On a portal's page, choose New plan. A plan has goals and stages. A goal is a number to reach, such as monthly revenue, with progress recorded over time, or an outcome that is achieved or not. Each stage has steps, and each step is for your team or for the client.
A plan starts as a draft that only your team sees. Choose Share with and the client's name to show it in their portal. Clients see each goal with how far it has come, the current stage and every step. They tick the steps that are theirs and can record progress on a goal with a target, and what they do is listed under Client activity on the portal's page.
Plan templates, in Client Portal, keep the goals, stages and steps of a process you take every client through. A new plan can start as a copy of one, with each step due a set number of days after the plan starts. Any plan can be saved as a template from its More menu.