Projects & milestones
In simple words
Projects & milestones is part of Client & Student Portal. Progress they can see. This guide takes you through it in 2 short steps.
Where it fits in your work — Invite or register. People join with self-service sign-up or an invitation.
Before you start
- You need to be signed in to your company's workspace. Client & Student Portal appears in the Workspace dashboard and in the left menu when your role includes it.
- What you can see and change depends on your role. If a menu item or button is missing, ask your workspace owner to give your role access in Workspace → Users.
- Projects & milestones belongs to For clients in Client & Student Portal. Progress they can see.
Step by step
- 1
Step 1
Open Client & Student Portal
Sign in and open the Client & Student Portal panel from your Workspace dashboard (or sign in to it directly). You see only what your role allows.
- 2
Step 2
Find Projects & milestones
Inside Client & Student Portal, open “Projects & milestones” from the left menu or the panel's start screen. Progress they can see.
Quick recap
Open Client & Student Portal → Find Projects & milestones
What it connects to
Projects
Project progress for clients.
Training
The student experience.
Online Tests
Where tests are taken.
Finance
Invoices and online payment.
Why use Client & Student Portal
Client & Student Portal replaces client, student & applicant portals, on the same login and the same data.
- Fewer status-update emails — people check for themselves
- One branded place for projects, invoices, tests and messages
- Self-service sign-up and account management
- Rewards and referrals keep people coming back
Who uses Client & Student Portal
Clients
See projects, milestones, invoices and documents; pay online.
Students
Follow their program, schedule, assignments, tests and certificates.
Applicants
Track their application, interviews and assessments.
Your team
Manage portal users and see what they do.
More in For clients
FAQs
Common questions.
About Projects & milestones and Client & Student Portal.
I cannot see Projects & milestones in the menu.
Your role may not include it. Ask your workspace owner to open Workspace → Users and give your role access to Client & Student Portal.
Can I do this on my phone?
Yes. SelfRun AI works in the browser on any device and can be installed as an app on Android, iOS and desktop, with the same screens and the same data.
Does this cost extra?
No. Projects & milestones comes with the Client & Student Portal panel, and every panel is included in every plan.
What is SelfRun AI?
SelfRun AI is a cloud platform that brings your sales, HR, finance, projects, procurement, training, documents, website and team communication into one system, with AI and workflow automation running through all of it.
Do I need to use every module?
No. Each plan includes a set of modules and you switch on only what you need during setup. You can turn modules on or off later from your workspace settings.
Is there a free plan?
Yes. The Free plan is free forever for one person and includes every panel and every feature — no card needed. Paid plans add more people and bigger storage, AI, email and voice allowances.