We have information about how work is produced that is either irrelevant, proprietary or we just don’t want our clients to see the information. It would be nice if the board team owners could make notes hidden from guests or even more granular permissions.
what about if you hide those columns with specific information ?
Yes, what about using the column level permissions? You have these on the Pro plan (not sure if you’re on that plan or not)?
Let us know if these might work for you?
Sure, I could do that, but I was thinking that the notes boxes include rich text, links, checkboxes and makes for a better experience.
OK, so rather than put the information in columns themselves you’d rather have the option to hide certain items altogether from guests or the information in the updates section?
yes, that’s right. Some tasks require instruction that needs more elaboration than is easy to do in a column.
Oh, yes, would love that feature. We end up having to set up 2 boards, one for internal communications and one to include guests (clients). Would really like that feature!!!
I love this idea. I would say an option to not allow a guest to see any update area of any item not assigned to them would make sense. This could even be tied to the existing Board Permissions so when Edit Content was selected guests could see and edit the update area of items not assigned to them. If Edit Rows Assigned to Them is set them they could only view the details of those tickets assigned to them.
Hi Julia -
The issue I’ve found with the permissions is that automations do not work with columns that are hidden. I have a similar issue where I want to hide certain columns but I have automations that involve the columns I want to hide. I’m being forced to choose between hiding information or having things automated when I really want the ability to do both.