Best way to have a client facing dashboard act as a communication hub?
Hello All! We have a client facing dashboard (draft) setup, but we have not rolled it out yet. I have included a screen shot. We are in process of finalizing a more broad set of information. Pretty basic setup as of now.
I would like this to be a client eco system, where they get all of their information and do all of their communicating. I would love to keep them out of email. Some strategies we are considering include their own client sheet for questions? Do we allow them to comment on certain sheets? Does anyone have any best practices they could share? Also, we do have WorkApps, (but dont use it) is this the preferred method for better client messaging?
Thanks in Advance! Jef