User Persona: the Client

In this article, you will discover what it is like to be a client in Forecast. See what you can view when you are invited to the platform.

Time to read: 4 - 5 minutes

Main takeaways:

  • To access the platform, you will need to be invited by the admin of the given company 
  • You will see only those tasks and projects to which you have been assigned by the admin of the given company 
  • You will be able to edit the tasks

 

Accessing Forecast 

Step 1: Check your inbox

After the admin of the given company has sent you an invitation, this is what you will see:

Invited to Forecast

Then, follow the link to set up some final details on a page as follows:

step two when logging as a client

 

Step 2: Welcome on board: looking through tasks

client tasks-1

Note: As a client, you will see only those tasks to which you have been assigned to. So, if the admin of the given company has not assigned you to their tasks, your My Task section and Projects page will be empty! If that is the case, contact an admin, controller or a manager of the given company and request that they assign you to what you need to see. 

Then, consider a sample task: 

a sample task that a client can see

Note: You will be able to:

  • edit estimates
  • add/remove assignees
  • edit the role
  • adjust the start and end date
  • add comments and tag people
  • mark the task as a high priority
  • add a subtask section
  • add a new task 

create a task as a client

Step 3: Getting to know the projects

Just like with tasks, you will see only those projects to which you have been assigned.

step 3 client-1

Step 4: Viewing the tasks in a project´s workflow

a client has been assigned to a bunch of tasks

 

You will be able to: 

  • Move tasks around 

moving stuff in workflow final gif

But also, when you click on the three dots, i.e. the hamburger menu of the given task, see the different options:


task options-1

NOTE: as a client, you will not be able to create or delete workflow columns