Client Portal Manager
About this template
Client Portal Manager Take control of your client relationships and project management with our all-in-one Client Portal Manager. Designed to streamline your workflow and enhance client satisfaction, this comprehensive tool offers a suite of powerful features to keep your projects organized and your clients informed. Features: - Projects Timeline: Visualize project progress with a clear and intuitive timeline, ensuring all milestones and deadlines are met. - Secure Client Portals: Provide each client with their own dedicated portal, secured for privacy and tailored for personalized access. - Automated Portal Templates: Save time with automatically generated basic info, making setup quick and consistent across all projects. - Task List Management: Keep track of tasks with detailed lists, ensuring nothing falls through the cracks. - Time Tracking: Monitor time spent on each project to optimize efficiency and accurate billing. - Communication Widget: Facilitate seamless communication with clients through dedicated message portals. - Meeting Notes and Actions: Keep comprehensive records of meeting notes and action items, ensuring accountability and follow-through. - Document Sharing: Share contracts, invoices, graphic assets, links, and help documents effortlessly. - Notification Widget: Stay on top of your tasks with alerts for overdue items and upcoming meetings. Transform the way you manage projects and engage with clients. Our Client Portal Manager is your ultimate tool for professional, efficient, and transparent project management. Start optimizing your workflow today! Why Choose Us? - Proven Results: Backed by research and real-world testing, our template has helped countless individuals unlock their full productivity potential. - User-Friendly Interface: Enjoy a seamless user experience with our intuitive interface, designed with your convenience in mind. - Continuous Support: Access ongoing updates, tips, and resources to further optimize your productivity journey. FAQs Can I personalize my template? - Definitely! Feel free to change what you please. Do I need to pay to get Notion? - No, Notion allows you to create a free account. Any more questions? - Feel free to reach out to me on Twitter at @Djokavex. I will be more than happy to help! Enjoy the product!
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How to use this template with A.I
Delegate this template to NØtis and have your personal assistant automatically manage it for you.
1
Duplicate this template in your Notion workspace.
2
Create your NØtis account.
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When authorizing NØtis to your Notion workspace, make sure to click "select pages to share with NØtis" and choose your new template in the list.
4
Make sure the template appears in your synced database and is activated.
Make it your own
Optionally, you can give additional instructions to NØtis directly by customizing the template.
1
You can add additional instructions for NØtis in the database descriptions. To access the description, right click a database and click "view database"
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Add your instructions in the description. E.g. "For each entry, create a post for Instagram, Facebook and Twitter, etc."
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You can also add instructions in each field descriptions. E.g. "A short description of the expense like 'dinner at Luigi'".
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NØtis automatically sync your databases every hour but you cal always ask NØtis to synchronise them right away or ask the link to your user portal.
