# Projects, tasks and timesheets

Follow on the portal the projects the firm shares with you, their tasks and the time spent on each, write to the team on a task, and review every time line of your projects.

When the firm runs a piece of work for a client as a project, the client can follow it from the portal: its tasks, who works on them, how far they are, and the hours spent. The demo client Omar Al-Wahmi follows the project **Estate settlement - Omar Al-Wahmi**, with two tasks and one time line of two hours.

## Before you start {#before-you-start}

- The firm shares the project with the client: its visibility lets portal users in, and the client or their company follows it. The firm's side is explained in [Share a project with a customer](/docs/projects/share-a-project-with-a-customer), the rules in [Choose what a client sees](choose-what-a-client-sees).
- Time appears only on a project that records timesheets: [Projects and timesheets](/docs/projects).

## Your projects {#projects}

On the home page of the portal, open **Projects**. Each project is listed with the number of its tasks; **Sort By** orders them.

![The projects the firm shares with the client, with the number of their tasks.](https://jaah.app/web/image/16788-3b71861e/client-portal-projects-tasks-and-timesheets-projects_list-en.png)

## The tasks of a project {#tasks}

Click a project. Its tasks are listed with their number, their priority stars, their **Name**, their **Assignees**, the **Time Spent** on each and a dot that shows their status, such as **In Progress**, when you point at it. A total of the time sits above the rows. **Group By** gathers the tasks by **Stage** by default, or by status, priority or customer; **Sort By** orders them, and the search box finds a task by its name, assignee, stage, status or priority.

![The tasks of the project, their assignees, the time spent on each and their stage.](https://jaah.app/web/image/16792-c08bd8b1/client-portal-projects-tasks-and-timesheets-project_tasks-en.png)

## A task {#task}

Click a task. Its page shows its name and number, its **Stage**, its **Project** and its **Priority**, then a **Timesheets** table: the **Date**, the **Employee**, the **Description** and the **Time Spent** of each line, with the **Total Time Spent**.

![A task's page; under its stage, project and priority, the time logged on it.](https://jaah.app/web/image/16796-0d7ba0ef/client-portal-projects-tasks-and-timesheets-task_page-en.png)

The column on the side names the **Assignees** with their e-mail address, and links to the parts of the page. **View Details** opens the task with its time lines as a PDF. At the bottom, **Communication history** lets the client write to the team; the message lands on the task in the firm.

**Tasks** on the home page lists the tasks of every shared project together, grouped by project, with the same columns.

## Your timesheets {#timesheets}

**Timesheets** on the home page lists every time line of your projects: **Date**, **Employee**, **Project**, **Task**, **Description**, **Invoice** and **Time Spent**. The lines are grouped by **Sales Order Item**, the line of the order the time is billed on; **Not Billed** gathers the time that no order line covers. **Filter By** narrows the list to a period, such as **This Month** or **Last Year**, and **Group By** gathers the lines by date, project, task, employee or invoice instead.

![Every time line of the client's projects, grouped by the sales order item it is billed on; Not Billed gathers the others.](https://jaah.app/web/image/16800-2bae23d0/client-portal-projects-tasks-and-timesheets-timesheets_list-en.png)

## FAQ {#faq}

### Why do I not see a project of mine? {#no-project}

The project is not shared with you yet: its visibility keeps portal users out, or neither you nor your company follows it. Ask the firm to share it.

### Can I change a task? {#change-task}

Only if the firm gives you edit access to the project. The project then opens as a board where you change the tasks you are allowed to; otherwise the pages are read only and you write to the team instead.

### What does Not Billed mean? {#not-billed}

That the time is not tied to a line of a sales order. It can still be part of the work agreed with the firm; ask the firm how it is billed.

### Why is a task's time 00:00? {#zero-time}

Nobody has recorded time on it yet. The total of the project adds the time of all its tasks.

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- Source: https://jaah.app/docs/client-portal/projects-tasks-and-timesheets
- Updated: 2026-10-29
- Version: Client portal 19.0.1.0
- Verified: 2026-10-29