You can use the delegation functionality in WF to have tasks reassigned to X person, but the kicker is it's only a 1:1, you can't specify for X tasks to go to one person and Y tasks to go to another.
Something else our users do is add the OOO dates to their name in their profile, so anytime someone ...
Hi, have you instead tried a Note report? You could filter your note report to XYZ keywords, timeframe, etc. and projects, and have project name be a column of the report along with the note/update itself. Some example filters to work with:
We have a similar issue that started Friday, but instead of # of Lines and Task Time like yours, ours is defaulting to Non-Billable and the other option is Task Time. So two choices but wrong default. We submitted a support ticket Friday, I suggest you do the same as this is definitely an issue!
Hi, you're not getting it to display bc charts don't work with calculated expressions/text mode. What you can do instead is create a calculated custom form field that you put in a project form that exists on all projects (or at least those you want to track for this, and assumes your values to show ...
Hi, not sure I'm understanding the issue - you're wondering how to have groups be subgroups?
To create a new subgroup, you can go to the Group and then Subgroups on the left panel.
If you want to make an existing group a subgroup of an existing group, then you can go to Create Subgroup > Existing Su...
Hmm, strange. I'd check a couple things:- Is this new planner user in your Company in setup?
- Is the new planner trying to change tasks/projects to a custom status(es) they don't have shared with them?
- Are the tasks sharing different than the project? I.e. you can have the project sharing but the...
Yeah that's really strange. I have users that specifically have Supervisor permissions for the sole reason that they'll often need to upload new versions of proofs they're not the creator of. You'd think admin permission would allow the user to do anything. Did you revise the user's permissions AFTE...
Hi there,
The best way to handle document reviews/edits/approvals comes up for a lot of orgs. It's pretty common to have copy execution handled outside of WF proof bc it can be very tedious to provide edits on a proof instead of something more real-time like a Google or Sharepoint doc. And I think t...