Clients asking "how's my project going" usually forces someone to stop what they're doing, count up finished tasks, count up the total, do the division, and type up a status update — just to answer a question that should be visible at a glance. Do that every week for every client, and it becomes its own small project on top of the actual work.

In this tutorial, we'll build a Client Project Progress Portal — a Project table where completion percentage calculates itself from linked tasks, shared with each client as a live, view-only window into their own project. No status update emails required.

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Table Columns

Here's what we're working with — a Project table holding the client and project name, linked to a Task table through a One-to-Many relationship, with a Task Name and a Completed checkbox on each task.

• Project — Client Name, Project Name
• Task — Project (linked), Task Name, Completed

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Step 1: Add Your Projects and Tasks

Add a project, then break it down into several tasks, marking a few as already completed.

Project table populated with a website redesign project for client Marina Cole

Task table showing multiple tasks linked to the project with some marked as completed

For this walkthrough, assume the Marina Cole — Website Redesign project has the following tasks:

• Wireframes → Completed
• Homepage Design → Completed
• Content Migration → Completed
• Mobile Responsive Testing → not completed
• Final QA → not completed

Right now, this table shows five tasks in a list. Nothing here tells you, or Marina, what percentage of the project is actually done.

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Step 2: Calculate Progress Percentage

Since a plain column can't be converted into Custom Logic after the fact, go to the Project table and create a brand new column, setting its type to Custom Logic from the start.

Adding a new Custom Logic column on the Project table for Progress Percentage

Describe what you want — calculate the percentage of linked tasks where Completed is checked, out of the total number of linked tasks.

Describing the logic to calculate percentage of completed tasks out of total linked tasks

Confirm the clarification screen, checking that it correctly understood you want completed tasks divided by all linked tasks, not just a fixed number.

Clarification screen confirming the percentage calculation divides completed tasks by total linked tasks

Save it, and the project's progress fills in instantly:

• Marina Cole — Website Redesign → 60%

Project table showing Progress Percentage automatically calculated at 60 percent

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Step 3: Watch Progress Move as Tasks Get Done

Let's prove that live. Mark Mobile Responsive Testing as completed.

Marking Mobile Responsive Testing task as Completed

The moment it's saved, the project's progress updates on its own, without touching the Project table at all.

Marina Cole — Website Redesign changes from 60% → 80%.

Project progress percentage updated to 80 percent after a task was marked completed

Now add a brand new task to the same project — Client Feedback Round — left unchecked.

Adding a new task called Client Feedback Round to the project, left uncompleted

Progress recalculates again, this time dropping slightly because the total task count grew.

Marina Cole — Website Redesign changes from 80% → 67%.

Project progress percentage adjusted to 67 percent after a new incomplete task was added

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Step 4: Share a View-Only Portal With Your Client

Progress that only your team can see doesn't remove the "how's it going" emails — it just moves the bottleneck. Create a new view on the Project table, filtered to just Marina Cole's project, and share it with her directly with view-only access.

Sharing a filtered project view with client Marina Cole set to view-only access

Marina now has a link she can open any time, showing her project's live Progress Percentage — no login setup, no separate spreadsheet copy, and no ability to accidentally edit anything.

Client-facing view showing only Marina Cole's project with its live progress percentage

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Recap

1. A Project table linked to a Task table via One-to-Many
2. A Custom Logic field aggregating completed tasks into a live Progress Percentage
3. A live demonstration of progress shifting both when a task completes and when a new task is added
4. A view-only shared view, filtered to a single client, giving them direct access to their own live progress

This same aggregation-plus-sharing pattern extends well beyond client projects — course completion percentages for students, application progress for job candidates, or renovation status for homeowners can all be built the same way.