5 Notion Database Properties Every Client Portal Needs
The right database properties keep your Notion client portals clean, filterable, and secure. These five are the foundation for a portal that clients trust.
If clients see the wrong tasks or can't find the next milestone, your portal loses credibility. The solution is a consistent set of properties that power every view, summary, and filter in your Notion-powered portal.
Tags every record to a client so you can filter views and avoid cross-client leaks.
Keeps clients oriented: Not Started, In Progress, Blocked, Done. Use colors that match your brand.
Feeds timelines and reminders. Show the next milestone prominently in the portal.
Gives clients a clear point of contact. Pair with an avatar for trust.
A safety gate to prevent accidental exposure. Only items marked client-visible get published.
Keep clients focused with visibility rules
A simple Visibility flag prevents internal notes from leaking. Publish only the blocks that meet two filters: the right client and visibility set to true. Combine it with a curated navigation so clients never feel lost.
Templates for repeatability
Turn your best structure into a template: prefill status options, default owners, and hidden properties. This keeps every new client portal aligned and reduces setup time.
Practical tips
- Hide internal fields (budget, margin, internal notes) from client views.
- Use saved filters like Visibility = Client and Client = [Name] to avoid mistakes.
- Create templates that prefill properties to keep every client consistent.
- Add rollups to surface next milestone and risks into a summary block.
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