Build your client onboarding portal with a project tracker

Still managing onboarding with email threads and scattered task lists?! There’s a better way 😉

Join us for a 30-minute live session where we'll walk you though the client onboarding portal with project tracking and show you how to build it from scratch.

🔗 Register here: https://www.formaloo.com/webinar/buil...

👉 Even if you can't make it on the live webinar, we'll send toolkit and a free template on your email.

This session is ideal for both first-time Formaloo users and experienced teams looking to refine their workflows.

In this webinar, you’ll learn how to:
✨ Set up a client portal with personalized sign-up;
✨ Grand different access levels to portal users;
✨ Build a project tracker with Kanban view, task statuses, and deadlines;
✨ Automate feedback collection and status updates;
✨ Centralize all onboarding steps in one branded dashboard.

🗓️ Date: Thursday, July 3
🕘 Time: 9 AM EDT

👀 Bonus: All attendees get a free & fully customizable “Client onboarding portal with a project tracker” template.

#formaloo #webinar #tutorial #nocode #freewebinar #clientportal

Timestomps:
0:00 Introduction
1:29 Demo of the template
7:40 Create a project
12:00 Make a project creation form
21:50 Add a Kanban board
24:30 Set up a portal
32:10 Configure logic
33:44 Create custom email template
37:30 Connect 2 forms
40:35 Access management
42:00 Outro