> ## Documentation Index
> Fetch the complete documentation index at: https://docs.quivly.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Work with customers in a shared project portal

> Invite customer contacts into a dedicated portal for shared project work.

export const ReleaseDate = ({date, dateTime, archive}) => <a className="release-date" href={archive}><time dateTime={dateTime}>{date}</time></a>;

export const ReleaseLabels = ({tags}) => <span className="release-labels" data-release-kind={tags.includes("Feature release") ? "feature" : tags.includes("Bug fix") ? "fix" : "improvement"}>{tags.map(tag => <span key={tag} className={`release-label release-label-${tag.toLowerCase().replaceAll(" ", "-")}`}>{tag}</span>)}</span>;

export const ReleaseHeader = ({title, description, date, dateTime, tags, archive, version}) => {
  const [copyStatus, setCopyStatus] = useState("");
  const copyLink = async () => {
    try {
      await navigator.clipboard.writeText(window.location.href.split("#")[0]);
      setCopyStatus("Link copied");
    } catch {
      setCopyStatus("Copy the page address from your browser to share this update.");
    }
  };
  return <header className="release-article-header">
      <a href="/changelog" className="release-back">
        <svg width="16" height="16" viewBox="0 0 24 24" fill="none" stroke="currentColor" strokeWidth="1.5" aria-hidden="true"><path d="m12 5-7 7 7 7M5 12h14" /></svg>
        Back to What's new
      </a>
      <div className="release-article-meta">
        <ReleaseDate date={date} dateTime={dateTime} archive={archive} />
        <ReleaseLabels tags={tags} />
        {version ? <span className="release-version" aria-label={`Release ${version}`}>{version}</span> : null}
        <button type="button" onClick={copyLink} aria-label={copyStatus === "Link copied" ? "Link copied" : "Copy link"} title={copyStatus === "Link copied" ? "Link copied" : "Copy link"}>
          {copyStatus === "Link copied" ? <svg width="16" height="16" viewBox="0 0 24 24" fill="none" stroke="currentColor" strokeWidth="1.5" aria-hidden="true"><path d="m5 12 4 4L19 6" /></svg> : <svg width="16" height="16" viewBox="0 0 24 24" fill="none" stroke="currentColor" strokeWidth="1.5" aria-hidden="true"><path d="m10 13 4-4M8 16l-1 1a4 4 0 0 1-6-6l4-4a4 4 0 0 1 6 0m2 1 1-1a4 4 0 0 1 6 6l-4 4a4 4 0 0 1-6 0" /></svg>}
        </button>
      </div>
      <h1>{title}</h1>
      {description ? <p className="release-summary">{description}</p> : null}
      <span className="release-copy-status" role="status">{copyStatus}</span>
    </header>;
};

<div className="release-article">
  <ReleaseHeader description={"Invite customer contacts into a dedicated portal for shared project work."} dateTime="2026-09-08" title="Work with customers in a shared project portal" date="September 8, 2026" tags={["Feature release"]} archive="/updates/2026-09" />

  <div className="release-article-body">
    They can see the work you share, comment, upload files, mark their side of a task done, and submit forms without joining your internal Quivly workspace.

    Organize projects with milestones and subtasks, assign work to teammates or customers, and choose what stays internal. Forms can show questions based on earlier answers, keep past responses, and let you choose whether customers can submit again. Start from onboarding, quarterly business review, renewal, or adoption templates and adapt the tasks and forms for your team.

    Ask Quivly understands the project or task you are viewing. Ask it to prepare updates, assignments, comments, or forms, then review the proposed changes before they run. Approved changes appear without a page refresh. You can also paste images into template and form conversations to explain what you want.

    [Explore Projects](/product/projects)
  </div>

  <div role="navigation" className="release-related" aria-label="More product updates">
    <h2>More updates</h2>
    <a href="/updates/releases/2026-09-30-get-play-review-alerts-by-email">Get Play review alerts by email</a>
    <a href="/updates/releases/2026-09-30-keep-health-scoring-instructions-in-ai-created-skills">Keep health scoring instructions in AI-created Skills</a>
    <a href="/updates/2026-09">All September 2026 updates</a>
  </div>
</div>


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