How do contacts see boards in the client portal?

A contact with a portal login sees every board shared with them in Feedback in the portal sidebar, with a status for each.

Updated Oct 28, 20261 min read

A contact with a portal login sees every board shared with them in Feedback in the portal sidebar, with a status for each.

What the contact sees

  • A Feedback item in the sidebar, once a board has been shared with them.

  • A list of their boards. Click one to open the review page.

  • A status on each board (see below).

  • Three charts (Feedback, Page views, Downloads) for their boards only.

The statuses

  • Action required: an open comment whose latest message is not theirs.

  • Waiting for reply: they spoke last on every open comment.

  • No feedback yet: nothing has been said.

  • Resolved: every comment is resolved.

Share a board with a contact

Use Share → Share by email on the board and add the contact. The board then appears in their portal.

What they do not see

  • Team-only notes.

  • Boards shared with other contacts.

  • Boards also stay out of Shared and the file library in the portal.

Limits

The client portal is a Pro feature. See the client portal.

Related

Share a board · Leave feedback

Next: share a board with a contact who has portal access.

More in Feedback

Feedback plans and limits

Feedback is part of your Tarkle plan. Free workspaces can have 5 active boards. Pro and above have no limit.

How do deadlines, reminders and closing feedback work?

A deadline closes feedback automatically. You can also close it yourself with Disable comments. A closed board stays open to read.

How do I create a feedback board?

Open Feedback in the sidebar, click Create board, add a PDF or images, and click Create board again.

How do I let viewers download a board?

In the board's three-dot menu, click Allow downloads. Viewers then get a Download button that saves the board's files as a zip.

How do I manage comments: statuses, assignees and filters?

Open a comment to set its status, assign it to a teammate and reply. Use the filters above the list to focus on what is open.

How do I share a board, and who can see it?

Copy the board's link and send it, or use Share → Share by email. Anyone with the link can review it, unless you add a password or require an email.