Business need
I want to be able to create a private sub-task of a main customer project that is initially shared to him via the Customer portal.
Constraint
Via the Customer pack parent task I have enables the QS Project sub-tasks, that are all related to child project "[QSBE] "name of project" ". This child project and all sub-tasks linked to it are visible by the customer using his Customer Portal.
Additionally to that, I want to create an additional task, internal to my company (like Odoo), so I can input some information that is not shared with the customer(some notes, links to Google Drive not to be shared with the customer, etc).
Solution
- Go to your main task (like the Customer pack project)
- Click on "Go to QS Project"
- After keeping your tasks that need to be shared with the customer (remember, [QSBE] "name pack" project is visible on customer portal), you create a new task
- Leave project field empty, select your customer, go to "Extra info" tab and select your company on "Company" field. Make sure the "Parent task" tab is selected.
- Now you have on your list view a new task saved as "Internal"
