In a project with Client Mode on, you can hide actions from external users, such as a client or a freelancer. Hidden actions are visible only to your internal team.

Click More (three dots) in the upper right corner of your project and select Enable client mode. Then choose if new actions are visible to external users by default: Keep hidden or Default to visible.

To change the default later, click More > Edit project > Actions > Action card settings, and use Default all actions when in client mode to be visible to external users. This setting applies only to new actions.

Each action card has a switch at the top. When the action is hidden, the switch says Make visible for external users.

Turn the switch on to show the action to external users. The switch then says Visible to external users.

Q: What happens to subactions when I hide or show an action?

A: Subactions get the same setting as the parent action. If you change a subaction, only that subaction and its own subactions change. New subactions get the setting of their parent action.

Q: Can I assign a hidden action to an external user?

A: No. External users do not show in the people picker of a hidden action. If you hide an action that is already assigned to an external user, that user stays assigned but cannot see the action.

Q: Who can hide or show actions?

A: Project members who can edit the action. External users cannot.

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