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[lpb]

Welcome, @Pauline_Fetters,

My Forum Leader Tip, including a link to @Andrea_Mayer’s excellent suggestions, is found here:

Working with External Clients

Often the topic arises of how to work with external parties and, in particular, how to best manage tasks that contain a combination of both shared and internal-only content. I don’t believe the approach shown here has been previously covered, hence this tip. First, some background. See @Andrea_Mayer’s great tip giving several approaches to working with external clients: Let’s consider another approach using a feature released after Andrea’s post: A purpose-built project used to inform the cl…

Thanks,

Larry