Overview

Ever want to put yourself in your client's shoes, and experience Baton from their point of view?

Now you can by simply selecting the View as client option found in Project actions. This can be used during project creation, when projects are in queue, and with in-progress projects.

Once selected, a green page outline and a button bar at the bottom of the page will appear to indicate that View as client is active. The button bar can be dragged to a different location in case it ever gets in the way.

Note: Hidden tasks and attachments will not be shown when using View as client

The navigation bar at the top of the page will change to how your client sees the page. The Details, Team, and Feedback sections are removed. Only the Tasks and Status Tracker are available to the client.

In the Status Tracker page, the client will be able to see your logo, their logo, a brief description of the project along with your project manager's contact information, and the overall statuses of your milestones.

Information in the Project Quick View will also change when viewing as a client. The image on the left is your view and the image on the left is View as client. Start date, contract value, the project tracker, and hidden attachments are not shown.

Clicking Exit or the X on the top left corner of the page will take the vendor out of the client view.