If you are using work flows to track processes like You can choose to allow clients to initiate certain project apps (processes) such as help desk requests, issue / bug tracking, change requests, etc. your clients can initiate them. Your Clients can participate in a process if they have initiated the process and it is marked as "client visible".
To participate in project processes:
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.. This can be done by keeping the "Clients can initiate" check-box checked for the App definition.
To initiate project apps:
- Clients can go to their specific project.
- Click on the three-line menu
- Go to Add and then to the specific app item.
- In the Summary box, type the summary for this app item.
- Fill in the other details and you can attach files if any.
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A Client can also be an assignee for a specific state or a requestor of an app item. |