I’m setting up a project workflow for my design comapny and at the end I have some tasks that I would like to be reminded about.
- Send final files to client (this is the last task I want the client to see
- Project Wrap Up
- send closing survey
- Send thank you email (or physical card)
- Send Client Referreal RequestEmail (with link to Google page)
I like the idea of the client being assigned to the project so that they can see exactly what has been completed and what still has to be done. However, I don’t think they need to see the last few tasks as those are strictly internal.
- Is there a way to make tasks in a project private just to myself, where the client can’t see the details or sub-tasks?