Is it possible to allow clients to add tasks to a project?
Answer
Can clients add tasks to a project?
Best answer by Mark Mitchell
Hey,
Great question… Here’s what’s available today:
- Customers can add checklist items in tasks they are assigned
- By using a third party form, integrating it with GUIDEcx, there is a way that tasks can be created via form submission
However, tasks cannot be created on the fly by customers.
I’d love to hear more about the use case!
Hey,
Great question… Here’s what’s available today:
- Customers can add checklist items in tasks they are assigned
- By using a third party form, integrating it with GUIDEcx, there is a way that tasks can be created via form submission
However, tasks cannot be created on the fly by customers.
I’d love to hear more about the use case!
Here is a quick video demo of the second example Mark mentioned above:
(the punchline in the last 10 seconds mentioned the use case for customers requesting the addition of new tasks in an expanded projecct scope. I have personally seen this work with multiple organizations and various form technologies:
Then here is another community article that shares a few related examples.
-CH
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