Inviting clients as guests - can I keep some project tasks private??

[lpb]

Welcome, @Sarah_Threlfall,

In addition to @Richard_Sather’s great reply and the others’ tips, here’s yet another one (from me) in case it’s also germane to (part of) your workflow:

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…

Larry