Introduce a column option in the main view that shows a non-clickable icon or badge indicating whether assets are linked to a line item—without exposing asset names or content. This balances internal team awareness with the need to prevent accidental disclosure of sensitive or proprietary material during screen shares with clients.
Ensure the asset indicator column is optional and accessible via the “Configure Columns” panel, allowing users to tailor visibility based on use case (e.g., internal planning vs. client-facing walkthroughs). This allows teams to keep asset visibility lightweight and contextual without adding clutter or risk.
Supporting Quotes from UAT
“That would have been helpful for my view, but I also understand if I’m sharing my screen with the client that can lead to questions because you don’t want to expose your intellectual property…”
“This view only showed an icon that there were assets… that would have been better.”
“That can be a column here that I can just add through the configure columns… that shouldn’t be a problem at all.”