Customer Collaboration tab allows you to see all project tasks from the customer's projects in one Kanban view: you can see how many tasks are not started or are in progress, and to whom the tasks are assigned.
Permissions might limit the data you can see. You can view project tasks from sales jobs and projects you have access to.
You can easily change the status of a task if you notice that a task in progress is already completed. Drag the task to the desired status by clicking on it.
Files and links can be added here and to the Collaboration tab. When adding new files here, you can link them to the customer or the customer's project.
File management is based on Customer permissions:
- Read-only: Can view files
- Edit: Can add new files
Keywords: Customer card, Collaboration, Kanban view, Project tasks, Permissions, Task status, Files, Links, Customers, Read-only.
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