When clients see the wrong tasks—or can't find the next milestone—confidence drops fast. A consistent property setup fixes that by powering every view, summary, and filter in your Notion portal.

### Client (Relation or Select)
Tags every record to a client so you can filter views and avoid cross-client leaks.

### Status (Select)
Keeps clients oriented: Not Started, In Progress, Blocked, Done. Use colors that match your brand.

### Due Date (Date)
Feeds timelines and reminders. Show the next milestone prominently in the portal.

### Owner (Person)
Gives clients a clear point of contact. Pair with an avatar for trust.

### Visibility (Checkbox/Select)
A safety gate to prevent accidental exposure. Only items marked client-visible get published.

## Keep clients focused with visibility rules
A simple **Visibility** flag prevents internal notes from leaking. Publish only the blocks that meet two filters: the right client and visibility set to true. Combine it with a curated navigation so clients never feel lost.

## Templates for repeatability
Turn your best structure into a template: prefill status options, default owners, and hidden properties. This keeps every new client portal aligned and reduces setup time.

### Practical tips

## Ready for a polished client portal?
Portalwith takes these exact properties and turns them into a branded, secure portal with navigation, permissions, and magic links—no extra setup required.