You're very welcome! Always happy to help.

Hi Stephanie - If the tasks and reminders don't count towards the progress of the project, you could have them create personal tasks in their Work List. Then only they see the task and it doesn't clutter the project schedule. If the tasks need to track towards the projects progress, they could bu...

Hi Lyndsy - I'm sure you've already checked this but thought I'd ask... Are the dashboards you're referring to set as Custom Tabs on the layout templates that are on your list? I know we use the custom tabs on most of our layout templates for teams and I didn't realize until recently that it then a...

Hi Richard, Yes, you're correct, that is the challenge. I've suggested to users that want this info to snap a baseline when phases of their projects complete. It would be nice to have some functionality that shows how changes affect the subsequent tasks in the schedule, like MS Project, but we're ...

Hi Richard, Instead of a journal entry report I might suggest using a baseline variance report. We have the system set to automatically create a baseline when the project status is put into Execution. I then created views and reports that show the variance in planned, projected and actual dates f...

Hi Randy - I found some notes that someone posted here a while back that I think will solve your issue. "I know you are looking for a single view you can export that shows project name, project reference number and total number of tasks, so like a matrix report, you could also do the following: 1....

Hi Ryan, I use this valueexpression to show Active Milestones. valueexpression=IF(ISBLANK({milestoneID})=0,IF(ISBLANK({actualCompletionDate}),IF({canStart}=1,{milestone}.{name},"")))listdelimiter=<div>listmethod=nested(tasks).listsvalueformat=HTMLdisplayname=Testtextmode=truetype=iterate Hope this...

Hi Kelly, Rich is correct, except that using a template isn't the only way to accomplish this. In the Project Settings, you can add a custom form that will automatically be associated with every new task that is created in the project. The catch is, if you already have tasks in the schedule, you w...

Hi Eileen, You can customize the data fields that you see on the screen when you click on an individual task in the left navigation list by making changes to the "Home and Summary" tab on the layout template. Hope this helps, Teale

As promised, here's an example of an embedded docs URL in a dashboard modified to present in Preview mode so users can click the links but not edit the doc. https://docs.google.com/spreadsheets/d/1GvVFzufmOSo3c6LH3qVhdmFBABCDEFGhijklmnop/preview Alternatively, if you just need to present the link ...