Client Portal OS (Master) — Notion Client Portal Template
Client Portal OS (Master) — Notion Client Portal TemplateRun every client project from one clean workspace — without accidentally exposing your whole Notion.This template is built for freelancers, agencies, and service businesses who need a simple way to track work, deadlines, meetings, and deliverables — while sharing a single client portal page per client.✅ What you get Client Portal OS (Master) (full Notion system) Client Portal Page (Share with Client) (client-facing portal) Project Workspace (delivery-focused project hub) Connected databases + views: Due Soon, Active, Pipeline, Upcoming, Draft/Sent/Approved Sample data included (optional — delete anytime) ⚡ Setup in 5 minutes Open the included PDF + click the Duplicate link Duplicate into your Notion workspace Add your first Client → Project → Tasks Share only the Client Portal Page with your client 🔒 Client-safe sharing (important) Share one page per client: Client Portal Page (Share with Client) Use filtered views so clients only see their items Keep your master workspace private 🗓 Suggested weekly routine (10 minutes) Tasks — Due Soon: assign owners + due dates, clear overdue items Projects — Active: confirm priorities + next milestone Meetings — Upcoming: add agendas + action items Deliverables: move Draft → Sent → Approved and attach links/files Common issues + quick fixes Widgets look empty: confirm each dashboard table is linked to the correct database (Source) Client can see other clients: you shared the master page — share only the Client Portal Page Items not showing under a client/project: set the related Client / Project fields in the record Due Soon not sorting right: sort by Due Date ↑ and filter out Done/Completed New items open full page: View settings → Layout → “Open pages in” → choose Side peek (optional) License (simple)One user / one workspace license.You may use + customize for your own business and for your client work.You may not resell, redistribute, or upload this template (or duplicates) as a standalone product.
Get it → pixelprocessstudios.gumroad.com