Love the idea! It would be ideal to set the proof workflow template at the project AND at task template levels, so you could have the flexibility to apply it where fitting depending on your process design.

We also would like to add customization options to the gantt chart. Our marketing teams would find value in the ability to display the task name on the gantt chart. By having the task names in a Gantt chart view we can more easily scroll through the year and see how different planned activities line...

In addition to the original idea, if you could associate a Custom Form with a Documents Folder to include X Custom Form on any Document uploaded to this specific Folder and have the ability to preselect some of the Custom Fields on the Custom Form as part of the Project Template that would prove use...

You might try to use the "Categories>> ID" filter, rather the "Task>> Category ID" filter, to see if this approach improves your results.

One amendment I would add to the proposed idea is if the the users with differing companies have the same object shared with them, then they should be allowed to tag each other on that object.

When creating a project using a template with task assignments to job roles, if you are assigned as the project owner and also have your primary role assigned to the tasks within the project, when clicking "Save Changes" to create the project, it would be ideal if you could get a pop-up asking if yo...