Enable Client-Facing Tasks
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Jen Rand
Currently we have the option to allow clients to view/collaborate on project tasks or not have them view the project status at all. I include a lot of nitty gritty details in my project tasks/sub-tasks that I don't want my client to see. As a result I have to turn task view completely off and it doesn't show any information about the process of the project. It would be nice to allow a client view of completed tasks (with less details) or a graph or pie chart of some kind to at least show the percentage of the project complete. I send weekly project updates but sometimes my clients just want to be able to take a look to get a quick progress report.
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Ashley
I would like clients to ONLY see their tasks. In essence, we would be able to filter out what they can and can't see. For now, I am planning on using Moxie for only the client assigned tasks, but in an ideal world, I would bring the full project into Moxie so everything lives in one place.
Paul Burns
Ashley What I have done is created two projects for each client that house the tasks. Client Project is the one the clients can see, and are involved in. Internal Project they don't see. Thats the only way I could figure out how to get around this.
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Ashley
Paul Burns that’s a bummer, but I’m glad you found a workaround for now.