Check the Your To-Do card first
Items that need your input appear in Your To-Do. Examples include providing website copy, granting domain access, reviewing a page, or finishing discovery questions.
Client portal help
A simple guide to working inside your client portal.
Use this page to learn where to submit requests, upload files, complete tasks, schedule meetings, view billing, and review advertising results during your project.
What to check first
Dashboard, To-Do, Requests, Files, Meetings
Help topics
Find the right place to take action.
Start here
Use Client HQ as your daily starting point.
The dashboard shows the active project, anything waiting on you, recent activity, and quick links into requests, reviews, files, analytics, advertising, and meetings.
Use the left navigation to move by task type
Requests are for updates and new work. Files are for uploads. Tasks is the deeper task and review workspace. Meetings is where you book time. Advertising shows campaign performance and leads when available.
Quick reference
What should I use?
When in doubt, start with the closest match below. The team can always move or reorganize the item after it is submitted.
Still not sure where to put something?
Send a message or create a request with the context you have. It is better to send the information once than to wait because you are unsure where it belongs.