Client Portal Usability Issues
Mariah Maglalang
For Client portal, we'd love to see some usability improved:
-Give different views for client tasks other than kanban. It would be great for client to have the option to view as a grid, similar to how we can view different ways internally in Moxie
-Make scroll bar on kanban view easier to see (it's hiding at the bottom under all the tasks, and only visible when really zoomed out. When scrolling, the "Status" header is very cut off)
-Have calendar view for client default to starting TODAY or in current month, vs. showing the first task/project start month
Thank you!
M
Mark Scrimshaw
The Client Portal really needs attention, it's a pain point for our clients so we don't use it anymore. For example, we just want our clients to see the Kanban when they login, and a simple approve or request changes interface. At present there is no way of simply hiding the 'Timeline' or 'Calendar' and we are always asked by clients why they are there... very frustrating. Perhaps add some simple portal templates we can choose from?
C
Christopher Sill
Yes, please. Even in Kanban view, the client can see the comment icon or priority. In my opinion, a few upgrades to the client portal would be great. At the least give us a Table view.