HI Mavis, Definitely yes on #1. When you create the field click on the settings (gear) on the selection and Select By Default. See attached. For #2 it gets more difficult. I haven't done it, but I believe it's possible if you use calculated fields in the form (but then they won't be editable).

Hi Monique, We literally just tried this two days ago  . I set up calendar for a Manager who wanted to easily see his team's schedules. We created recurring Tasks to indicate Flex Time schedules (i.e. someone works four 10 hour shifts and is off every Friday). Same for Remote Days (someone works fr...

Hi Ashley, Ah, I see. You can exclude them from your reports as you mentioned and that may suit your needs. The risk of that is it hides a potential problem. Kind of like putting a blanket over a stain in the rug. The stain is still there and needs to be addressed. And the longer it sits without att...

I understand everyone's projects are different. But for me it's about process. I have a weekly status meeting on each of my projects to go over just these types of things (what's been completed, what's next, etc.). Using a Dashboard displaying just those tasks helps keep the meeting quick. In fact, ...

Hi Ashley, Most of our projects are a year or longer. There shouldn't be much difference in managing them (other than they're longer  ). What concerns or difficulty are you anticipating?

Hi Patricia, I don't believe there is a way to Export calendars at this time.

Hi Jason, You could create a custom form in WF that has all the fields you would put in your Requirements template. The downside is the fields don't really have Rich Text so it's difficult to make it look nice and if you have diagrams or tables etc. it can be impossible. The other option, and this i...

Oops, didn't see this. I promise I wasn't just parroting Tracy's response  .

Hi Laura, Ah, is the Task List sorted by the Task # for him?

Hi Laura, Do they have Manage access to the Project? Under Project Actions > Sharing.