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Task Section Visibility & Access Control
Shipped
Feb 22, 2026
Control exactly who sees each task section inside a client account.
Sections can be:
• Visible to everyone (default)
• Hidden from client portal users
• Restricted to a specific list of team members and/or clients
Anyone not on the allowlist simply won’t see the section or its tasks — no placeholders, no hints.
This unlocks:
• Internal-only workstreams inside shared accounts
• Sensitive or confidential client matters
• Executive-only or limited-team task sections
• Clean separation between WIP and client-ready deliverables
Task counts, dashboards, and navigation automatically reflect only what each user is authorized to see. The account owner always retains full access.
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Feb 24, 2026
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Feb 22, 2026
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