Building ClientHub – SaaS CRM for managing clients, projects & tasks

Admin Panel Overview
This internal admin application provides full control and management over users, projects, tasks, and clients, designed for efficient collaboration and task tracking.

Key Features:
User Management:

Add users by simply entering their email address.

The user receives an automatic email invitation with a link and a unique agency code to join the platform.

Project & Task Management:

Easily create new projects and assign tasks to specific clients or team members.

Edit, update, or reassign tasks and projects as needed.

Client Management:

Manage client profiles and link them directly to their assigned projects and tasks.

Edit client details, assign projects, and track their involvement.

Comments & File Uploads:

Add comments to each task for clearer communication.

Upload relevant files to any task or project to keep everything centralized.

Real-Time Notifications:

Automatic notifications for key actions:

Task marked as completed

New comment added

Project marked as completed

Other significant updates

Keeps users informed and up-to-date.

Settings Section:

Configure system preferences and notification settings based on agency needs.
User Dashboard Overview
The user panel is designed to give each team member clear visibility and control over their assigned work, enabling smooth project collaboration and task tracking.

Key Features:

Users can view all agency projects for context.

A dedicated section highlights projects they are directly assigned to.

Task Management:

Users see a list of their assigned tasks in real-time.

Ability to mark tasks as completed once finished.

Option to edit the task status or communicate updates when needed.

Client Visibility:

Access to clients connected to their projects and tasks.

Comments & Communication:

Users can add comments to any task they are assigned to.