Documentation
Set up and run your client workspace.
Guides for clients, projects, invoices, portals, integrations, team roles, and workspace settings.
Workspace Basics
Set up the operating layer for your client business.
Workspace setup
Configure your business profile, branding, portal covers, currency, and team access.
Dashboard
Read the dashboard KPIs, the Today Focus agenda, and the quick action shortcuts.
Workspace settings
Configure profile, business details, branding, team, notifications, and security.
Client Work
Organize relationships, delivery, tasks, updates, and files.
Clients
Build the client directory and use the client detail page for projects, files, and invoices.
Projects
Create projects, browse the pipeline, and track delivery on the task board.
Tasks
Add tasks to a project, move them across the four-column board, and edit details.
Project updates
Set a next milestone and publish progress notes to the client portal.
Files
Upload, download, and share client files within the size and type limits.
Billing
Create invoices, record payments, manage expenses, and track balances.
Invoice workflow
Create invoices, record payments, understand statuses, and sync accounting data.
Expenses
Record project costs, set billable status, and convert billable expenses into invoice line items.
Sales & Delivery
Move from proposal to portal to client-facing reporting.
Client portals
Share branded client portals with files, reports, invoices, proposals, and updates.
Proposals
Write proposals with scope and deliverables, track status, and convert accepted proposals into projects.
Reports
Generate written client reports from project data, edit the draft, and publish to the portal.
Integrations
Connect the external systems ClientDeck can work with.
Slack
Send notifications about invoices, portals, proposals, and messages to a Slack channel via webhook.
Google Calendar
View upcoming events on the dashboard and mirror task and invoice deadlines into your calendar.
Google Drive
Automatically save copies of generated invoice, report, and proposal PDFs into Google Drive.
QuickBooks
Send ClientDeck invoices into a connected QuickBooks company and track sync state.
Xero
Send ClientDeck invoices into a connected Xero organization as draft invoices.
Team & Security
Manage access, account safety, notifications, and workspace controls.
Team members
Invite colleagues or contractors, assign access roles, and manage their status from Settings.
Roles and permissions
Understand the Owner, Admin, Editor, and Viewer roles and what each one can change.
Notifications
Read the in-app notifications menu and choose which events alert you from Settings.
Password reset
Request a secure reset email and set a new password from sign-in or the Security tab.
Account deletion
Permanently delete a workspace or an entire account from the Security tab Danger Zone.
Starter guides