I know guests are considered limited access members and will only see what is explicitly shared with them. We want to have our clients (“guests” in this case since they don’t have the same organization email URL as us) to be able to view the tasks in a project as well as potentially having access to the progress and conversations related to specific projects that they will be invited to…
Is this possible? Will we always have to explicitly tag them in conversations and progress for them to see the updates?
Yes this is possible! In fact, Guest will only see Conversations and Status updates they’ve @mentioned in or added to as a Collaborator. So when you need to share a status update/conversation with one of your client, make sure to @mention them or to add them as a Collaborator, and you’re all set!
Hope this helps, but let me know if you have any questions!