I hesitate to bring in clients to our shared boards because I’ve not had a smooth experience training them on how to use the board, what they need to do, etc. Even though I’ve provided a roadmap and a video walkthrough for them there is still confusion over how they should use the board and platform. Has anyone developed a board or workflow for client collab. that’s simple but works really well that you’d be willing to share?
Our business is graphic design and marketing so we need a way to share layouts with our clients (usually multiple on a team), collect concise feedback, repeat this process until approval, and then keep the client updated in general on how the project is progressing. I’d also like to keep all scoping documents separate but in an obvious place where everyone can reference them (project brief, schedule, upload photos and art we need for the project, etc.).
We often have a main project with several tactics or deliverables under it so that often requires the client to provide items for each piece of the project. I think when clients login and see the board with tons of tasks, they don’t immediately know which step we’re in or what they need to do to help. Have others trained clients to use search to see what’s needed or how have you handled this? I’ll attach a board template I’ve started…THANKS ALL!!
Hey there! One suggestion could be that you offer your clients the link to our pre recorded platform walk through. This 18 minute video will quickly run them through how to use the platform, which can help them collaborate with you on this board. Here’s a link to the video: Basic walkthrough - YouTube
Hello @amyfarrell,
If you’re open to apps, we created the Board Email Reports with the idea in mind to share project progress with external stakeholders. They will get important project updates rights into their email and don’t need to learn how to use monday.
The app provides the following types of reports.
On a board/project level:
New and updated tasks
Status updates
Budget, Costs, Revenue changes
Timeline and deadline overdue
Time Tracking changes
On an item/task level:
Updates by a specific employee
Updates mentioning a specific employee
Updates containing attachments
Status updates
Last updates
It aggregates the changes in the activity log by the column you choose and over the period you choose in the automation rule, and sends the xls-report to any people you mention in the rule (no guest access needed! ).
Let’s take a look at the status report. In the automation rule you specify include all the transitions between status states or only direct status transition (ex, directly from In Progress to Done). This is an example:
