide a “live” report of what’s needed on their side at any point in time-sample included below. Pretty simple in a way, but no way to share this externally and automatically (this is a Search Results by the way)

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