When working with customers often ad-hoc activities or tasks that sit outside key processes (so not part of Workflows) come up, and it can be helpful to share them with your customer so they are not forgotten. 

For example, you and your customer may want to scope out a new objective or do a small piece of extra training together. Neither fit inside a Workflow, but confirming a date, mutually agreeing with the content and focus and ensuring team members are aware it is scheduled creates huge value.
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You can share ad-hoc tasks by selecting Task from the 'Share New' menu, giving the tab they will show on a name and choosing a label to identify which tasks should be shared. 

On the Customer Profile in Planhat, any Task you now create with that label will automatically show on the Shared Workspace, regardless of the Task type. (After sharing from Planhat, refresh the Portal to see shared tasks immediately)
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As with Workflows, anything added to the task on the Portal will appear in Planhat and vice versa. 

Another handy trick when working with Tasks or Workflows in Portals is you can make specific Tags available for use in Portals. For example, you could agree with your customer that when they are working on a Task, they should use an in-progress tag on it. 

To set this up go to the Portal settings page by clicking your avatar in the bottom left corner and scrolling up to the "Customer Portal" option. At the top of the page, you can specify tags that you want to use on Portals.