Question: Not sure if you will be able to help. We have just won a big project in the US and we need assistance in (1) deciding which would be the best Project Management Client facing Portal. (2) How to set-up said Portal correctly with all the project tasks and users we have identified so far. (3) Supporting (skills transfer) to our internal guy who needs to move into the position of Project Manager.
Answer: Thanks for reaching out. There are a handful of project management software systems with built-in client portals and we generally recommend software that is easy for your clients to login & use, has the right permission structure to avoid clients seeing information you don’t want them to see and suits your workflow. We’re working on a guide now so make sure you join our newsletter to get notified when you publish our comprehensive guide of setting up client portals for your clients.
Further Details: I am basically replicating a grocery check out experience via Type form but can’t work out how to set up the conditional logics that need to be programmed. Basically, I want to create a typeform for my grocery store. Initially the typeform will sell Eggs, Milk, Vegetables, Fruit, Bread and Special Requests. The …
Further details of question: Our new online business is booming and we need help from a professional in business automation to find the right business automation software. We are a graphic design business selling digital products and we need help with automating the following: project management (each of our designs has a theme and matching …
A question we recently received was from someone with “35 years experience in media including photography, Photoshop creation, editing, video editing (education-based projects)”. They’ve been a social media manager for last few years and said they “need to finalise their website, themes and workflow to maximise and market to creative clients who are willing to …
Question: I have a Typeform quiz with 10 questions and it has a calculation based on scoring. I need someone to do show me how to do the conditional calculation to deliver a different thank you screen depending on the score. Answer: The client asked for this to be answered privately. If you’ve got a …
What is the best portal within project management software?
Question: Not sure if you will be able to help. We have just won a big project in the US and we need assistance in (1) deciding which would be the best Project Management Client facing Portal. (2) How to set-up said Portal correctly with all the project tasks and users we have identified so far. (3) Supporting (skills transfer) to our internal guy who needs to move into the position of Project Manager.
Answer: Thanks for reaching out. There are a handful of project management software systems with built-in client portals and we generally recommend software that is easy for your clients to login & use, has the right permission structure to avoid clients seeing information you don’t want them to see and suits your workflow. We’re working on a guide now so make sure you join our newsletter to get notified when you publish our comprehensive guide of setting up client portals for your clients.
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Replicating a grocery checkout experience via Typeform
Further Details: I am basically replicating a grocery check out experience via Type form but can’t work out how to set up the conditional logics that need to be programmed. Basically, I want to create a typeform for my grocery store. Initially the typeform will sell Eggs, Milk, Vegetables, Fruit, Bread and Special Requests. The …
What business automation software should I use?
Further details of question: Our new online business is booming and we need help from a professional in business automation to find the right business automation software. We are a graphic design business selling digital products and we need help with automating the following: project management (each of our designs has a theme and matching …
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Help with Typeform quiz that includes conditional logic
Question: I have a Typeform quiz with 10 questions and it has a calculation based on scoring. I need someone to do show me how to do the conditional calculation to deliver a different thank you screen depending on the score. Answer: The client asked for this to be answered privately. If you’ve got a …