Skip to content

Folders and files

NameName
Last commit message
Last commit date

Latest commit

 

History

1 Commit
 
 

Repository files navigation

Client Project Tracker

A role-based project management app for agencies and freelancers. Admins manage projects, clients, and tasks from a full dashboard. Clients see only their own projects with clear visual progress and a feedback form scoped to their active work.

Built with Zite. 6 relational database tables. Role-based access control.

Demo

Watch the 5-minute walkthrough is the recommended starting point. It shows both the admin and client experiences end to end.

Live app: sign in with Google to explore. Read "What to expect when you sign in" below first.

What's in here

Admin portal (full access)

  • Dashboard with overdue task warnings, total budget, projects by phase
  • Project management across discovery, design, development, review, and launch
  • Client management with contact details and project lookup
  • Task tracking with assignees, due dates, and priority
  • Time logs per project and per team member
  • Settings to link client users to their parent client account

Client portal (scoped to their account)

  • Project list filtered to their own projects only
  • Visual phase tracker showing where each project sits in the workflow
  • Feedback form tied to active projects, with phase context and rating

The two portals share the same database. Access rules are enforced at the role level.

Architecture

Database (6 tables, relational)

Table Purpose
Users Auth-linked records with role (admin or client) and optional link to a Client
Clients The agency's client accounts (companies)
Projects Projects under each client, with phase, status, priority, budget, dates
Tasks Tasks under each project, with assignee, due date, status
Time Logs Hours logged against projects
Feedback Client-submitted feedback against a project and phase, with rating

Access control

User role determines portal access. Admins see all data. Clients only see records linked to their parent Client account. Unlinked users (new signups not yet assigned a Client) see a constrained client portal until an admin links them.

Stack

Built with Zite.

What to expect when you sign in

The live demo uses Google sign-in. New visitors will land as unlinked clients with no projects assigned. This is intentional and worth knowing before you click through:

  • The client portal shows "No projects available" since you haven't been linked to a parent Client account
  • The feedback form shows a dimmed Project dropdown with an inline explanation
  • The admin portal is gated by role assignment, which only the workspace owner can grant

To see the full client experience including projects, feedback submission, and the admin views, watch the Loom walkthrough. The video covers everything a logged-in admin and a linked client would see.

Why this project exists

Agencies and freelancers spend too much time keeping clients in the loop through scattered email threads, status meetings, and ad-hoc Slack messages. Clients still don't know where their project stands. Feedback disappears into threads instead of getting captured against specific projects.

This app gives both sides a single view. Admins manage the operational layer end to end. Clients see only what's relevant to their work, with clear visual progress and a feedback form that knows which project and phase the feedback belongs to.

About

Role-based project management web app with admin and client portals, six relational tables, and PostHog instrumentation.

Topics

Resources

Stars

0 stars

Watchers

0 watching

Forks

Releases

Packages

Contributors