Hello There @Ashley_Shuler ,
We use subtasks to track clients to-dos such as:
- review URL or mockup,
- approve said URL or mockup,
- provide specs/requirements.,
- provide documents, etc.
This is a very fluid list that keeps changing on a daily basis.
Often–clients ask us: I’m not sure what I owe you, or am I stopping the process? And the point is to provide a “live” report of what’s needed on their side at any point in time-sample included below. Pretty simple in a way, but no way to share this externally and automatically (this is a Search Results by the way)