
I like that customers can easily be informed about what is going on in their project. It's one location where we all can look to see what our tasks are, to assign tasks, and to let the customer know where the project is. Review collected by and hosted on G2.com.
I don't love that in the task you can only share documents that are PDFs. It would be nice if it was a document that both the customer and our team could make changes to, add things, and it be a live document, and not just a PDF. Review collected by and hosted on G2.com.
Hey Deanne - thanks for the review!
As a heads up: we actually support a wide range of file types well beyond just PDFs. Apologies if this wasn't clear.
You can share images, videos, audio, fonts, text files, SVGs, Word docs, Excel spreadsheets, PowerPoints, CSVs, and a whole lot more. Here's a full breakdown of every supported file type: https://help.launchbay.com/article/162-types-of-files-you-can-upload
All of these can be shared using our "Attach Files" option in the task composer, which attaches files directly to a task so your client can view and download them right from their portal. We also have an "Attach Proofs" option that lets both your team and your clients annotate files with comments and mark them as approved or needs changes. Both options are available in active projects and workflow templates.
If you have any questions about getting this set up, just reach out to us at hello@launchbay.com.
See how LaunchBay improved