Thanks for the very detailed reply, @skyehansen. Can I summarize your answer to you preferring using reports to identify OOO users then delegating tasks from there?
I changed the custom terminology for Projects to Tactics. However, the new terminology isn't being reflected in the system fully. Note: I have assigned this Layout Template to myself.
Hey @Madalyn_Destafney, thanks for the quick response. When delegating tasks, I don't assume it would be the "Delegate my approvals" function, yes?If so, I'd need to contact my sys admin.
In our Task Templates, there are certain Tasks assigned to specific individuals and there will be times when those individuals are away (on leave, no longer with the company, etc.). Those individuals are also not part of a larger team (i.e. 5 or more) where assigning it to the whole team might be a ...
Thanks for the reply, @Richard_Le_. 1. Changing the project status from Planned to In-Progress worked!2. Changing the planned start date to within the next few days didn't work Is there a way to automatically change the project status to In-Progress or to a status that triggers the tasks to show up ...
I have assigned a few Tasks to myself across multiple Projects. However, in my to-do list, most of those tasks aren't showing up. Attached is a screenshot of 3 Tasks under a Project that isn't showing up.
Our team will be creating Projects from Templates and in those Templates are tasks being assigned to the different team. However, there are certain tasks that can only be done by the Project Owner / the person creating the Project. How do you assign tasks to the Project Owner?
Hey @Madalyn_Destafney, I did get access but the solution provided would still require going into Expenses to put it under a Task. The ideal solution would be to put Expenses on a task level to avoid those extra clicks.