Vendasta’s Marketing Services teams have rolled out updated visibility and notes for their fulfillment projects in Business App!
What is it?
Project visibility is available for any Business App user by clicking into the Projects tab. From there, you and your clients can see information about ongoing and completed projects that are being fulfilled by the Vendasta Marketing Services team. You can leverage this functionality for your own fulfillment as well by using projects in Task Manager.
Before, visibility was dependent on the project, with some projects appearing in Business App and other not. Now, all Marketing Services projects are able to be viewed in the Projects tab.
How does this impact your business?
You and your customers will have a much better understanding of the work that our fulfillment teams are completing, the current status, and the upcoming due dates. You’ll be able to spend less time answering customer questions for project status updates, as they will be able to self-serve to find that information on their own.
What if I don’t want my customers to see this information?
Not a problem! You can turn off the Projects tab for all Business App users by going to Partner Center > Administration > Customize > Business App and turning off tab access for Projects. You can also reach out to the Marketing Services team to turn off visibility for an individual project.
Haven’t I seen these projects in Business App before?
You have! Our team has displayed project status in Business App in the past, but only for select projects. Now, every project will be visible.
Will my customers see every task that is being worked on?
No, some tasks do not appear here. One-off tasks, like review responses, do not appear in the Projects tab. In addition, projects may have tasks that contain information that should not be shared with your clients, so we make sure those are not visible. You can check which tasks are visible and which are not by viewing the project in your Task Manager. If the task has a crossed out eye symbol, this indicates that it is not visible in Business App.
Why don't I see my recent order or ongoing work from a past order inside of Business App?
This change affects new projects and new orders, so your order may have been processed before this change came info effect. If you would like a past project to be made visible, you can reach out to the Marketing Services team and they can adjust the visibility of individual tasks and projects by clicking on the eye symbol. If you want to check the status for these older projects, they are visible to partners inside of their Task Manager and navigating to the Projects tab.