Client portal - Project type should not be visible
J
Jocelyn Dunkley | plentifulcommerce.com
I recently noticed that if I set a project type, the client doesn't automatically see the tasks for that project in the portal unless they specifically filter for that project type. This is confusing as it seems there are no tasks for that project. For now I'll have to convert my project back to the default type. In my opinion the project type should be an internal thing that clients shouldn't see. They should just see the settings from that project type ie the statuses. It doesn't matter what KIND of project it is for them, they just need to see the tasks.
E
Eve
We have encountered confusion among our clients regarding the visibility of their projects since the update. I have had to provide them with guidance and demonstrate how to switch project types. I must admit that the current interface lacks intuitiveness, and it took me some time to recognize the existence of types under the dropdown option. As administrators, we also need to improve our user interface. It would be beneficial if we had a tab under projects that would allow us to view all projects regardless of their type.