Better Files tab organization
I like the Files tab. It makes sense in theory, but it can get disorganized fast because there is no clear indication or automatic sorting to see which attachments belong to which projects.
It creates more manual work for me to organize things myself instead of the system organizing files by project cards with the folder's title being the card name or something like that.
Also, I’ve had clients bypass my NEW REQUEST form by uploading their assets to the File tab directly (I don’t think I received a notification of this) and then emailing me, “Hey, can you work on this project.” Of course, it’s up to me to reinforce my process, but I’d like the portal to remove some it not all of the clients' access to this tab. And then give ME the ability to send a request for whatever info/files/links I need.
In my mind, all files clients upload should be related to a project and shouldn’t ever just be uploaded to the general files tab.
Comments2
Support Staff
Dec 19, 2024
@Olivia
We’ll be adding roles & permissions you can assign clients. So you can limit their access to Files tab when that is released. I wanna say January for that.
As for organizing the files, we’re gonna automatically create a folder for the Request (assuming this is what you meant when you said Project) when a file is uploaded. So this way all files will go inside that folder. ETA on this is next week.
Let me know if this works for you.
Olivia
Dec 19, 2024
Noted on the permissions!
Yes, each request with a folder is great. Thanks so much!