Here's a couple of reasons why you should be giving a closer look to the 'Client' user role in Zoho Projects.
Zoho Projects is available in 15 languages. That means your client, Senor Juan Antonio Gómez can login to the projects you share with him and view them on a Spanish interface.
Let's say you assign one of other user roles like Administrator, Manager, Employee and Contractor to your client. He gets to see all the project details to the micro level, till that 'Put if check in pageload.js to take care of IE6' task of your web developer, which sure he is not interested in. So you add Senor Gómez as a Client user.
Now he can view only the Milestones that are marked External (and Task Lists, Tasks associated with it). The trick here is to add a parallel list of Milestones matching your internal ones and have tasks defined at a more macro level. This procedure also allows you to have a separate list of tasks that require inputs from, or the tasks that are to be done by your client.
Above all, making your client as part of your projects improves transparency and your client will love the way he/she is able to see the project progressing live, easily collaborating with your team all the time.
Are you using the Client user role in Zoho Projects, making your clients part of the projects and bringing in transparency? Tell us about it in the comments.
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You should note this in the "Client" users view when you add clients ... it was difficult to figure out why our client couldn't see anything and was an embarrising discussion!
You should note this in the "Client" users view when you add clients ... it was difficult to figure out why our client couldn't see anything and was an embarrising discussion!