The Visual Portal Builder lets you assemble branded, lifecycle-aware portals using intuitive drag-and-drop tools. Preview every change in real time and collaborate with teammates before publishing.
Design collaboratively
Co-editing, inline comments, and instant previews keep everyone aligned while building the experience.
Builder Highlights
- Drag-and-drop sections for timelines, task lists, media blocks, and resource hubs.
- Context-aware components that update automatically when tasks change status or milestones shift.
- Real-time previews across desktop, tablet, and mobile modes to ensure responsiveness.
Layout Toolkit
| Component | Purpose | Notes |
|---|---|---|
| Phase timeline | Show current stage, completed milestones, and what's next | Auto-syncs with lifecycle data |
| Task boards | Display actionable items with status and assignee | Supports filters and quick edits |
| Resource galleries | Organize documents, videos, and links | Granular visibility controls |
| AI widgets | Embed assistants wherever guidance is needed | Inherit global or task-specific prompts |
Build Workflow
Plan Your Structure
Outline the phases, sections, and resources the customer needs at each stage.
Add and Arrange Blocks
Drag components into position, adjust column layouts, and set spacing for a polished look.
Configure Content
Edit text, upload media, and link to relevant tasks or documents directly from the builder.
Style with Themes
Apply brand colors, typography, and background treatments. Use custom CSS when advanced control is required.
Preview Across Devices
Switch between desktop, tablet, and mobile to confirm the layout feels cohesive everywhere.
Collect Feedback & Approve
Invite teammates to comment, assign TODOs, and mark sections as approved before publishing.
Best Practices
Less is more
Keep primary actions above the fold and use collapsible sections for supporting details.
- Group related content into tabs or accordions to avoid overwhelming clients.
- Highlight success metrics or recent wins prominently to reinforce progress.
- Use AI-generated summaries to populate update sections quickly.
Move on to Brand Control & Theming to ensure the experience remains cohesive across every portal.