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Inviting Clients to Projects
In Motion.io, the way your team creates and manages tasks, communicates, and controls what information clients have access to is through projects. Associated with each project is a portal, which is your client’s view of a project.
You must invite clients to a project to give them access to their portal. This article will explain everything you need to know about inviting clients to projects and the different options for doing so.
How to Invite Clients to Projects and Give Them Access to Their Portals
Clients you invite to Motion.io projects instantly receive an email with a magic link that allows them to access their portal associated with the project in a single click — no account creation required. By default, client invite emails will use your branding and show your business's name as the sender.
📢 Note: If you subscribe to Motion.io's Professional plan and configure your white-label settings, client invite emails will be sent via your specified email address and no longer display the "Powered by Motion.io" text at the bottom.
Option 1: Invite Clients to Projects from the Users Page
To invite clients to a portal from the Users page, select a project and click "Users" at the top of your screen. Click "Invite Client to Portal," enter your client's name and email address in the modal, and then click "Save Client."
👋 Tip: You can customize the text of your client portal invite emails to say whatever you'd like. Click here to learn how.
Option 2: Invite Clients to Projects by Assigning Them to Tasks
To invite clients to a project by assigning them to a task, navigate to the "Tasks" page of a project.
Select a task you're ready to assign a client to and click the "Add new client" button that appears near the top of the task composer. Enter your client's name and email and click "Save Client."
👋 Tip: You can use Motion.io's bulk actions dropdown to assign and send multiple tasks at once.
Option 3: Invite Clients to Projects by Importing a CSV File
If you'd like to create multiple projects and invite clients to them simultaneously, Motion.io's Import CSV functionality provides a convenient option to do so.
To import clients from a CSV file, click the dropdown on the arrow on the "Create Project" button of your Motion.io project dashboard and select "Import CSV."
Download the template by clicking the link in the open modal, enter your details in the appropriate cells, and then re-upload your edited & saved copy of the template by clicking "Upload CSV."
👋 Tip: When filling in the CSV template provided in-app, you can add as many clients as you want to the projects you create and specify the templates you'd like to use for each.
Option 4: Invite Clients to Projects Using Zapier
Using the "Create Project" action of Motion.io's Zapier Integration, you can automate the process of creating projects, inviting clients, and assigning tasks. For detailed setup instructions, click here.
