Once you’ve signed into the TalleFlow Client Portal and selected a business, you’ll land on your client dashboard. This is your central hub for everything you’re working on with that business — from projects and tasks to documents, designs, and invoices.
Your Client Dashboard
The dashboard gives you a high-level view of your work with a specific business.
Here’s what you’ll typically see:
Active Projects – Projects that are currently in progress or planned
Tasks – Any tasks assigned to you or related to your projects
Messages – Communication activity tied to your projects
Pending Payments – Invoices that require your attention (if applicable)
💡 Each dashboard is business-specific. If you work with multiple businesses that use TalleFlow, each one has its own dashboard and project list.
Viewing Your Projects
From the dashboard, you’ll see a list of projects you’ve worked on (or are currently working on) with the selected business.
A project represents a piece of work the business is doing for you — for example:
An event
A creative engagement
A service request
An ongoing collaboration
Clicking a project opens the Project Workspace, where all related activity lives.
Inside a Project
Each project includes several tabs that help keep everything organized and transparent.
Overview
The Overview tab shows:
Project name and status (Planning, In Progress, Completed, etc.)
Key details like start date
Recent activity (documents sent, messages, updates)
This is the quickest way to understand where things stand.
Tasks
The Tasks tab lists:
Action items assigned to you
Tasks the business is tracking for the project
You can:
View task details
Track progress
See what’s coming up next
Messages
The Messages tab contains:
Communication related to the project
Messages sent by the business through TalleFlow
This keeps project-specific conversations in one place.
Files
The Files tab is where most shared documents live, including:
Questionnaires
Contracts
Brochures
Uploaded files and attachments
From here, you can:
Open and review documents
Complete questionnaires
Sign contracts
Download shared files
Designs
If the business has shared designs with you, they’ll appear in the Designs tab.
These are typically Canva designs linked directly to the project, allowing you to:
View designs
Review creative assets
Stay aligned on visual work
Invoices
The Invoices tab shows:
Invoices associated with the project
Payment status (paid, pending, overdue)
From here, you can:
View invoice details
Pay invoices securely (if payment is enabled)
Track payment history
Details
The Details tab contains high-level project information such as:
Project type
Stage
Dates and metadata
This information is read-only for clients and helps provide context about the work.
What You Can Do as a Client
Depending on what the business shares with you, you can:
Complete questionnaires
Review and sign contracts
View and pay invoices
Upload or download files
Review shared designs
Track tasks and project progress
You’ll only see content that’s relevant to you and intentionally shared by the business.
Working With Multiple Businesses
If you’ve worked with more than one business using TalleFlow, you can easily switch between them.
At the top of the portal, you’ll see a list of businesses you’ve collaborated with. Selecting a different business updates your dashboard to show only the projects and activity related to that business.
This gives you a clean, organized view — even if you’re working with multiple teams.
What’s Next?
To go deeper, check out these related articles:
Accessing & Completing Documents in the Client Portal
Viewing and Paying Invoices
Working With Tasks as a Client
Switching Between Businesses in the Client Portal
If you ever have questions, you can always reach out directly to the business you’re working with — or use the chat if it’s available.