FLOWBOARD — Client Onboarding & Project Delivery Portal

Files, project stages, and client requests scatter across email and chat, so nobody has one clean view of where a project stands. FLOWBOARD is a single offline HTML kit that gives freelancers, agencies, and professional services teams a client-facing portal look for onboarding status, milestones, and deliverables — one project at a time.

• Onboarding checklist with per-item status and live % complete
• Milestones/phases with status and target dates, rolled into a progress bar
• Deliverables and links list with type/status tags
• Simple team/contacts directory with click-to-email links
• 3 ready-made sample projects (agency, freelance retainer, marketing launch)
• Light/dark theme with per-project accent color
• 100% offline: no account, no backend, nothing leaves your browser
• Local save per project, versioned JSON export/import, print-ready client status report

What it is not

A hosted client portal with real login, real file storage, or a backend. It is an honest front-end demo: all data lives in your own browser’s local storage on your device. See the included Backend Integration Guide for notes on wiring it to a real backend/CMS if you need a hosted, multi-client version.

Delivery

Standalone HTML/CSS/JS web app, editable source, full documentation set (README, Data Dictionary, Backend Integration Guide, Test Report), License, and 3 bonus sample-project JSON files.

FAQ

Do I need an account or internet connection?
No. Open Product/index.html in any modern browser. It runs and saves entirely offline.

Does this include real client login or authentication?
No. FLOWBOARD is a front-end demo — anyone with the file/browser can see and edit the loaded project.

Can I upload real client files?
Not directly. The Deliverables section stores a name, type, and link/note you type in — it does not host or upload files.

Can I track more than one client project at a time?
Yes, using the Project dropdown, but each project’s data is stored separately in your browser’s local storage on this one device.

What happens to my data?
It stays in your browser’s local storage on your device unless you explicitly export it.

Can I customize the look and branding?
Yes. Editable/Source/ contains the full source.