Portal template
VA Client Manager
Keep every client and their task requests in one place. Clients get their own login to submit tasks and see progress.
- Dashboard
- Tasks
- Clients
- Reports
- AI Client Reports
Active Clients
82
Open Tasks
220
Overdue
130
Upcoming Deadlines
Want to click around? Open the live demo — approve requests, add records and try it with your own spreadsheet.
What's included
Clients — included
Every client in one place — contact details, rates, status and notes.
Tasks — included
Client task requests with priorities, deadlines and a To do → Completed board.
Reports — included
Standard reports and exports built from the portal's own data.
- Business plan
AI Reports — locked
AI-written monthly summaries of KPIs, trends and observations. Only reads data the user may access.
Who uses it
- VA / Owner
- Manages the portal and its users. Sees Clients, Tasks, Reports, AI Reports.
- Client
- Sees Tasks.
Bring your spreadsheet
Already tracking this in Excel or Google Sheets? These are the columns the portal understands.
Clients
- Client
- Company
- Hourly Rate
- Status
Tasks
- Task
- Client
- Priority
- Deadline
- Status