Internal projects
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Amy Williamson
It would be great if we could work on internal projects in the portal as well.
These wouldn't need contracts or invoicing, but would still need deliverables, tasks and project plans etc.
It would be so useful for working on my website, or planning content for social media, or a calendar of networking events, or prospecting etc.
Jonathan Ramos
Hi Amy Williamson, thanks for reaching out. We wanted to clarify that all projects are internal, or private, by default. They are only available to collaborators if you add them to the project, or available to your clients if add them and enable the client portal.
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Amy Williamson
Jonathan Ramos Hi Jonathan,
Thanks for getting back to me. While the default setting is private, the project format is still very much geared towards client work.
In my mind, an internal project would not include invoices or contracts as a default, but include things like project expenses instead.
Thanks
Amy
Jonathan Ramos
Hi Amy Williamson: thanks for clarifying! There currently are a few customization options on what you see in projects, accessible by the "pencil" icon to the right of the project's tool tabs. Unfortunately what can be shown/hidden is limited at this time. We'll keep this feature request open.