Client on board


I’m using teams for each client and project within it.
I wonder how I can send an email for my clients of all the tasks that have been working for them today or for the week but without showing them the user who worked on it.

You can do a manual export of the project and then remove the assignee field. Would that work?

@Abraham_Gluck, Or you could use:

and hide the Assignee Image column and send a PDF.


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Is there a video to help onboard clients quickly? Essentially the video would include login/access, email integration, how to add comments, reply to comments and how to mark a task complete.

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