Name of Feature/Request:
Allow attachments on Tasks to be visible on the Customer Portal by default
What financial, time savings, or quality of life improvements will occur with this:
Right now we upload hundreds of attachments to Tasks, and for each one we have to remember to click the globe icon so the customer can see it in the Portal. Almost everything our company uploads to a Task is meant for the customer to review and double-check. When someone forgets to click the globe, the customer can’t see the file. Then they have to reach out, we have to track down whoever uploaded it, they have to turn on visibility, and only then can the customer review it. That
Attempted solutions so far:
- Manually toggling the globe icon on each attachment in the Task Attachments popup. This works, but it depends on every employee remembering to do it every time.
- We reviewed the Task Type settings. There is already an option called “Make Attachments Uploaded by Subcontractor Visible to Customer,” but it only applies to attachments uploaded by Vendors on subcontracted Tasks. Nothing equivalent exists for attachments our own employees upload.
Digging deep – Any additional Why behind this request / How was this accomplished before Striven:
The customer Portal is one of the main reasons we moved to Striven. We want customers to review proofs and files there instead of by email. That only works if the files reliably show up.
Since Striven already supports default visibility for subcontractor uploads at the Task Type level, we’re asking for the same idea for employee uploads. Ideally it would be a Task Type setting like “Make attachments visible on Portal by default,” so we could turn it on for customer-facing Task Types and leave it off for internal ones. A company-wide default would also work. Either way, users should still be able to toggle individual files off with the globe.