How to View and Manage Client Projects in Britixo Industry Specific Practice Management Software?

Client projects in Britixo help you organise work, track deliverables, collaborate with your team, and keep your client updated. Each project is fully linked to the client and includes features such as tasks, files, discussions, milestones, and time tracking.

This guide provides full instructions on how to view, create, and manage projects within a client profile, including how updates trigger email notifications and how to control client visibility.

Step-by-Step: View and Manage Client Projects.

Access the Client Profile and Projects

1. Log in to your Britixo account at https://britixo.com/app/login.
   
   

2. Go to Customers → Clients from the left-hand menu.
   
   

3. Click the Client Name to open their profile page.
   
   

4. Select the Projects tab inside the client profile.
   
   

You will see all existing projects assigned to that client.

View Client Projects and Details.

5. The list includes all projects related to the client with key details such as:
   
   

• Project Name
  
  

• Status (e.g. In Progress, On Hold, Finished, Cancelled)
  
  

• Start Date / Deadline
  
  

• Billing Type (Fixed Price, Project Hours, Task Hours)
  
  

• Total Cost or Time (depending on billing method)
  
  

6. Click on any project name to open its full workspace, where you can manage all aspects of the project.
   
   

Create a New Project for a Client.

7. Inside the Projects tab, click “New Project”.
   
   

8. Fill in the project creation form:
   
   

• Project Name – Required
  
  

• Client – Pre-selected from the current client profile
  
  

• Billing Type – Choose:
  
  

• Fixed Cost
  
  

• Project Hours
  
  

• Task Hours
  
  

• Rate / Budget – Define the hourly rate or fixed fee
  
  

• Start Date and Deadline – Optional
  
  

• Members – Assign internal team members to the project
  
  

• Description – Add scope or project objectives
  
  

• Progress – Set a visual percentage for internal tracking
  
  

• Mark as Visible to Client – Toggle to show or hide the project from the client portal
  
  

• Notify Customer by Email – Tick to automatically notify the client when the project is created
  
  

9. Click Save.
   
   

The project will now be visible in both the Projects tab under the client and the global Projects section.

Manage Existing Projects.

Edit Project Details

10. Open the project and click Edit Project (top-right). You can change the:
    
    

• Status
  
  

• Name
  
  

• Dates
  
  

• Budget
  
  

• Assigned Members
  
  

• Visibility and Email Notification Options
  
  

If “Notify customer” is checked during an update, Britixo will send an email to the client's primary contact with project details.

Task Management.

11. Under the Tasks tab in the project, you can:
    
    

• Create and assign tasks to staff
  
  

• Set start dates, due dates, priorities, and task descriptions
  
  

• Link tasks to milestones
  
  

• Log time spent
  
  

• Attach files directly to tasks
  
  

Clients can see tasks only if the task is marked “Visible to customer”.

Files, Milestones, and Discussions.

12. Files Tab – Upload documents for internal use or share them with the client by enabling “Visible to Customer”.
    
    

13. Milestones Tab – Create checkpoints to break the project into phases or deliverables.
    
    

14. Discussions Tab – Start and reply to messages with your team or the client (if enabled). You can notify the client via email by ticking “Visible to Customer” and “Notify Customer” options.
    
    

Time Tracking and Activity Log.

15. Use the Timesheets section to track billable hours (manual entry or timer).
    
    

16. The Activity Log tab shows all project-related actions with user, date, and event description. This includes task updates, file uploads, and communication.
    
    

Client Portal Access.

• If the project is marked “Visible to Customer”, the client can view the project in their portal.
  
  

• They will see any discussions, tasks, files, and progress marked visible.
  
  

• All visibility is controlled by the admin or staff creating/editing the item.
  
  

Tip.

• Use client project visibility features to control exactly what the client sees.
  
  

• Enable email notifications wisely to keep clients informed without overwhelming them.
  
  

• Use milestones and task deadlines to visually manage scope and performance.