Conversations with clients.

Kaseem Gomez

Is there a way to have conversations in Smartsheets with clients about their projects without letting clients see information on sheets such as other projects, person assigned to project, budget of others projects, etc?

Andrée Starå

https://community.smartsheet.com/discussion/122866/conversations-with-clients

Hi,

I hope you're well and safe!

The easiest way would be to use the WorkApps or Dynamic View add-on.

Would that work/help?

I hope that helps!

Be safe, and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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Kaseem Gomez

Thank you for your help! Will the clients be able to see proofs and make comments when dynamic views are shared with them?