Simpler, managed client experience
Elisabeth Goss
There really needs to be a way to communicate with clients and onboard them that allows us to pair down all the options and features for them and control their default level of notifications. Many clients are not tech savvy. They need a much simpler interface for message boards - setting up a task list and tasks as messages doesn't work for these types of clients, when they can see "assignee,, subtasks, due date, checklists" etc. - they instantly become overwhelmed and won't use it and will email us everything which defats the purpose. ironically I CAN toggle on and off exactly what I want the client to see on a task if it's a public link, making it look like very clean simple message...but as soon as it has any level of user access, there are 5 things they are forced to see that make it obviously a "task" no matter what task type you set it to. The chat view doesn't work because email notifications for that are off by default and again, this type of user should not have to customize their notifications first thing, and won't even read instructions on how to do so (so please don't merge with documentation request.) We've had to keep Basecamp for this one purpose for years because even though they are not very good in any other way, they have such a straightforward out-of-the-box message board for clients but it would be so much better to have everything in one place so we weren't constantly moving between two platforms for every project (and so we could keep branding consistent) - but clients should not have a learning curve (and a steep one) to just be able to send and receive messages, view their project status, approve products, etc. Please please please give the option of a paired down client experience with default home screen and notifications set up by the manager, not the user.
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Asia Ryćko-Bożeńska
+1 from me. We moved to CU from Asana, where our clients where keeping up easy and were used to the intuitive interface. When we added them to CU (as guests with full permissions), they pretty much gave up using it and switched to emails. It is waaay to complicated for the most of them, and we as an organization are not able to set their accounts up for them. The only possibility is a video call when we tell them, what to click. This is annoying and not a good way for an onboarding (and not really scalable). Additionally they struggle with the mobile app, which is buggy and doesn’t have all the functions that work on desktop, especially they often can’t tag a team member or add an attachment to a task or comment. It makes the workflow pretty much unusable, and even though me and my team are doing great in CU, our clients can’t really rely on it. So this is an important issue blocking us currently.
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Rachel Barker
I tried it with a client for the first time and they were pretty lost. When they logged in the list was hidden and they didn't know anything was missing or which icon to click. They also had difficulty finding the inbox. I would love a homescreen for guests that is clear and concise.
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Yari
This! I find that CU's user interface is wayyyy too complicated for clients who just need to go in and see deliverables or progress and need to leave feedback/comments. There needs to be a redesign that's specifically tailored to the client and there should be some functioniality to let the admin customize what's seen/received by the client as well (such as the person above mentioned, notifications).
For example, there's no reason a client should go into a doc and see all the editing functionality. The editing functionalities in docs drives me insane because there's too much going on and I can only imagine for a client who needs to look over something and is seeing a million things. Even if there's a way to "toggle off" any editing capabilities for certain users would be great. It makes for a cleaner interface which CU struggles with a bit currently.
I personally like all the functionaility but there needs to be a way to streamline and clean this up for the admins, users and clients.