Client Project Tracker

Share project status and progress with your client.

Create one link that shows exactly what you choose — selected tasks, updates, and status — while everything else in your workspace stays private.

You choose what’s visible before you send the link. Nothing is shared until you turn it on.

Client project tracker showing how project progress is shared with a client

Why owners need this

Clients ask for updates. Screenshots and status emails don’t scale.

Keeping a client in the loop usually means retyping the same information into an email or text every few days. That’s why Text2Task gives you a simple client-facing project view you can share directly from a project.

1

Copying a task list into an email or text takes time you'd rather spend on the work itself.

2

A quick status update doesn't show what's actually done, in progress, or coming up next.

3

Giving a client full access to your workspace shares more than they need, or than you're comfortable with.

How it works

Create a link, choose what’s visible, share it.

Text2Task calls this Client Share. Turn it on for any project, choose what to include, and send the link.

1

Create a share link

Generate a project share link directly from Text2Task.

2

Choose what's visible

Turn on status, target date, selected tasks, resources, and updates. Only what you choose is included.

3

Add a PIN or expiration, if you want

Protect the link with a PIN or set it to expire automatically. Both are optional.

4

Send the link

Your client opens it directly. No Text2Task account is required.

What you control

Choose exactly what your client can see.

  • Project status and target date
  • Selected tasks and their shared status
  • Selected resources and files
  • Progress updates you post yourself
  • A PIN to protect the link
  • An expiration date
  • The ability to disable, re-enable, revoke, or generate a new link at any time

Nothing is included unless you turn it on.

Text2Task Client Share controls for managing a shared project link

Keep the rest private

Everything else in your workspace stays private.

A shared link is built from a fixed, limited set of fields you explicitly choose. The following never appear in a shared link, no matter what you turn on:

  • Internal notes
  • Priority and budget
  • Other projects in your workspace
  • Resources you haven't chosen to share

If you turn it on

Let your client leave a comment.

You can allow comments on a shared link. If your client leaves a message, it appears in Text2Task so you can review it — nothing is added to the project until you decide to act on it. See how a client’s reply becomes a reviewable task

Who this helps

Useful for freelancers, small agencies, and anyone else managing project work directly with a client — anywhere you’d otherwise be manually copying status into an email or text. It fits naturally alongside Text2Task’s freelancer project management workflow.

Related ways to organize client work

Client Feedback to Tasks

See how a client's reply becomes a reviewable task.

Email to Tasks

Turn a client's first message into a project before you share progress on it.

Freelancer project management software

See the full freelancer project management workflow.

FAQ

Client Project Tracker questions

Does my client need a Text2Task account to view the shared link?

No. Your client opens the link directly without a Text2Task account. If you protect the link with a PIN, they'll enter that PIN before viewing it.

What can I choose to share?

You can choose to show project status, target date, selected tasks, selected resources, and updates you post yourself. Nothing is shared until you turn it on.

Can I protect the link?

Yes. You can add an optional PIN and set the link to expire automatically. You can also disable, re-enable, revoke, or generate a new link at any time.

Will my client see the rest of my workspace?

No. A shared link only includes the project and the fields you've explicitly turned on. Internal notes, budget, priority, other projects, and your files stay private unless you specifically choose to include a resource.

Can my client leave a comment?

If you turn on comments for a link, your client can leave a message that appears in Text2Task for you to review. Nothing is added to the project automatically.

Can my client edit tasks or manage the project?

No. The shared view is read-only for your client. They can view what you've shared and, if you allow it, leave a comment.

Share the next update without writing another status email.

Create a link, choose what’s visible, and send it to your client — all from inside Text2Task.