Let clients see tasks they need to approve WITH "Projects" turned off
M
Melissa Kelley
So, I work almost entirely with project and program managers. The first time they log into Moxie, they naturally go to the "Project" page. Because I have my tasks AND theirs in the project, they become confused quickly. (The to-do list, for me, isn't sufficient to use for my project tasks.) As part of project kickoff, I have to tell them not to go into Projects and, instead, wait for the notifications to pop up.
I have noticed that turning off "Projects" also turns off notifications on the portal's home screen for tasks that are ready for client approval.
Could an option be added to the project access that would let clients still get notifications on the home screen for tasks they need to approve?